Next User Type: Member
As a Next cardholder (admin or member), you can automatically split any transactions made on a virtual card, including after the transaction has been made.
Auto-split settings include establishing the number of splits, entering the percentage to include for each split amount, and selecting custom field options to apply for each split.
Notes:
You can only auto-split transactions from a web browser.
Automatic splits do not take effect until after a transaction is cleared.
When exporting split transactions, they display as separate transactions. The parent transaction displays as well.
If you split a transaction that has already been synced to your accounting integration, it is recommended that you delete the original, un-split transaction from your accounting system
If you sync a split transaction, Next sends two transactions to the accounting system but will not delete a previously synced, un-split transaction.
Auto-split transactions from a web browser
In the Navigation Menu, select Cards
Create a new card or edit an existing card:
To create a new card with auto-split settings, select Create virtual card
To edit an existing card, select the name of the card. Then select the Options (three dots) icon and select Edit card.
Note: For assistance finding a virtual card, you can select Add filter and use the Search field.
Select the Auto-split transactions button
In the Number of splits field, enter the total number of splits you want to include
To add a split to the list, select Add another split
To remove one split from the list, select Delete last split
Enter the percentage amount you want to include in each split category
To enter custom field selections for all split categories, select Apply to All Splits
To enter custom field selections for an individual split amount, select the button for the split you want to edit
Select the custom field option to apply for required fields or optional fields
Select Save changes
To delete your auto-split selections, select Cancel
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