Using Split rules

To split a transaction from source, a split rule can be defined on the dashboard. Follow the steps below:

1. To split bank transactions, navigate to “Split Groups (Bank)”

2. Click on “Add Account (Bank Payment)” to add a bank account, to be used in the split rule.

3. Click on “Add Split Group (Bank Payment)” to create a new split rule, using either percentage or flat split.

4. A Unique ID for the split rule will be created upon submission.

5. Pass this ID in the transaction initialization endpoint as the value for the use_split parameter, to use it for that transaction.