How to split transactions?

Transaction split

Question:

What is meant by a transaction split in Frienton and how does it work?

Answer:

A transaction split refers to the proper division of a single transaction into multiple sub-transactions in order to assign them to different categories, accounts, or types of services.

Why is this important?

Correct allocation improves the quality and significance of liquidity management – especially in the cash flow statement. This way, complex payments can be represented and analyzed in a differentiated way.

Typical use cases:

• A customer transfer includes both a SaaS subscription and consulting services including expenses → split into multiple income categories
• Reimbursement of travel expenses with different components (hotel, train, taxi, per diem)
• Payment to an IT provider that includes hardware (fixed asset), consumables, and consulting

How does the transaction split work in Frienton?

• If multiple receipts exist for a transaction that are assigned to different categories or accounts, the split is carried out automatically in the cash flow statement.
• If no receipts are available, the transaction can also be split manually. In this case, the original booking is divided into partial amounts and categorized accordingly.

What are the benefits?

• Improved transparency in mixed payment transactions
• More precise reporting and analyses
• Automated and manual control if needed

Document split:

The further development into document split is also available in Frienton, allowing individual receipts to be split as well – each item can be assigned to its own category or even a sub-transaction. In most cases, this also works automatically.

Updated on: 06/12/2025