Setting Up Account Splits in Animal Inventory

Setup Account Splitting allows the BOFC to split using filters. Click on the arrow next to Billing and click on Setup Account Splits.

1. Select any filters by which you wish to limit the search. If you need to add additional filters, click Add Filter.
2. Click Search.
   
   
   
   
3. In the search results, click on the name of the account you wish to split.
   
   
   
   
4. Designate your splits using the drop-downs and fields, and click Save Account Splits.

1. Split Account: Accounts available to PI
2. Split Type:A percentage or flat split. Remaining balance can be used to cover remainder of charges if percentage doesn’t equal 100 or flat rate does not cover complete cost.
3. Allocation: Amount to allocate per account
4. Sequence: Sequence of events used to cover all costs.
5. Date Effective: Date the split will be initialized.
6. Description: Optional.
7. Expires On: Optional.