Shared Transactions Apply a Template to Individual Expense Items on a Bill
Overview
Generally, there are two ways for you to allocate your expenses on a bill without using the Shared Transactions Worksheet:
1. Allocate a the entire transaction with a single template using the transaction body field.
2. Apply a unique template to each transaction line on the expenses or items sub-list.
This article covers how to apply multiple templates to individual expense items on the a single bill.
Step by Step Process: Allocate on the transaction Lines
To start, navigate to the bill you would like to allocate and click Edit. Next, on the subtab Expenses and Items, find the column labeled Shared Transaction Template (Line). By clicking into the cell, a dropdown with all your Shared Transaction templates will appear. From the drop down, select which template you want to apply to each individual line item.
After you have saved your changes, navigate to the Shared Transaction tab to review the impact of the allocation.