Setting up merchant line split rules
Merchant line split rules allow you to automatically generate line items for a receipt when receipts are submitted for that merchant, or if you edit the merchant for a receipt.
Navigate to the Merchants page and select a merchant by clicking on the merchant name link in the data table. Go to the Line Item Split tab to set up your split rules.
You can set up a combination of fixed split amounts and percentage splits. Any fixed amount splits will be applied first and then any percentage splits will be applied to the remainding receipt amount.
If the receipt amounts were extracted incorrectly (and therefore the line item amounts are incorrect), instead of changing each line item amount, you can update the receipt total or tax amounts and this will re-generate the line items using the corrected amounts.