Overview
With Split Accounting, you can handle transactions containing items that need to be accounted for across multiple allocations such as different accounts, cost centers, or projects. You can do the split directly in Juni ensuring that your data matches your ERP perfectly, saving you hours of manual admin.
How to split a transaction
Navigate to Accounting and select Prep & export
Click on the transaction you wish to split
Drag and drop or click to upload your receipt or invoice
Under Accounting, click the + icon or Add line to create a new allocation row
Split the transactions by entering the details needed in each line
Description: State what the portion of the spend is for
Amount: Enter the specific value for this line. Juni will track the "Remaining amount" to ensure the total matches the original transactionAccount: Select the correct account
Tax Code: Choose the appropriate VAT rate
Dimensions: Assign the specific Cost Center or Project if needed
Repeat until the full amount of the transaction has been allocated
Click Approve all attachments and Mark ready to export
Export to Fortnox
Go back to Accounting and choose Prep & export and then Ready to export to see your transaction
Choose the relevant transactions and click Ready to export to Fortnox → Export.
You can track your successful transfers at any time by clicking the
Export history tab
FAQ
What happens if the split amounts don’t match the total transaction?
What happens if the split amounts don’t match the total transaction?
Juni will display a "Remaining amount" indicator. You won’t be able to click Mark ready to export until the full transaction value has been allocated across your lines. This prevents balance errors before the data hits your ERP.
Can I split a transaction across different tax codes?
Can I split a transaction across different tax codes?
Yes. One of the main benefits of Split Accounting is the ability to assign different VAT rates (e.g., 25%, 12%, and 6%) to individual lines within a single transaction.
Who can use Split Accounting?
Who can use Split Accounting?
This feature is automatically enabled for all users with Admin, Owner, or Accountant roles. It is available across all supported countries and markets.