UC San Diego SearchMenu

ECManager: How to Split Transaction Amounts Unequally

Follow these step-by-step instructions to split transaction amounts unequally between indexes and account codes.

Expand all

1. Access transactions.

  • Log in to ECManager:
    1. Access ECManager.
    2. Enter your user ID and password.
    3. Click on the split transactions between indexes and account codes option.
  • Select a date option from the IFIS posting date drop-down field:
    1. All
    2. Specific date
    Note: The IFIS Posting Date refers to the date that the transactions will post to the operating ledger.
  • Select either a Card Suffix or a Default Index option.
    Note: Selecting ALL in either field will return a list of pending transactions for all of your cardholders.
  • Select Sort By and Sort Order options.
  • Select the number of transactions you would like to display on the screen at one time.
  • Click Submit.

2. Select split type.

  • Click the Split link associated with the appropriate transaction.
  • Enter the desired number of splits.
  • Select New Records All Zero from the drop-down.
  • Click Split Transaction.

3. Review and edit split details.

  • Enter the desired amounts in each Amount box.
    • You can increase the number of splits by clicking Add Split.
    • You can remove a split by checking the appropriate Delete box and clicking Delete.
    • If you change the amounts, be sure to click ReCalc when you're done.
    Note: The Difference box must equal 0.
  • Change indexes and accounts, if desired.
    Note: You can type over the existing indexes or accounts, or click on the magnifying glass icon to search for and select an index or account.

4. Save your changes.

  • Click Save. You will return to your list of transactions.
    Note: Split transactions will change to gray on the list of transactions. The list will display the number of splits.

Expand all