Distribution of the operation between projects

ㅤIf you need to distribute 1 operation between several projects, you can easily do it in Finmap


ㅤThis functionality is available both when editing an already saved payment and for a newly created transaction

To distribute a payment between projects, you need to:

1. open an existing payment or add a new one

2. specify the amount of the transaction

3. click “distribute payment to projects”ㅤ


ㅤ4. Next, you can enter either the corresponding amount or the percentage of distribution between the selected projects

ㅤIn addition, you will also see how much money is left to distribute



Exports

ㅤWhen exporting (downloading) information to an Excel file, information about payments distributed among projects will be displayed as follows:

1. total amount of the transaction
2. parts of the payment distributed between projects



Import

ㅤTo fill out the Excel template and further import payments allocated to projects, transactions must be entered in this format:

1. transaction with the total amount without specifying the project (UAH 3000)
2. parts of the payment distributed among projects with the names of the projects (UAH 350, UAH 1200, UAH 1450)