Splitting a Receipt and Reassigning It to Another Vehicle

Overview

Two common corrections can be done directly from the Belege overview (/applications/belege/overview), without re-entering the receipt:

• Splitten (Split) – a receipt is divided into two partial receipts, e.g. when a garage invoice contains both a repair and a maintenance portion.
• Umbuchen (Reassign) – a receipt is assigned to a different vehicle (and optionally a different cost centre), e.g. after a mix-up during import.

You find both functions in the Aktionen (Actions) column ("Splitten" and "Umbuchen" icons); they appear only with the belege.edit permission.

Splitting a receipt

1. On the receipt, click the Split icon. The dialog shows the receipt number, cost type, date and the Brutto-Gesamtbetrag (gross total).
2. Enter Betrag 1 (Amount 1) and Betrag 2 (Amount 2) (each pre-filled with 50%). The sum must match the total exactly – if it deviates, the dialog reports "Summe muss … ergeben" (Sum must equal …) and the button stays disabled. The check is additionally performed server-side.
3. Optionally choose a Kostenart für Teil 2 (Cost type for part 2) – this lets you separate, for example, "Reparatur" (Repair) and "Wartung" (Maintenance). Without a selection, part 2 keeps the original cost type.
4. Click Splitten (Split).

The result: the original receipt is reduced to Amount 1, and a new receipt for Amount 2 is created. The new partial receipt inherits the vehicle, receipt date, cost centre, driver, supplier, VAT rate and import flag from the original.

New in version 10.4 – proportional net split: The net amounts are not simply copied, but are split proportionally to the original net/gross ratio. The VAT ratio of the original receipt is thus preserved in both partial receipts.

Reassigning a receipt

1. On the receipt, click the Umbuchen (Reassign) icon. The dialog shows the receipt number, cost type and the currently assigned vehicle.
2. Select the new vehicle (mandatory field, chosen by licence plate with a search filter).
3. Optionally select a new cost centre – if you leave the field empty, the existing cost centre remains.
4. Click Umbuchen (Reassign).

When reassigning, amounts, cost type and date stay unchanged; only the assignment changes.

Frequently asked questions

Can I undo a split? Not automatically. Edit both partial receipts (article 56) or merge the amounts manually.

I want to assign many receipts to a vehicle at once. For unassigned receipts there is the BelegStapel (Receipt batch) with multi-selection (article 58); reassigning individual receipts that are already assigned is done per receipt as described above.

Related articles

• 55 – Creating a receipt
• 56 – Editing a receipt and VAT
• 58 – BelegStapel: bulk assignment
• 62 – Belege overview: filtering and exporting