How Do I Unspread and Respread Payment Transactions?

What determines payment allocation across buckets?

Payment allocation across buckets is determined by Payment Spreaders, tools that specify how payments are distributed.

When do I need to unspread a transaction?

Unspreading may be necessary if a payment was correctly posted but with an incorrect spreader. This can involve manual allocation among payment buckets or posting the payment to a single account in a bundle.

How do I unspread a transaction?

1. Locate the transaction.
2. Click "Unspread."
3. Confirm the unspreading of the transaction in the dialog box by clicking "Yes."

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How do I respread the transaction?

Go to Transactions-Unspread Transactions

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Option one: Spreader Selection

1. Locate the transaction in the Pending Transactions Section.
2. Scroll down to the Payment Information section.
3. Select the correct spreader.
4. Verify the payment spread and click "Apply."

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Option two: Bucket Selection

You can also manually enter the amounts into the Buckets to respread the transaction.

1. Locate the transaction in the Pending Transactions Section.
2. Scroll down to the Payment Information section.
3. Locate the Buckets Section.
4. Enter the amounts into the buckets.
5. Click Spread under the Buckets Section, then apply.

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