How do I set up a split distribution as an entry default for a vendor? (2025.11)
Setting up a split distribution as an entry default for a vendor may be useful when the vendor's invoices are routinely charged to multiple accounts, departments, or funds in consistent proportions.
Example
Suppose your cleaning service vendor always bills $1,000/month, and the cost is split:
-
50% to Facilities (Account 5100)
-
50% to Admin Services (Account 5200)
Setting this as a split distribution default means AP staff won't need to remember to look up the allocation every time. The allocation will be automatically applied.
You can
-
set up more than one distribution set for each vendor.
-
select the default distribution set when more than one distribution set exists.
-
allocate a distribution amount/percent to a GL account.
-
track split distributions to a GL activity.
Split distributions for vendor entry defaults is included in the 2025.11 release.
Setting up a split distribution as an entry default
1. Open Connect Accounts Payable > Vendors > Setup New Vendors or Modify Existing Vendors.
2. Click to select the Entry Defaults tab.
3. Enter an item description.
4. Click Settings (next to the Item Description box).
5. Click Add a Split Distribution Set .
Distribution set name
Enter the name of the split distribution.
6. Click Add a New Distribution .
Description
Enter a name for the new distribution.
Type
-
Amount. Select Amount to set a specific amount. The allocated amount is set in the distribution.
-
Percent.Allocate a percent of the amount to this distribution.
Amount/Percent
-
Amount. If the Type is Amount, enter the amount to allocate to the distribution.
-
Percent. If the Type is Percent, enter the percent (Amount x Percent = Allocation Amount) to allocate to the distribution.
GL account
Enter the GL account number to record the invoice or expense.
GL activity
If the organization is using GL activity numbers to track invoices and expenses from different applications, enter a GL activity number. (The GL activity must be set up in Connect General Ledger before you can enter it here.)
7. Repeat step 6 to add another distribution.
8. Click OK to save.
Copyright © 2025 Caselle, Incorporated. All rights reserved.
Related Articles
Split distribution set - Example: PO entry to invoice matching
Setup You create a split distribution set for "City ABC Utilities Split" that has four lines: 40% → GL 6200 - Utilities - Building maintenance department 30% → GL 6200 - Utilities - Customer support department 20% → GL 6200 - Utilities - Public works ...How do I use a multiple split distribution set to enter a purchase order? (2025.11)
Use a multiple split distribution set to automate and standardize a complex allocation pattern. Instead of manually entering each line (detail) each time, the system uses the set to assign GL accounts, departments, projects, funds, and so on, and in ...How do I assign default values to a vendor?
Set up default values on a vendor record. When you select a vendor, you can define the default values that Connect will use to fill in the item description, GL account, department, terms, shipping address, and sales tax rate. You can also choose how ...Enter Purchase Orders - Split distributions
When you create a purchase order (PO) that you know will eventually become an invoice split across multiple account segments (for example, GL accounts, departments, projects, funds) assigning a multiple split distribution set to that PO upfront gives ...How do I add a default activity code to a vendor?
Link a vendor to a default activity code. An activity code is set up in the Connect General Ledger application to track transactions. When you link a vendor to an activity code, the transactions that are tied to the vendor will also be linked to the ...