Line items – Digital Reign

The line items tab shows the details if there are multiple lines on the invoice.

Line items 1.png

Line items 2.png

Adding another line to an invoice

If you need to split an invoice into different lines (for example if you want to have the invoice split between different GL codes) AIM allows you to add in extra lines, even if the original invoice doesn’t present the lines.

Locate the invoice you want to work with. (Help here on finding invoices)
Click to open the invoice.
Select the Line items tab.
Click on the green “+New Line” button.

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Editing the new line

When you have added a new line you can enter any details you need. AIM applies the following rules:

Contribution schedule – if there is a contribution schedule identified for this property it will be displayed – click the arrow in the field to select
Description – can be populated with your own text
GL Code – click on the arrow in the field to get the list of GL codes that apply to your company (this field must be populated)

$ Amount – will be populated with the original invoice, but can be overwritten
% Amount – will be populated as per the original invoice (100%) but can be decreased to give that line less of the invoice amount. (e.g. if you want to apply a 50% split to the lines, enter 50% in this field and AIM will calculate the amount for you)
GST Status – can be set for each line. Please check that you are using the correct GST status as AIM will apply calculations based on your selection. For example, if you choose GST-Exclusive for that line, AIM will calculate the GST on the $ Amount.

GST – this is the calculated amount of GST – you can overwrite the GST if you wish
Line Total – this is the total of the line (Note: if GST-Exclusive is selected the GST calculated amount will be added to the total for that line)