Splitting Time Entries

Split Time can be used for time entries and interim invoices to partially invoice WIP, with a new time entry created for the remaining value. Disbursement entries cannot be split.

Note: Split time is only available to FYI Admins and users assigned to a User Group with the Create Invoices and Edit Timesheets permission enabled.

To split time:

1. Create a Progress or Final Invoice.
    
2. Click on a Job Name.
   
3. Click on a Time entry in the list, and then select the Split Time button in the toolbar. The Split Time button will display when a time entry has been highlighted.
   
   Use Ctrl + click to deselect a row, if required.
   
4. The Split Time window will be displayed. In the Billable Amount field, enter the value of WIP to be separated, i.e. the value that will not be invoiced.
   
   The Billable Amount must be greater than zero, and cannot exceed the original value, for example, 100.
   
   If splitting Interim Time, enter the whole value. For example, if the Billable Amount was -100, enter 30 to only invoice a Billable Amount of -70. Once time has been split, it cannot be restored to the original value.
   
5. Click Split.
    
6. The Add Time window will be displayed. A new time entry for the remaining value will be created, but will be deselected to ensure it's not included in the current invoice. 
   
   The Total Invoice Amount will be adjusted to remove the value of the deselected lines, and the Invoiced Amount for the remaining lines will be recalculated pro rata.
   
7. The new time entry created by the split for the remaining amount will clone fields from the original time entry, for example, Date, Notes, and Custom Fields. The Time and Rate fields will be locked.
   
   The Activity section shows that the entry was created by splitting time, along with the original Billable Amount.