The Split Billing Ref # field allows you to specify which split you want to undo. Each time the Perform Split Billing program is run, a batch number is assigned. When multiple main clients are split at the same time, the clients will have the same batch number. When undoing a split billing process, you must first select a single main client, and then select a Split Billing Reference Number. This number is the same number as the batch number. The different terminology is used because you are not always undoing the entire batch, you are only undoing the split billing process for a single main client within that batch.

The button can be used to open the Undo Split Billing Lookup window that allows you to view a list of split billing reference numbers for the selected main client and to select a reference number by double-clicking it.

The lookup window includes the following columns:

  Ref # The reference (batch) number assigned to the split.
  Date The date the Perform Split Billing process was run.
  Time The time the Perform Split Billing process was run.
  User The user who ran the Perform Split Billing process.

After selecting the split billing reference number, the date, time, and user who performed the split will be displayed to the right of the Split Billing Ref # field.