How to charge an expense to specific owners

How to charge an expense to specific owners

By default, an expense is split across all owners of the horse according to their ownership share. Use the Allocation option when you want to charge an expense to only some owners — for example, a vet bill that applies to one syndicate.

  1. Go to the horse's Expenses tab and find the expense you want to split.
  2. Hover over the expense row and click the Split icon that appears.
  3. On the Split Expense popup, in the Allocation field, enter the percentage of the expense amount to apply (0–100%).
  4. Select the owners who should be charged for this expense.
  5. If needed, adjust the amount charged to each selected owner. (The total must equal the allocated amount.)
  6. Click Save. The expense is now split only among the selected owners.