📘 Screen: Cost split template
A cost split template is a percentage split saved under a name, so it can be applied to an installment in Accounts Payable/Receivable with one click. It records the split the farm repeats every month: the power bill that is 30% headquarters and 70% crops, the manager's salary split between two cost centers, the lease that is spread across three crops.
Without a template, each installment is split by hand, line by line. With a template, the split is registered once and picked from a list.
📍 Location in the system
Menu: Financial > Cost split template
It is in the registry block of the Financial menu, right after Cost Center — which is precisely one of the two destinations it splits across.
🧩 Main function
To register reusable percentage splits. The template does not move any money: it is a split recipe, which only has an effect when someone applies it to an installment. Applying it copies the template's lines into the installment — from then on the installment has its own split, independent of the template.
📝 Main fields
| Field | Description |
|---|---|
| Code | Generated by the system and not editable. The field's help explains the rule: "Generated by the system: the company's highest financial template code plus one." It has four digits — 0001, 0002 — and numbering is per company. When adding, the screen shows the number as a preview; the final one is recorded when you save. |
| Description | Required, up to 100 characters. It is the name that will show up when applying, and the field's help suggests writing it with the percentages already in it: "The name shown when applying it. E.g.: Headquarters 30% / Field 70%". It is worth following the suggestion — whoever applies the template to an installment picks it by this text. |
| Active | Controls whether the template appears in the list for applying. The help states the rule in one sentence: "Only an active template adding up to 100% can be applied to an installment." |
The template list, above the form, shows Code, Description, Destinations, Total and Active, with search on each column. The Destinations column is a ready summary of the split — something like "Crops 70.00% > Headquarters 30.00%" —, and Total shows the sum of the percentages, which tells you whether the template is complete.
🗂 Tab: lines
This is where the split is built, one line per destination:
| Field | Description |
|---|---|
| Management account/Category | The account that portion goes to. |
| Cost Center | The structure that receives that portion. |
| Percentage | This line's portion. The field's help states the rule: "This line percentage. All lines together must add up to 100%." It must be greater than zero — zero is rejected with "The line percentage must be greater than zero." |
At least one of the two destinations is required: management account only, cost center only, or both. With neither, the screen responds "Enter the account or the cost center for the split."
The tab's buttons are Save, Cancel, Delete and Divide equally. Divide equally redistributes the lines already entered in equal parts — it does not create lines: first you register the destinations, then you divide. With three lines, it builds 33.33% / 33.33% / 33.34%: the leftover cents go on the last one, so the total adds up exactly.
Below the grid, the screen shows the math at all times — "Split total: 100.00% / 100.00%" —, green when it adds up and red when it doesn't. A template with no lines also shows in red.
💯 The rule: it can only be active if it adds up to 100%
An Active template must add up to exactly 100%. Trying to save an active template that doesn't add up is rejected: "To be active, the template must add up to 100%.", with the current total right after. Rounding differences below half a hundredth pass — that's rounding, not an error —, but 80% and 130% don't.
An inactive template can be left half-done on purpose: it is the draft. And that is the key to the registration path, because the Active field starts checked and a new template starts with a total of zero.
The order that works
- Click New and uncheck Active. Otherwise the first Save is rejected — the header has no lines yet, and the total is zero.
- Write the Description with the percentages already in the name and save the header.
- On the lines tab, enter each destination with its percentage, until the total turns green at 100%. If the split is equal among the destinations, enter the lines with any percentage and use Divide equally.
- Go back to the header, check Active and save. The template now appears in the list for applying.
🪄 Applying the template to an installment
The template is used on the other side: in the installment's Split window, in Accounts Payable/Receivable. At the top of the window there is the Cost split template field and the Apply template button; the list offers only active templates that add up to 100%.
When you apply it, upCampo calculates each line's amount on that installment's amount — the leftover cents go on the last line, so the split adds up to the exact amount — and records the lines inside the installment. If the installment already has a split, the screen warns before doing anything that applying the template deletes the current lines and records the template's lines, and asks for confirmation.
📊 Reports and dashboards
The template has no report of its own: its effect shows in the reports that read the installment's
split. FIN.03.01 (formerly 15.02) – Financial flow, FIN.03.02 (formerly 15.03) – Periodic cash flow and
FIN.04.02 (formerly 15.04) – DRE divide the split installment across the lines' accounts and cost centers, instead
of putting the whole amount in the installment's account. That is why adding up to 100% matters so much — see the
Chart of Accounts to understand how those
accounts are grouped in the DRE.
- The split the farm repeats every month no longer has to be typed in every month.
- The same expense always falls in the same proportion — headquarters power isn't 30% one month and 25% the next because of a typing mistake.
- A template registered once serves every farm in the company.
- Since only a template adding up to 100% can be active, applying a template never distorts the installment amount in the reports.
❓ Frequently asked questions
I saved the template and it doesn't show up to apply to the installment. Why?
For a template to appear in the list for applying, it must be Active and add up to exactly 100%. Check the Total column in the template list: if it isn't at 100.00%, a line is missing or there is one too many. And check that the Active field stayed checked — the template must be saved as active after the lines are complete.
upCampo won't let me save the new template and says it must add up to 100%. What do I do?
It's the order of registration. The Active field starts checked, and a new template doesn't have any lines yet — so the total is zero and the 100% lock rejects it. Uncheck Active, save the header, enter the lines on the lines tab until the total reaches 100%, and only then go back and check Active.
I fixed the template's percentage. Do the old installments fix themselves?
No. Applying a template copies the lines into the installment, and from then on the installment has its own split. The correction in the template applies to future applications. To fix older installments, you have to open Split on each one and apply the template again — which deletes the current lines and records the corrected ones.
Do I need to register the same template on each farm?
No. The cost split template applies to the whole company: registered on one farm, it can be applied on any other. There is no farm field in the registry.
What is the difference between this split and Allocation Setup in the Inventory menu?
They are different subjects with a similar name. Allocation Setup, in the Inventory menu, splits a transaction's cost across field, variety and fleet — it is a crop split, used for cost per area. The Cost split template, in the Financial menu, splits an installment's amount across management account and cost center — it is a financial classification, used for the DRE and cash flow. Templates from one don't appear in the other.
Can I delete a template I have already used on several installments?
Yes, and nothing is lost. Since applying copies the lines into the installment, installments already split stay exactly as they are — the deleted template simply no longer appears in the list for applying. If you only want to take it out of circulation for a while, prefer to uncheck Active: that way it leaves the list and the registry stays there.
How do I split an expense equally among three cost centers?
Enter the three lines with the destinations (any percentage will do) and click Divide equally: upCampo builds 33.33% / 33.33% / 33.34%, putting the leftover cents on the last line so the total adds up to exactly 100%. The same button exists in an installment's Split window, for when the split applies only to that installment.