Complexity in Splitting & Consolidation
When it came to splitting entries, the workflow was relatively straightforward: the user could select an accounting entry, input the split amounts, reference numbers, and transaction types — a simple and intuitive process.
However, consolidating entries introduced several challenges. Key questions emerged, such as:
- How should users select multiple entries for consolidation?
- What should the affordance and signifiers look like to make the consolidation action clear and discoverable?
- How would the system handle conflicts or mismatches between the selected entries?
These considerations made the consolidation workflow significantly more complex compared to splitting, requiring more careful UX design to avoid user confusion and workflow breakdown.