Audience: Accounting Manager
Summary: Reviews how to merge multiple item or expense lines in the invoice data entry screen
When using line level invoice capture, invoices will be created with separate lines corresponding with each line on the scanned copy of the invoice. In MineralTree, these lines can be merged into a single line by pressing the Merge button in the invoice details. This cannot be undone. The Merge button is available on draft invoices only.
In the case of a purchase order invoice, the merge action will unlink all separate lines, and allow the new merged line to be linked to any purchase order line. If you find you are merging lines frequently for a particular vendor, you might want to change your Default Invoice Preferences for that vendor to Header Level capture which does this automatically. To learn more about how to do this, review the article on the Vendor Profile.