Audience: Accounting Manager
Summary: Reviews how to merge multiple item or expense lines in the invoice data entry screen whether in the Classic View or New View.
Topics Covered
- Classic View – how to merge invoice lines
- New View – Merge All and Merge Selected options
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Purchase Order Invoices – merging and linking lines
Classic View
When using line‑level invoice capture, invoices are created with separate lines corresponding to each line on the scanned copy of the invoice. In MineralTree, these lines can be merged into a single line by clicking Merge in the invoice details.
Important: This action cannot be undone. The Merge button is available on draft invoices only.
New View
In the New View, you have more options for merging lines:
- Merge All – Click Merge All under Line Actions in the invoice details to combine all lines into one.
- Merge Selected – Select the specific line items you want to merge, then click Merge Selected under Line Actions.
Important: Both actions cannot be undone. The Merge button is available on draft invoices only.
Purchase Order Invoices
For purchase order invoices:
- Merging will unlink all separate lines.
- The new merged line can then be linked to any purchase order line.
If you frequently merge lines for a particular vendor, consider changing the Default Invoice Preferences for that vendor to Header‑Level Capture, which automatically consolidates lines. To learn more, review the article on the Vendor Profile.