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Aggregate Similar Invoice Lines

How to enable "Aggregate Similar Lines" in the invoice lines section and understand the aggregation logic. 

 

How to Aggregate Similar Invoice Lines:

  1. Click on the gear icon under the Invoice Lines table

    Screenshot 2026-01-09 at 9.05.27 AM

  2. Enable "Aggregate Similar Lines"

  3. Invoice Lines are aggregated if the below fields are the same: 
    1. Customer
    2. Product Group

    3. Date (Month/Year of Invoice Line Date)

    4. Fund Type

    5. Spend Rate ($)

    6. Spend Rate (%)