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Aggregate Similar Invoice Lines in the Sales Review Miss Log

How to enable "Aggregate Similar Lines" in the Sales Review Miss Log and understand the aggregation logic.

How to Aggregate Similar Invoice Lines:

  1. Enable "Aggregate Similar Lines"

    Screenshot 2026-01-09 at 10.03.35 AM
  2. 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 (%)