Merging AI-Coded Invoices
Merging AI-Coded Invoices
To save time, you can merge invoices if multiple uploads should all conform to the same coding.
From the Vendors > Review AI-Coded Invoices screen, select the check boxes next to each invoice upload that should be merged If you are using universal navigation, click Payables > Invoices > Review AI-Coded Invoices.
Click the invoice you want as the “parent” invoice.
The invoice that is selected and visible on the screen when you click Merge is considered the “parent” invoice.
Click Merge. The selected uploads will combine into one record. The PDFs for all other merged invoices are appended to the parent PDF.
