Auto-Consolidation on Client Invoices
This article is part of the Client Invoicing section.
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The system can be configured to automatically consolidate multiple charges into one charge on client invoices if they meet certain criteria. This means you do not have to manually consolidate charges in the Hold File for them to display on one line on the invoice.
For charges to auto-consolidate on invoices they must have the same:
- Development
- PL Account
- Standard Description
- Budget Heading
- Apportionment
You can create Standard Descriptions by following the steps in: System Parameters - Creating Standard Descriptions
You will need to contact Support to have these set to consolidate on your invoices.
The "Consolidate Same PL Only" System Setting can be switched off to allow auto-consolidation of charges with the same Standard Description but different PL accounts.
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