How to Merge Invoices in the Document Inbox

The Document Inbox contains all the invoices uploaded to QAP. Sometimes invoice images may be uploaded separately by accident, or multiple invoices need to be merged into one. The Merge feature in the Document Inbox allows you to seamlessly combine invoices. 

Invoices in the following SmartCapture statuses can not be merged:

• Successfully Captured
• Partially Captured
• Failed to Capture

Using the Merge Function

In the Document Inbox, locate the images you need to merge. Up to 20 images can be merged at one time. After selecting the image, click the three dots icon in the top-right corner. 

In the Merge pop-up window, enter the file name for the merged invoice. This allows you to quickly locate the file in the Document Inbox. Click Save to finish merging the invoice. 

Spliting Merged Invoice

If an invoice was merged incorrectly, use the Split function to split the images back into separate invoices. Locate the merged invoice in the Document Inbox, and click the Pencil icon to enable the edit options. 

Highlight the image you want to split, and click the split option. Click Save to finish splitting the invoices.