Merge documents

Merge lets you attach supporting PDFs — delivery notes, breakdowns, contract pages — to the main invoice so approvers see everything in one document.

What does merging do?

One document becomes the main document and keeps its supplier, document number, accounting fields, and approval flow. The other selected documents are appended as extra pages. The non-main documents stop existing as separate records — they become part of the main document. The merge cannot be undone.

Where: Approval overview (also available from the Quarantine tab)

1. Tick the checkboxes of the documents you want to merge.

2. Click Merge in the action toolbar.

3. In the dialog that appears, select which document should be the main document — choose the one that carries the correct supplier, total, and accounting information.

4. Confirm. The other documents are appended to the main document as additional pages.

The main document continues through its approval flow from where it was — the merge does not reset or restart the flow.

Caution

Do not merge two genuine invoices, even from the same supplier. The non-main document disappears as a separate record, so one invoice will be lost from the system.

Related: What merging does — and when not to use it