Some of my payments aren't combining in the payment screen. How can I resolve this?

This article explains which payments are combined into a single payment in the Payments screen, which payments aren't combined, and how to combine payments for duplicate payees.

Which payments are combined in the Payments screen?

ExpensePlus will combine payment requests where:

• one or more purchases have been submitted for the same payee, and
• those purchases have been approved in time for a combined payment to be made.

In the screenshot below, you will see that payment P903 combines 5 purchases. 

Why some payments don't combine

There are some circumstances where payments will not combine:

• Invoice purchases do not combine - this is to allow specific invoice references to be maintained for each payment. This will give your supplier the best chance of reconciling your payment against the correct outstanding invoice.

• Duplicate payees - In the screenshot above, the payee has been added in duplicate (Tim Jacobs and Timothy Jacobs). In this scenario, ExpensePlus won't combine the payments, as the system is treating these payees as two different people. You can merge duplicate payees by selecting 'Merge Duplicates' in the Payee settings screen. Details of how to do this are provided in this help guide article.

  

• Payees and suppliers - payments to payees don't combine with payments to suppliers, even where these are apparently the same person. For more information, see What is the difference between a supplier and a payee?

To help you better understand the Payments module as a whole, please visit the module overview page here.