Purpose

Invoice grouping is how BravoTran supports the processing of multiple invoices received in the same email. Invoices are separated into different groups along with any accompanying supporting paperwork, and are visible on the right side of the page next to the document preview as groups 1, 2, 3, etc. Invoice information such as the invoice number, invoice total, and invoice date are specific to the invoice group being viewed currently and only one value can be entered for each field. This means that any invoices that need to be processed where this information is different should never be left in the same invoice group, and should instead be separated into different groups.


Automatic Grouping

BravoTran will attempt to automatically create invoice groups as needed based on both the identified document patterns and invoice numbers we're able to extract. This system improves over time as BravoTran becomes more familiar with what your invoices look like and what is being used as the invoice number on them.


Manual Grouping

When automatic grouping either doesn't occur or is performed incorrectly, invoices can be grouped manually by doing the following:

  1. Click on the "Group Documents" button that appears towards the top of the page above the invoice total/date fields
  2. Select the page(s) that should be moved into a new invoice group (Ctrl + click can be used to select multiple)
  3. Click the "New Group From Selection" button or click and drag the pages under the "New Group" header below
  4. Click on the "Save Grouping" button to confirm the new invoice groups


Note that grouping cannot be changed once any invoices from the same email have been posted. If grouping errors occur in such an email and you need assistance correcting or if you're noticing consistent errors with automatic invoice grouping, you can submit a support ticket via our portal or contact support@bravotran.com.