FAQ: What does the "Consolidate Lines" setting on a supplier do?

The Consolidate Lines setting (consolidate_lines) is a toggle found on Supplier records in Zudello (Relationships > Suppliers > Edit Supplier).

Purpose:

When this setting is turned ON for a specific supplier, it tells Zudello to automatically simplify any incoming documents (like Invoices) linked to that supplier during the Enrichment process.

How it Works:

If consolidate_lines is ON:

1. Zudello deletes all the original transaction lines extracted from the document.
2. It creates a single new line item.
3. This single line gets:
   • Description: "Document Total"
   • Quantity: 1
   • Unit Price: Sum of the original lines' total amounts.
   • Total: Sum of the original lines' total amounts.
4. Default coding (Account, Tax Rate, Dimensions) from the Supplier record is applied to this single line.

If consolidate_lines is OFF (default), Zudello processes lines as extracted.

Use Case:

This is useful for suppliers where you don't need line-item detail for processing or accounting, such as:

• Utility bills (electricity, water)
• Phone bills
• Simple service invoices where only the total matters.

It simplifies coding, as you only need to code one line, often using the supplier's default coding.

Caution:

• Enabling this setting permanently removes the original line-item detail from the Zudello transaction data.
• Do not use it if you need line-level detail for matching, approvals, reporting, or ERP integration.
• If the original document extraction finds no lines, enabling this setting results in a $0 line.