Subtotal and Sort Expense Item Groups on Invoices

These features allow you to change the sorting and subtotal appearance in invoices.

• Sort all expense items alphabetically — when selected, all expense items are sorted alphabetically. If cleared, the order in which these expenses groups were created is preserved.

• Display subtotals for custom expense item groups when using alternate invoice layout for expense charges — Select this option to display subtotals for custom expense item groups on invoices.

Note:

These features are only supported when the invoice layout uses custom groupings and an alternate layout for expenses.

To change these settings, go to Administration > Application Settings > Invoices > Invoice layouts > [select a layout] and go to the “Combine charges” section of the form.

To enable this feature, contact OpenAir Customer Support.

Note:

This feature also requires invoice layouts to allow users to define aggregate expense items. To enable this feature, contact OpenAir Customer Support and request the Enable Custom Groupings of Expense Item Charges on an Invoice account setting.