How to group multiple vendor ledgers?

To group multiple vendor ledgers, please follow below mentioned steps:

Step 1: Please go to Vendors Section and select Groups
Next, click on “+ Group”

Step 2: Enter the group name and, if needed, a description. Then, use the search bar to select the parties and Create group.

You can select the vendors and add them to get the combined ledger.

Step 3: Once the group is created, you can see the party details and combined ledger for them.


Note:- This feature is available from Rise Plan and accessible in the Web version only.