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Use Group when the same vendor appears as more than one row and you want a single combined line on Subscriptions. The parent row shows a badge like 3 subs grouped. Grouping links the rows. It does not delete charges or documents.

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When to group

  • The same vendor shows up more than once after imports
  • You want one overview row, with each child still available in detail

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How to group

1

Open Subscriptions

Go to Subscriptions.
2

Select two or more rows

Check the subscriptions you want to combine. The bulk bar appears at the bottom.
3

Click Group

Click Group. You need at least two selected.
4

Choose the parent

Pick which row should be the parent. The others become children of that parent.
5

Confirm

The parent row updates with a badge such as 3 subs grouped.

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After you group

  • Subscriptions: one parent row with the grouped badge. Open detail to see the children.
  • Transactions: each charge still appears on its own row.
  • Spend totals: child spend rolls up into the parent for overview KPIs, based on your filters.