Combining Entries

Last updated: July 4, 2026

This is a guide that will teach you how to Combine Payable Entries.

Use the steps below to combine two or more separate entries into a single entry. This is useful when you need to match how a policy is billed in your AMS.

  1. From your document details page, select the two horizontal lines icon at the top-right of the details table.

    Screenshot 2026-06-05 at 7.38.34 AM.png

  1. Toggle on Edit Mode.

    Screenshot 2026-06-05 at 9.30.49 AM.png

  2. Select the checkboxes next to the entries you want to combine.

    Screenshot 2026-06-05 at 8.46.26 AM.png

  1. Select Combine at the top right of the table.

    Screenshot 2026-06-05 at 8.48.40 AM.png

  1. Complete all required fields (*) and validate information is correct. If you need to update the policy, click change.

    Screenshot 2026-06-05 at 9.16.13 AM.png

  1. Click Combine entries.

    Screenshot 2026-06-05 at 9.15.51 AM.png

  1. Combined entries are marked with a stacked icon.

    Screenshot 2026-06-05 at 8.56.23 AM.png

Contact Us

Need more help? Contact us at [email protected] for more help.