TrueCost - Consolidating Line Items for Clarity TrueCost - Consolidating Line Items for Clarity

TrueCost - Consolidating Line Items for Clarity

When a bill includes many detailed line items, it can be hard to review and share with owners or accounting teams. Collapse lines helps by consolidating multiple bill items into fewer, cleaner lines while keeping the total bill amount the same.

TrueCost is currently in beta and available to all customers on our Ops tier plan. If you’re not on the Ops tier but are interested in learning more about TrueCost, please reach out to your Customer Success Manager.
 



 

Where you’ll see Collapse lines

On a bill, in the Bill Items section.

Collapse options

Collapse lines by type
Groups items into one line per Type (for example, one for Labor, one for Parts). This is a good option when you want a cleaner bill but still need some detail.
 

All lines into a single line
Combines all items into one line for the entire bill. This is best when you want the bill to be as condensed as possible.
 


How to consolidate line items

  1. In the Bill Items section, select Collapse lines.

  2. Choose one of the following: Collapse Lines By Type or Add Lines Into a Single Line.
     

Collapse lines by type (individual line item per type)

All lines into a single line (in second screenshot below, notice that the Parts and Labor are combined into a single line item)

  1. Review the updated bill items.

  2. (Optional) Edit the new line description(s) to make them clearer. For example:

    • By type

      • Parts

      • Labor

    • Single line

      • Parts and Labor

  3. Select Save to keep your changes.

Notes and tips

  • Collapse lines is for formatting and clarity only, it doesn’t change the bill total.

  • If you want some structure, use Collapse lines by type. If you want maximum simplicity, use All lines into a single line.