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Performing a duplicate check

If the duplicate check is turned on, the software will check each invoice as it is processed to see if it has already been processed. If an invoice has already been processed, the software displays a warning message. Before you can continue processing the invoice, you must accept the warning and provide a justification. This justification is noted in the invoice log.

Enabling the duplicate check

For newly created workflows, the duplicate check is enabled by default. Suppose you want to enable the duplicate check for an existing workflow.

This is how it works

  1. Navigate to the workflow settings.

  2. Enable the Duplicate check in the section with the same name.

  3. Save the workflow configuration.

The duplicate check is now enabled.

Detecting duplicates

The software marks a document as a duplicate if

  • in the last 18 months,

  • an invoice from the same vendor (identified by the vendor number)

  • with the same external document number (i.e. invoice number)

has been processed.