The Duplicate Invoices table helps you classify and resolve potential duplicates in your account. The following subsections describe how to:
Resolve a Duplicate Pair
To resolve a duplicate pair:
Navigate to the Duplicate Invoices tab and locate the duplicate pair to resolve.
Locate the Recovery Status column and select one of the following values:
No action required: No further action is required
Action required: Additional action is required to resolve the duplicates
Recovered: Overpayment was recovered from the vendor post payment run
Corrected: Duplicate invoice was corrected prior to the payment run
Pending recovery: A refund for the overpayment is pending
Not recovered: Overpayment has not been collected from the vendor
Note: You can add, remove, or reorder available recovery statuses in the Transactions Settings page. To learn more, see Transactions Settings (coming soon).
Locate the Duplicate Pair Classification column and select one of the following values:
Yes: Invoices in the pair are duplicates. You must select one of the following duplicate reasons:
Manual Entry: Manual entry error caused the duplicate
Incorrect Vendor Chosen: Incorrect vendor was specified
OCR Error: Error occurred during OCR (optical character recognition) scanning
Vendor Error: Vendor specified incorrect information
Note: You can add, remove, or reorder available duplicate reasons in the Transactions Settings page.
No: Invoices in the pair aren't duplicates
Ignore: Don't flag the invoices as duplicates and tell the AI to ignore them as it learns to improve duplicate identification
Note: When you update the classification, a confirmation message briefly appears near the top-right corner.
Locate the Assigned User column, and select a user from your organisation to resolve the issue.
(Optional) In the Comment column, click the comment icon to add a note about the duplicate invoice.
Resolve Multiple Duplicates with Bulk Actions
You can use the platform's Bulk Actions feature to resolve multiple duplicate pairs in a single operation:
Navigate to the Duplicate Invoices tab and locate the duplicate pairs in the table to resolve.
Click the checkboxes to the left of each duplicate you want to resolve, and click Bulk Actions in the upper-right corner.
In the Bulk Actions popup, configure the following fields:
Duplicate Pair Classification
Yes: Invoices in the pair are duplicates. You must select one of the following duplicate reasons:
Manual Entry: Manual entry error caused the duplicate
Incorrect Vendor Chosen: Incorrect vendor was specified
OCR Error: Error occurred during OCR (optical character recognition) scanning
Vendor Error: Vendor specified incorrect information
Note: You can add, remove, or reorder available duplicate reasons in the Transactions Settings page.
No: Invoices in the pair aren't duplicates
Ignore: Don't flag the invoices as duplicates and tell the AI to ignore them as it learns to improve duplicate identification
Recovery Status:
No action required: No further action is required
Action required: Additional action is required to rectify the duplicates
Recovered: Overpayment was recovered from the vendor post payment run
Corrected: Duplicate invoice was corrected prior to the payment run
Pending recovery: A refund for the overpayment is pending
Not recovered: Overpayment has not been collected from the vendor
Note: You can add, remove, or reorder available recovery statuses in the Transactions Settings page.
Assign User: Assign a person to resolve the issue
Comments: Add a note about the duplicate invoice
Click Apply at the top of the Bulk Actions window, to resolve the selected duplicates.
Note: The platform briefly displays a confirmation popup in the top-right corner.
