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How do I avoid duplicate documents in my account?

Maxime avatar
Written by Maxime
Updated over 2 weeks ago

Table of contents:

Accounts payable

Settings >Inbound

>

Accept

  1. Check for duplicate documents-> ON
    A warning is displayed when you import a duplicate:

    229-warning.png


    Note:

    to determine duplicates, the following elements are checked:

    1. Amount

    2. Invoice number

    3. Invoice date

    4. Supplier

  2. Block archiving of duplicate documents -> ON
    Prevents duplicate documents from getting accepted and archived again.

232-duplicates.png

Accounts receivable

Settings > Outbound

  1. Check for duplicates -> ON
    The total amount and invoice number get checked to determine if a document is a duplicate.

  2. Block duplicate to be sent -> ON
    Prevents you from sending an invoice that has already been sent to your customer.

    230-warning.png

231-duplicates_.png

Data enrichment status

An invoice gets the Data enrichment status when you try to accept the invoice but the system detected the invoice as a duplicate based on the following criteria:

  • Supplier

  • Document date

  • Document number

  • Total amount

In principle, there is already the same invoice in your account and you can delete the document with the Data enrichment status from the invoice details.

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