Resolve Duplicate Pairings

The Duplicate Invoices table helps you classify and resolve potential duplicates in your account. The following subsections describe how to:

• Resolve a Duplicate Pair
• Resolve Multiple Duplicates with Bulk Actions

Resolve a Duplicate Pair

To resolve a duplicate pair:

1. Navigate to the Duplicate Invoices tab and locate the duplicate pair to resolve.
2. Locate the Recovery Status column and select one of the following values:
   
   1. • 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).

3. 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.
   
    
4. Locate the Assigned User column, and select a user from your organisation to resolve the issue.
   
   
5. (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:

1. Navigate to the Duplicate Invoices tab and locate the duplicate pairs in the table to resolve.
2. Click the checkboxes to the left of each duplicate you want to resolve, and click Bulk Actions in the upper-right corner.
   
   
3. 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
4. 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.