Duplicate Invoice Handling In DocBits
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Go to Settings → Document Types → Invoice → More Settings as shown in the screenshot below
The user has two options for detecting duplicate invoices:
Duplicate Document Detection This feature checks for duplicate documents uploaded to DocBits based on the selected criteria. If the selected criteria match across documents, the system will flag the document as a duplicate.
Duplicate Invoice Detection This feature requires Supplier Invoices to be synced from Infor to DocBits. It compares the invoice numbers in the DocBits invoice dashboard with those in Infor. If the same invoice number is uploaded more than once, it will be flagged as a duplicate.
NOTE: Using the Duplicate Invoice Detection feature will result in an additional credit charge.
Once the setting is turned on the user can select the criteria for duplicate detection
Once Duplicate Detection is enabled in the settings, the dashboard will display an icon for any invoices identified as duplicates based on the specified criteria. Clicking this icon will open the duplicate records in a split-screen view for easy comparison
When the user opens the document a warning bar is shown for the duplicate invoices as shown in the screenshot
