Duplicate Detection
Overview
In DocBits, you can filter for duplicate documents by specifying which fields must match and by defining a time interval during which duplicates should be detected.
This page provides a detailed guide on how to enable and use the Duplicate Detection feature effectively.
Enabling Duplicate Detection
To enable duplicate document detection in DocBits, follow these steps:
Navigate to Settings → Global Settings → Document Types.
Select the desired Document Type and click on More Settings.
Go to the Duplicate Detection section.
DocBits provides two options for identifying duplicate documents:
Duplicate Document Detection: This feature checks for duplicate documents uploaded to DocBits based on the selected criteria. If any document matches the selected criteria across other documents, it will be flagged as a duplicate.
Duplicate Invoice Detection (Only available for the Invoice document type): This feature requires syncing Supplier Invoices from Infor to DocBits. It compares the invoice numbers in the DocBits dashboard with those in Infor. If the same invoice number appears more than once, it will be flagged as a duplicate.
Note: Using the Duplicate Invoice Detection feature will result in an additional credit charge.
Filter which documents should be detected as duplicate
Once Duplicate Detection is enabled, two dropdown menus will be available for configuration:
Duplicate Detection Fields Select the fields that should be used to identify duplicates (e.g., Supplier ID, Date, Invoice Number, etc.). Documents matching these fields will be flagged as duplicates.
Duplicate Detection Interval
Use this setting to define the time range within which duplicates are detected. Documents uploaded within the selected interval will be compared against each other based on the selected fields.
Available options:
1 Month
3 Months (Recommended)
6 Months
1 Year
Note: A 3-month interval is recommended to ensure optimal performance. Selecting a longer interval may lead to slower dashboard loading times.
Viewing Duplicate Documents on the Dashboard
Once Duplicate Detection is enabled, any documents identified as duplicates will display a duplicate indicator icon on the dashboard.
Click this icon to open the matching records in a side-by-side split-screen view for easy comparison. Note: The icon will only appear if at least one duplicate has been detected for the document.
When viewing a flagged document, a warning bar will appear at the top, indicating that the document is a duplicate.
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