Duplicate Document Detection

Coreloops automatically checks uploaded documents against existing records and flags potential duplicates before they cause issues with your accounts or reporting.

Written By Gabriel Makinwa

Last updated 1 day ago

How it works

When a document is uploaded or created, the platform compares it against existing documents using key fields β€” including totals, tax amounts, dates, and supplier details. If a strong match is found, both documents are flagged.

Identifying duplicates

Duplicate indicators appear in:

  • Document cards β€” A warning banner on the card indicates a duplicate match has been detected

  • Document sidebar β€” A duplicate warning section appears at the top of the sidebar with a link to the matching document

  • Documents table β€” Use the Has Duplicates filter to show only documents flagged as duplicates

Reviewing potential duplicates

Click View Duplicate on any flagged document to open a side-by-side comparison modal. Review both documents to confirm whether they are genuine duplicates or separate records.

Resolving duplicates

From the comparison modal you can:

  • Ignore β€” Mark the pair as a false positive. The warning is removed from both documents.

  • Delete β€” Delete one of the duplicate documents directly from the modal.