How it works
When a document is uploaded or created, the platform compares it against existing documents using key fields — 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 — A warning banner on the card indicates a duplicate match has been detected
Document sidebar — A duplicate warning section appears at the top of the sidebar with a link to the matching document
Documents table — 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 — Mark the pair as a false positive. The warning is removed from both documents.
Delete — Delete one of the duplicate documents directly from the modal.