Overview:
To simplify the process of identifying and handling duplicate invoices, the system features a dedicated "Duplicate Invoices" tab. This guide will walk you through reviewing and managing invoices flagged as duplicates.
Prerequisites:
Access to the Invoice Module on ProcureDesk.
Permissions to review and process invoices.
Step-by-Step Instructions:
Step 1: Access the "Duplicate Invoices" Tab
Navigate to the Invoice Module.
Open the "Duplicate Invoices" tab. This section automatically lists invoices flagged as potential duplicates by the system.
Step 2: Review the Duplicate Invoices
Select an invoice from the list.
Verify the details such as:
Supplier Name
Invoice Number
Invoice Date
Amount
Step 3: Decide on the Next Action
You have two options:
Option 1: Mark as Genuine
If the invoice is genuine (e.g., the supplier invoice number is incorrect or the invoice was mistakenly flagged), follow these steps:
Select the invoice.
Move it to the "Draft" status.
Edit the invoice details if needed.
Process the invoice as usual.
Option 2: Confirm as Duplicate
If the invoice is truly a duplicate:
Select the invoice/s
Either click on the trashcan icon next to the Invoice or click on "bulk delete" in case of multiple invoices are selected.
FAQs:
Can I edit the details of an invoice in the "Duplicate Invoices" tab?
Yes, invoices marked as genuine can be moved to "Draft" status and edited.