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 Pay then click on Invoices.
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.