How to find possible duplicate invoices for review
Duplicate checking helps identify records that may describe the same invoice. The useful output is a set of candidate matches with their evidence, so a person can decide what needs correction.
Start with the right material.
- What you provide
- a loaded invoice table with vendor and invoice identifiers.
- The intended result
- Flag potential duplicate rows by user-chosen keys without deleting or approving anything.
How the workflow works.
Choose the matching fields, such as supplier and invoice number, and explain any normalization. Compare amounts and dates as supporting evidence while keeping different document types distinguishable.
What to check in the result.
Inspect candidate pairs before removing or withholding anything. Similar amounts can be legitimate recurring charges, and a credit note or revised invoice may look similar while representing a different record.
Import the CSV with a consistent delimiter and inspect text identifiers, dates and amounts before using spreadsheet totals. Keep the original file available while checking any automatic type conversion.
Learn from the worked example.
The downloadable CSV example uses these columns: Source row, Vendor, Invoice number, Duplicate group, Action. Compare a complete record with the source before sorting, combining or importing your own output.
The supplied example is illustrative. It is not a recorded run on your data.
Download the example ↓Use it with your own material.
- Open the source you want to work with and activate WebAct on that tab.
- Copy the task from the hero, add any required fields or preferences, and review the proposed actions.
- Compare the first result with your source. Ask for a specific correction or refinement where needed.