Duplicate invoices

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

Click on the Back office icon in the navigation bar. Subsequently, in the now-opened screen, click on Duplicate invoices under Checklist, 

The following screen is opened:

This overview shows all purchase invoices, sales invoices or expense claims that are currently identified as a possible duplicate by Yuki. An invoice is recognised as a duplicate if it is the same as an already processed invoice on three of the following four points: contact, reference (e.g. an invoice number), date and amount. The percentage is shown behind each invoice, which represents how many points of the invoice match another invoice.

To view all invoices or only those that match 75% and above or 100% click on the right option in the drop-down menu.

To check whether an invoice is actually a duplicate, click on the white-blue icon in front of the relevant invoice so that both invoices are displayed side by side on the screen.

If the invoices are indeed identical, they can be bundled by clicking on the Bundle button. The invoice will now be removed from this view.