This article explains how duplicate detection identifies potential duplicate expenses and flags them to accountants when controlling them.
📝Note: duplicate detection is part of the Professional plan. For an overview of our pricing plans, please visit our Pricing page.
What is a potential duplicate?
Circula automatically detects and flags potential duplicates by matching:
Amount
Invoice date
Invoice ID
Who can identify and correct duplicates?
❗️ Important❗️
The accountant must be setup as a root accountant (= accountant for users outside of groups).
Only root accountants have rights to see all receipts of an organization whereby duplicates of receipts submitted by the whole company can be detected by Circula.
How are duplicate expenses flagged?
When a potential duplicate is detected, an exclamation mark appears on the expense and a message is displayed in the expense details view:
Potential duplicate detection message in the expense view
When clicking on "Show duplicate", Circula opens a windows that displays the two possible duplicate expenses, so they can be easily compared:
Duplicates can be compared directly in this view
What can the user do when a duplicate is detected?
From there, accountants can either:
Ignore the duplicate detection
Reject the duplicated expense back to submitters
📝 Notes:
When rejecting a duplicate expense, the rejection reason will be automatically set as "This duplicate expense has already been submitted."
This message can be modified before confirming the rejection.
Do you still have questions?
💬 Chat Support
📞 +49 30 588 491 01
✉️ support@circula.com