How to mark an extracted invoice as a duplicate?
When Discovery extracts data from a PDF invoice file for you, it uses that data from to detect duplicates. This ensures that you're not processing or auditing copies of the same invoice, and helps to streamline your workflow. However, it's up to you to confirm whether these are indeed duplicates or not. To get started doing this, head over to Extract using the primary navigation link.
- If Discovery suspects that the invoice you are editing is a duplicate, you will see a warning message at the top of the index page stating Possible Duplicate Invoice Detected.
- If the invoice is indeed a duplicate, click the “Mark as duplicate” button in the warning message. The invoice status will change to “Marked as Duplicate” and it will not be processed further.
If Not a Duplicate
Undo if Needed
If you marked an invoice as a duplicate by mistake, open the invoice again and click "Unmark as duplicate" to restore it to its previous status.
Notes
- Only invoices that have not already been processed or archived can be marked as duplicates.
- Marking an invoice as a duplicate is a manual action—Discovery will not automatically move invoices to this status without your confirmation.
If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.