Prevent Exact Duplicate Invoices: How SleekTech Helps You Avoid Mistakes
When you enter a new invoice, SleekTech automatically checks for any existing invoices that appear similar and will display a warning if a potential duplicate is detected. This is only a warning, and you can always override it if the invoice is genuinely new.
We have recently improved the logic to provide more accurate and reliable duplicate detection.
How the duplicate check works
1. When both a supplier and an invoice number are entered:
SleekTech will look for any other invoice in the system with the same invoice number from the same supplier.
Since suppliers do not issue two invoices with an identical invoice number, this scenario almost always indicates a duplicate.
2. When the invoice number or supplier is missing:
If either of these fields is not provided, SleekTech will check for matches based on the following four details:
- Invoice date
- Invoice amount
- Supplier
- Property
If an existing invoice matches all four fields, there is a strong likelihood that it is a duplicate.
Need more control? Set up invoice frequency limits
If you'd like to define your own rules — such as “no more than 1 insurance invoice per year” or “no more than 2 boiler repairs in 5 years” — you can do this using Duplicate Invoice Warning Rules.
Learn more: Set Up Invoice Frequency Rules: Limit How Often Invoices Are Raised