I had to create an audit rule where the system picks up duplicates once you click save. You then have to find the duplicate and delete it from the system. Is there any other quicker ways to detect duplicates?
This sounds to me like you are asking about Invoice, not expense. This question came up in some of the classes at Fusion as well. From what I understand, there is no way to automatically see the duplicate. You do have to look for it. It is usually a simple search for that ivnoice number in the processor screen however you do need to remember that it can be in deleted or unassigned areas as well.
Do you use Concur-managed Capture? We do and it's a "rule" on their side to not pass us duplicate invoice numbers. We also have an audit rule just to make sure nothing sneaks through.
We are using Invoice Capture (Concur-managed) and we have a vendor that sends a lot of past due reminders, which contain duplicate invoices. It seems that Concur is not stopping these from processing as duplicate invoices and our admin, spends a good deal of time deleting them. How did you get that rule in place with the capture team? It seems like we are missing an important time-saving feature in our set up.
@Jenny I would suggest posting this in the User Admin Group as well. See if maybe some of the administrators there might be able to provide some insight.
Here at the George Washington University are having the same issue with a few vendors, some of which are paid by procurement card outside of Invoice. I would love to know how to stop the invoices from certain suppliers at the point of capture, and for others, how to stop double, triple etc. posting of duplicate invoices. Any assistance would be appreciated!
If you use Invoice Capture Processing - Dual Support, you can delete groups of emails, as long as there is some way to easily identify the duplicates. We have a vendor that sends emails with the subject line Past Due and we can filter to all emails with that and select multiple lines of them and choose the action to reprocess as client managed and then we can select the client managed batches and delete them. So far, that's the best we've come up with to handle large groups of duplicate invoices we know are duplicates. It would be nice if there was a way to set up the system to reject those without us having to take those actions, but for now at least that is a start.