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Block users from posting duplicate bills

Would it be possible to create a setting where users can be blocked from processing an invoice with duplicate reference numbers. There is currently a message displayed but some users click past it therefore creating duplicate invoices/bills. Perhaps the message can be made more prominent and displayed in Red to alert users.

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Louis Swart shared this idea  ·   ·  Report…  ·  Admin →
delivered  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi team, as you might've noticed duplicate detection in bills is now available to everyone! 🥳

We have a bit of detail on how this works in Xero central. Just to confirm outside of the Actions column If you need to view or edit a bill you'll need to return to the bills list to open the bill from here and make changes.

Our team are considering future enhancements in this space to enable you the ability to access bills from this screen. 😊

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  • TJ Biddle commented  ·   ·  Report

    @Kelly So - it looks like this was just pushed out today.

    Great feature, thanks!

    However, it's missing something very obvious: The ability to actually open the bill!

    Right now, it basically says "Here are the duplicate bills" and shows a list, but I can't actually open it.

    I need to be able to actually open the invoice, otherwise it's impossible to review if it's a true duplicate or if it's okay

  • Kathy Pupo commented  ·   ·  Report

    Hello, My name is Kathy, I started using Xero about 6 months ago. Every solution I have worked with in the past 20 plus years has a warning/msg or a parameter were it wont allow you to post a duplicate transaction debit or credit, this feature is vital when designing an accounting solution. In present we do Inventory Import Invoices/Credits and there is no msg displayed as I tested this a cpl of month ago.

    If there is a new option by user to block them from been able to process duplicates then can someone please advise if available or estimated time please.

    Thank you. Kathy

  • Megan McConville commented  ·   ·  Report

    Having the option to block duplicate bills is critical - I understand there can be recurring bills so you also need to option to post using the same bill number, but there should be a way to stop this. When multiple people work on one account, the room for error is very high.

  • Susan Murray commented  ·   ·  Report

    Hi, I didn't get a warning prior to adding a duplicate bill. What's required to activate the warning??

  • Claire Abram commented  ·   ·  Report

    I have been importing bills from emails for a few years and have noticed that I am not warned anymore when going from draft to approving the bill that it's a duplicate. I would like it if I was blocked from doing so.

  • Camille O'Reilly commented  ·   ·  Report

    I hope there is a unique feature that will stop us from entering the same bill number twice to avoid payment duplication. I can understand that there are recurring payments and payment plans but I am hoping for this feature to be only ticked if the accounts payable department wants it activated.
    Thanks

  • Jane Gardiner commented  ·   ·  Report

    This would be great if Xero could do this as most experienced users if importing from Hubdoc or from csv will approve a bulk number of invoices at the same time and do not get any message when this is done so a duplicate is raised

  • Liew Suet Yee commented  ·   ·  Report

    It will be great if Xero disable to save the bills with same reference number, either in draft, awaiting approval or approved status. Currently alert will be prompt out but still can save the bills, however if by import method then no alert will be shown at all.

    Purpose : To avoid duplicate bills taken-up

    Thank you.

  • Dianna Rea commented  ·   ·  Report

    Where about this message that it is a duplicate reference number because our system is not doing this but it is needs to be implemented. I am very concerned we are duplicating payments to suppliers.