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Bills - Highlight/flag potential duplicate bills after creation

Currently if a duplicate Bill to Pay is entered this only highlights/flags as duplicate when you are first creating the Bill or are editing the bill at a later date. Once it has been approved, it no longer highlights/flags this as a potential duplicate.

It would be great if Xero could flag that this could be a duplicate in 2 places:
1) on the bills to pay screen, somewhere out to the side (like the attachments) or perhaps the whole row in a different colour to identify that there are 2 bills for the same supplier with the same invoice number that should be looked into for potential duplication.
2) on the actual bill itself after it has been approved, banner up the top is fine, similar to how this shows when drafting the bill.

Comment: I would only ask it to check Contact & Reference, I wouldn't get it to check the date as sometimes this is simply an error/typo in the date, particularly if it has been imported from HubDoc.

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

Hi team, as TJ noticed our duplicate detection service has now been released to all users 😁

From the Bills list you'll now see a banner if there are duplicate bills to review and you can also access this option from the 3 dot drop down menu in the top left of the bills list. We've shared a bit more info on how this all works on Xero central.

Right now you'll be able to take action on Draft or Awaiting payment bills from the Action column, however to view or edit a bill you'll need to return to the list page to open this.

We're looking at possible improvements so you can view and manage ills within this page, too.

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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