Check for duplicates between bills and spend money transactions
I like the feature that flags potential duplicate bills
I'd like the feature to also check for potential spend money transactions that instead should have been applied to the bills (same for sales invoices and receive money transactions)
If the bank statement line date is close to the bill due date, and if the amount is the same - that's enough to flag as a potential duplicate
It would be wise to make the feature able to be turned off, for the cases where there are a lot of false matches
Scott Boladeras
shared this idea
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Eve Brock
commented
It would be useful if Xero ran a check on spend/receive money transaction references in the same way it does when entering bills and credit notes to warn you and therefore prevent duplicates. I have entered bills as spend money transactions directly on my bank feed without realising I have previously entered them as a bill.