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
It sounds like you may enter Spend money transactions prior to reconciling, Scott? If so is there a particular reason you need this recorded prior to reconciling?
Just to confirm what's currently available, within bills to pay and the purchase overview you'll see a notification if Xero detects duplicate bills.
Separately when reconciling, if a statement line amount matches the outstanding amount on an invoice/bill, this invoice/bill is suggested as a match. This feature is designed to help prevent spend/receive money transactions being created when there is already a bill/invoice.
