clickBACON automatically flags an invoice as a potential duplicate when an existing document in the same restaurant location matches all four of the following:
- Restaurant name
- Invoice number
- Vendor
- Amount
If you upload the document directly in the app, a pop-up will notify you at the time of upload and ask if you want to continue.
If the document is emailed in, no immediate notification is sent. You will only see the flag when you review it in the app.
Where you'll see the duplicate flag:
Ready for Review:
Under TAGS, if you hover over the icon, it will let you know it is a duplicate invoice. The Status column will also show AI Rejected. If you hover over this status, it will give you the reason it was rejected.
Clicking the 3 dots under ACTION will allow you to delete the invoice.
On The Document:
Opening the document itself will show a red banner reading "Duplicate Invoice" along with the AI Rejected status at the top. Hover over the status to see why the invoice was rejected.
Clicking the trash can will allow you to delete the invoice.
Bulk Approval Screen:
The same Tags icon and AI Rejected status appear here as well. You can click the document icon in the Actions column to open a pop-up preview of the invoice without leaving the screen. The three dots, also under the Actions column will allow you to delete the invoice.
