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Version: Current

Quick Start: Checking for Duplicates

Zudello helps prevent processing the same document twice by checking for potential duplicates.

How it Works:

  • On Upload: If you upload the exact same file again, Zudello usually detects it and prevents the duplicate upload or marks it automatically.
  • During Processing: When you open a document, Zudello checks if other documents in the system have the same Document Type, Document Number, and Supplier/Customer.

Identifying Potential Duplicates:

  • If a potential duplicate is found within Zudello, a warning banner appears at the top of the document you opened:

    A possible duplicate was found. View duplicate

  • If a potential duplicate is found in your connected accounting system (ERP), a different banner appears:

    A possible duplicate was found in your accounting system

Reviewing Duplicates:

  1. If you see the "View duplicate" banner, click the View duplicate link.
  2. Zudello displays the current document and the potential duplicate side-by-side.
  3. Carefully compare them. Are they truly the same document?
  4. If Duplicate: Decide which one to keep and which to remove. Click Delete under the document you want to remove and confirm.
  5. If Not Duplicate: Close the comparison view and continue processing both documents normally.

Related How-To Guides: