Adaptive automatically detects potential duplicate bills and receipts to help maintain accurate records and prevent double payments.
1. Accessing Duplicate Detection
Duplicate detection appears directly within Bills and Expenses:
On a bill or receipt detail page, a possible transaction duplication banner displays at the top when a match is detected.
Use the Has duplicates filter (under the Duplicates filter group) to view only transactions with possible duplicates.
2. How Duplicate Detection Works
Adaptive flags two transactions as possible duplicates when:
They have the same vendor, and
They have the same reference number, after normalizing formatting (for example: INV-001, inv001, and inv 001 will match).
Detection occurs:
When a bill or receipt is created
When the vendor or reference number changes
Matches are detected across both transaction types — bills and receipts.
Important: Duplicate detection requires a reference number on both transactions. Transactions without reference numbers are not flagged.
3. Reviewing Duplicate Transactions
Select the warning icon or the banner link to open the Duplicates sidebar, which includes:
The vendor name and reference number that triggered the match
A list of matching transactions, grouped into Bills and Receipts
The current transaction, highlighted for easy comparison
Click any row in the sidebar to navigate directly to that transaction.
4. Resolving Duplicates
Resolve duplicates from the Duplicates sidebar when the transaction is in draft:
Archive — Removes the transaction from active views while keeping it on record
Delete — Permanently removes the transaction
For transactions that are not in draft (e.g., approved or synced), open the transaction detail page first, then archive or delete from there.
If you have any questions or want to share feedback, feel free to reach out at [email protected].