How does the feature Xero Bill Duplication Control work?
ApprovalMax identifies Bills that might potentially be duplicates and notifies Requesters, Reviewers and Approvers at every stage with a respective message to ensure their awareness.
Requesters are advised to consider this information before submitting such a Bill:
while Approvers can keep it in mind when making their decision.
while Approvers can keep it in mind when making their decision.
This reduces the risk of duplicate payments significantly:
Bill statuses taken into account are:
- Awaiting Approval
- Approved
- Paid
The parameters checked for duplication are:
- Supplier
- Date
- Amount (Total Gross exact match, Currency exact match)
or
- Reference
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