Duplicate documents
How Inbox Ledger flags likely duplicates and how to keep them separate or dismiss them.
Duplicate documents
Member+The same invoice often arrives twice: once in your inbox and once forwarded by a colleague. Inbox Ledger watches for this and flags the second copy so you do not pay or file it twice.
How a duplicate is flagged
During processing, Inbox Ledger compares each new document against the ones you already have. When a new document looks like a copy of an earlier one, it is flagged as a likely duplicate. There is no separate Duplicates page. Instead, the flagged document gets a Duplicate badge in the documents list, and a banner with the resolution choices appears on its detail view.
Resolve the banner
The banner gives you two choices.
- Keep as separate. Use this when the two documents are genuinely different invoices that happen to look alike. This clears the duplicate flag and reopens the document so it returns to your normal workflow.
- Dismiss. Use this when it really is a duplicate you do not need. This voids the document so it stops counting toward your totals and drops out of the active list.
Resolving a duplicate is available to the member role and above. Viewers can see the banner but cannot act on it.
Related
Documents
Where the duplicate badge shows in the list.
Detail view
Resolve a duplicate from the full document view.
Invoices and receipts
What the extracted data looks like.
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