Requesters and Finance teams... Now is your time to make sure that you never upload the same expense twice! 😇
Expense claims duplicates
Expense claims duplicate flagging can happen this way:
- If the Requester submits the same expense claims twice.
- If the Requester submits an expense claim similar to a payment he's already made with his Spendesk physical card.
- If the Requester submits a receipt that has already been uploaded by him.
The different checks our tool makes are on:
- the receipt
- date+amount (if the supplier has not been filled or detected)
🔥 If the Requester submits the expense even though it's a duplicate, the Controller is warned on the request.
🔥 If the Requester submits the expense another user has already submitted, the link to the previous (equivalent) request is displayed.
As a Requester, I want to avoid submitting the same invoice several times. As a Controller, I want to make sure I don't pay the same supplier twice!
This is why we flag invoice duplicates.
When Requesters submit an invoice that has already been submitted (i.e the same file or same supplier + invoice number), then they immediately get a warning at the bottom of the request panel, and can either delete the invoice or submit it anyway.
As a Controller, if the user reviews an invoice that has already been reviewed, they get a warning so as to reject it and to avoid paying it twice.
What do we check?
The document added by the users and the information it contains.