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Introducing duplicate document detection in Hubdoc

Posted 1 month ago in Product by Austin Baggio
Posted by Austin Baggio

We’re excited to announce a new feature in Hubdoc called duplicate document detection. It’s available from today for anyone with a Hubdoc organisation. If a document has the same supplier, date and amount as a document already uploaded, Hubdoc will automatically highlight the duplicate and notify you that a duplicate has been detected. You can then either move the duplicate to the trash, or mark it as ‘not duplicate’ if you’d like to keep it. 

 

This new feature will save you time and reduce errors in your bookkeeping, so you can spend less time double-checking uploaded documents and more time on value-added tasks. Hubdoc is included in some Xero plans and is easy to set up from within Xero. For our partners, it’s also part of the partner program, so you can earn points for using Hubdoc with your Xero practice organisation.

9 comments

Lisa Graham
December 9, 2020 at 11.27 am

Thanks for this, it has been long anticipated. Is it possible to also identify duplicates by the Invoice number as this would be more accurate. We get different invoices, from the same supplier, for the same amount, so adding the invoice number to the criteria would simplify things in this situation. Look forward to your input.

Beeny Atherton in reply to Lisa Graham Xero
December 9, 2020 at 3.31 pm

Hi Lisa, thank you so much for your comment. I please to say that any invoice numbers on documents are also checked – please note that two documents must have the same invoice numbers to be identified as potential duplicates. You can find out more here. Hope that helps answer your question.

Margaret Weeks
December 10, 2020 at 3.44 am

Thank you so much! This is a great help & time saver.

Mary
December 10, 2020 at 2.24 pm

When will you guys introduce the merge duplicate feature? We often have duplicates as a result of the system reading the client details from the body of the email as a separate and the receipt as a separate document and would love to merge these two documents into one PDF instead of deleting them.

Beeny Atherton in reply to Mary Xero
December 11, 2020 at 9.23 pm

Hi Mary, thanks so much for the feedback, we hope you get a lot of benefit from this release. It doesn’t currently include the ability to merge, however, we’ll continue to keep an eye out for feature requests and prioritise roadmaps accordingly as best as we can. Thank you for sharing.

Jane
December 10, 2020 at 11.43 pm

Thank you so much this is a great addition

Roxanne Sedgbeer
December 15, 2020 at 11.11 pm

This is great, so glad this feature is finally here!
This might be the wrong place to bring this up, but when will we be able to match Bills to POs in hubdoc, its the one thing that puts me off using hubdoc and actually creates more work because I have to go in and manually and mark the POs as billed. But doing it this way you don’t get the advantage of the 2 records being linked. I guess the only way around this would be to create the bill from the PO and just attach the bill as a file, but not all our bills will need to be linked to a POs, so loading them on in 2 different ways is confusing and time consuming! Id love to be able to put the PO number into hubdoc when adding a bill and then it automatically marks that PO as billed in xero and creates a link between the 2 records! Thanks

Beeny Atherton in reply to Roxanne Sedgbeer Xero
December 22, 2020 at 12.09 pm

Hi Roxanne, we’re so pleased you are enjoying the update. The team is looking ahead at further updates so I’ll be sure to pass on that feedback.

Andrea Bonato
December 17, 2020 at 9.04 am

Well done.
Great addition

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