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.
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.
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.
Thank you so much! This is a great help & time saver.
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.
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.
Thank you so much this is a great addition
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
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.
You look like you have taken the easy option extremely poor fix.
I am getting between 2 and 8 copies of the same invoices duplicated several times a week.
You are also showing duplicate with different invoice numbers so your checking has a bug!
Why have you not fixed the duplication issue? Or why are you not merging?
The system is terribly slow and unresponsive for me you have added an icon to duplicates which is a shabby fix
You need to address the main issue and fix it this is over 11 months old this bug
Hi Dale, sorry to hear that you’re having some issues. Thanks for letting us know – I have passed your comment on to my team so that we can take a closer look into it. Would you mind also raising a case with our support team so that we can give you a hand directly? You can raise a case here. Thanks so much!
Thanks Dale. We tried Hubdoc and abandoned it as terrible, but hoping to return to it after it evolved. My goal was this coming financial year, but your post about duplicates confirms we will still have issue with the product, so we will review it in another 12 Months. Hopefully it may have matured by then.
Hi folks, great addition – thanks. Can we fully automate the processing please, rather than have to manually check the “Possibly Duplicate” invoices. We would like an option at Account Level to be able “to set and forget”, so that any Duplicate invoices (i.e. 2nd and later) are flagged but not processed, while the first invoice is just processed normally.
Hi David, thanks for your comment. Hubdoc does auto detect duplications and then flags them for view by the Hubdoc user to then move to trash. You can find out more here.
The duplicate invoices has improved but a merge function would be extremely useful, as sometimes there are several pages to an invoice and the client will upload each page individually. I then have to manually download the extra pages and add them to the entry on Xero, whereas merging at source would be so much easier.
Hi Sarah, thanks so much for sharing your suggestion about including a merge function. Your comment has been shared with our Product Team.
I am encountering the duplicate invoices issues. I have the same supplier, date and invoice number but different amount however it does not identify as duplicate documents.
Hi Emily, can you please raise a ticket with our support team so we can take a closer look at what may be happening here? Thanks so much!
Hi. Do you have an option to merge invoices uploaded later in Hubdoc but already processed in Xero under Petty Cash or Spend Money. Thank you!
Hi Mari, at this time Hubdoc does not have a merge feature to merge more than one document into one. However, if you are referring to archiving invoices when they are uploaded into Hubdoc after being processed, we recommend archiving these invoices when uploaded into Hubdoc to mark them as complete. We hope that helps.
I am encountering a duplicate invoices issues.
I have the same supplier, date and invoice number but different amount however it does not identify as duplicate documents.
Consequently, resulting in several overpayments.
Could you please clarify?
On another note, does HubDoc check invoices that are already in Xero (not HubDoc) for Duplicates??
Hi Lawrence, thanks for getting in touch. Can you please raise a ticket with our support team so we can investigate the issue that you are experience with duplicate invoices. Thanks!
We are a business and have several separate profiles for our staff members – is there a way that we can view the invoices that our colleagues have uploaded?
Hi Jade, thanks for your question! You can ask our team by raising a case via Xero Central.
we have an invoice that is already in Xero.
If we upload it through hubdoc as a receipt it will show twice. We sometimes pay and get a receipt later.
Do you know how we can attach the receipt into the transaction in xero without triggering another transaction?
Hi Jenny, thanks for your message. If you get in touch with our support team they will be able to help with your query: https://central.xero.com/s/article/Get-help-from-Xero-Support