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Merging duplicate invoices and receipts

Several software providers issue both an invoice and a receipt for the same cost. The documents are identical apart from being labelled either 'invoice' or 'receipt.' Can these be automatically merged since they are duplicates?

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Kate Champion shared this idea  ·   ·  Report…  ·  Admin →

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  • Katie Redman commented  ·   ·  Report

    Yes! I came here to suggest this. I have the same issue. We have to manually look for these problem suppliers and merge the documents. I also tried publishing with one document, hoping the second document would find the paperwork match, but it does not.

  • Heidi McMath commented  ·   ·  Report

    Agree this would be a great improvement. Please implement

  • Milo Hill commented  ·   ·  Report

    Please fix this, very annoying. Any company using Stripe as their payment processor does this.

  • Karen Andrews commented  ·   ·  Report

    This is getting more and more common - this would be amazing - even a rule so we can decide what happens to a receipt or invoice

  • Lewis Smith commented  ·   ·  Report

    businesses using stripe often send an invoice and receipt in the same email. it would be good for Dext to handle this scenario

  • Tami Klufas commented  ·   ·  Report

    Yes please!!! The only way our accounting team can know that this is a duplicate is by logging in to our accounting software and confirming for each receipt if we already had the invoice recorded. I am having to manually review and remove so many transactions after reconciliation to eliminate these duplicates and it makes it very difficult to spot double payments when one does occur within a reasonable amount of time.

  • Justyn Butler commented  ·   ·  Report

    We receive a lot of automatic supplier emails that include both receipt and invoice PDFs in the same email.

    This leads to duplication in the inbox, or confusion if we only auto-publish one and the other is left behind.

    We would like to be able to set rules for which PDFs to process when receiving to the dext.cc email address, so that we can set it to ignore "receipt" PDFs in favour of "invoice" PDFs.

  • Luke Cousins commented  ·   ·  Report

    Agreed, this is a very common situation!

  • Carmen Morris commented  ·   ·  Report

    I'd also like to see the same feature available for delivery dockets. I'd like to be able to combine Dext Prepare items for publishing as supporting documents, even if nothing needs to be extracted from them when publishing.

  • Sarah Marsh commented  ·   ·  Report

    I absolutely agree and it's getting more common for suppliers to do this. I have to manually remove the receipt from the system and have had to turn off auto-publish for many suppliers for this reason. It's costing me time!

  • Josh Moore commented  ·   ·  Report

    I received an "invoice" and a "receipt" from the same customer. They have the exact same invoice ID shown on both. However, DEXT currently does not merge them, and instead treats it as two different transactions, and tries to push them both to Xero. The receipt and invoice is sent from Stripe, based on a repeating subscription. Feature request: If the invoice ID is the same between a receipt and an invoice, then DEXT should identify that they are for the same transaction and merge them / consider them duplicates.