Help Centre › Building Processes
Find payments or invoices that look like the same one entered twice.
Add it to a process
In the process designer, open the Add step tab. Find Find duplicate payments under Process, or type its name in the search box, and drag it onto the canvas.
Fields
| Field | Required | What it does |
|---|---|---|
| Rows | No | Variable holding the rows (e.g. the payments ledger, or an extracted document) |
| Match on | No | Fields that must agree, separated by commas (e.g. supplier, amount) |
| Reference field | No | Field holding an invoice or payment reference, compared on its digits |
| Date field | No | Field holding the date |
| Days | No | How many days apart matching rows may be. Needs the date field |
| Variable | No | Variable to store the result in (default: duplicates) |
What it gives back
{duplicates}– groups (each with count and rows, every row with its position) and summary (rows, groups, flagged)
See all Process steps.