› Manage AP Agility Workflow › Process duplicate invoices

Process duplicate invoices

By default, Kofax AP Agility does not check to see if invoices are duplicates. If required, it is possible to check invoices for duplicates.

if Kofax AP Agility determines that an invoice is a potential duplicate of another invoice from the same vendor, the invoice is routed to the Exception activity queue automatically.

The Exception workflow operator cancels the invoice or marks it as Not Duplicate so that it can progress through the workflow.

You can configure the AP Agility Workflow to check for duplicate invoices by following these steps:

  1. Open the Kofax AP Agility workspace as an Administrator.
  2. On the menu, select Settings > Workflow > General Settings.

    A list of AP Agility Workflow settings is displayed.

  3. Select Check Vendor Invoice for potential duplicates.

    Several additional settings are selected automatically. If you do not want to use them to identify duplicate invoices, clear them as needed.

    • Use the date of the invoice to identify duplicates

    • Use the amount of the invoice to identify duplicates

    • Use the invoice number to identify duplicates

  4. Optionally edit any other Workflow settings.
  5. Click Save.

    A message is displayed to indicate that your changes are saved.

  6. Optionally, click Close.