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Potential duplicate transactions flagged when importing multiple bank statements

Potential duplicate transactions flagged when importing multiple bank statements

This guide has been reviewed against our global client base and classed as relevant to all regions

Available from version 12.207

When importing more than one bank statement via the receipts from statement screen, potential duplicate transactions are flagged - flagged transactions can be viewed and an option to accept them or to omit them from the import is offered

From Import Receipts from Bank Statement:

  • Click Import and browse to import the first statement, as usual

  • Repeat to import the next statement

    • If any potential duplicate transactions are found, a prompt is displayed

      Duplicate transactions - prompt.png

To view details of the potential duplicates, from the prompt:

  • Click View Details

    Duplicate transactions - view details option.png

  • Details of the potential duplicates are displayed

    Duplicate transactions - view details screen.png

To accept the potential duplicates and import the statement in full, click Yes
Or, to proceed with the import omitting the duplicates, click No

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