User guide for the case-centric Duplicate Invoice Checker
The Duplicate Invoice Checker's Action View is made for Accounts Payable specialists to review and resolve duplicate invoices. The Action View:
Presents potential duplicate invoice groups detected using Celonis fuzzy matching algorithms.
Notifies Accounts Payable specialists and enables them to take action on potential duplicates in time.
Gathers feedback on duplicate groups based on user actions and tracks value realization.
The Open Duplicates tab shows the KPIs relating to value realization, which are:
Duplicate Value (open): The total value of potential duplicates discovered by the algorithm
# Duplicates (open): The number of duplicate groups discovered by the algorithm
Duplicate Value (valid): The total value of duplicate invoices that have been confirmed by the user.
# Duplicates (valid): The total number of duplicate groups that have been confirmed by the user.
Use the filter dropdowns for Company Code, Vendor Name, Group Pattern, and Group Contains to filter the list of groups and focus on specific vendors or invoice types.
The list shows the groups of invoices that Celonis has detected as matches using the current search patterns. The information about each group includes the type of match and the total value of the invoices. Click on the row for any group to open the Invoice Details pane for that group.
The Invoice Details pane lists each invoice in the duplicate group. When you've reviewed the case, click Duplicate to verify the invoices in the group as duplicates, or No Duplicate if they aren't duplicates.
The Resolved Duplicates tab lists the duplicate groups that you've verified. You can search and filter the list to find relevant groups to compare to a current case. You can also see statistics for the duplicate groups you've worked with.