Hi everyone.

Is it possible to play about with the criteria that Sage uses to determine whether or not an item is a potential duplicate transaction? My issue refers mainly to supplier invoices and I think that currently, the criteria it uses is that the account name, transaction date, invoice amount and reference must all the same. It's only when all four pieces of criteria match that Sage flags it as a potential duplicate. However, in the industry we operate in, it is not uncommon to receive the same supplier invoice but for different amounts. What I mean is, we may receive an invoice from a supplier who, after it has been issued to us, may then realise that an item had been omitted from the original. Best practice as you know would be to raise an additional invoice, but our suppliers often amend the original and resend it to us. Of course, I know this is bad practice, but I can't prevent other companies from doing it and recently this led to us paying a supplier twice for the same invoice number. This supplier is also notoriously lapse at issuing regular statements of account. To my mind, if two transactions have at least 3 of those 4 criteria the same, this is enough for me to want to flag it for a potential duplicate, however, under the current situation, Sage would not do so.

Hoping that makes sense. I'm happy to elaborate if you have any questions.

Many thanks,

Stuart