Check for duplicates as you enter batch transactions
Description

In the Customer, Supplier and Subcontractor batch entry windows, the software runs checks for potential duplicate transactions. If there's a possibility that your transaction is a duplicate, a warning appears.

To flag a duplicates, transactions must have the same:

  • Accounts reference
  • Date
  • Reference
  • Net amount

The software checks both the new transactions you're entering and previously entered transactions. You'll see a warning symbol in the column to the left of the 'A/C*' column.

If you have a lots of transactions, the duplicate check can cause a slight delay when entering batch transactions. You can check if it's activated and switch the feature off if required.

▼ Watch the duplicate transaction check video

NOTE:

This video is part of a free Sage University course. You can sign up for this, or check out our other free Sage University training.


Cause
Resolution

Duplicate transaction check  

  1. Go to Settings, select Company Preferences, then Parameters.
  2. Clear the Check for duplicates in Customer batch entries and Check for duplicates in Supplier batch entries checkboxes, as required.
  3. Press OK.

[BCB:366:UKI - training sales:ECB]

 

Steps to duplicate
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