No matter the software, or lack thereof, duplicates in small business accounting is always a worry. After all, you wouldn't want to send two of the same invoices to a customer and needlessly confuse them. Similarly, you don't want to scan in and store the same receipt twice. So what do you do if you accidentally do just that when uploading receipts to Receipt Bank?
Luckily, Receipt Bank anticipated just such an occurrence. The software works by recording information and then checking the database to make sure the same information is not already recorded. This information includes:
If you find a receipt was merged inappropriately because it wasn't a duplicate, you can easily un-merge them by clicking the item, which will take you to the "item edit" page, and selecting the "Un-merge" button in the top navigation bar.
This issue may be a simple fix, but not everything in the accounting world is. If you need professional advice to make your business accounts move more smoothly, contact us today.