Filtered documents and duplicates

Sometimes an email attachment doesn't turn into an invoice automatically — it gets filtered as a duplicate, wrong organisation, or similar. Document history shows you why and lets you process it anyway if needed.

Where to find it

Document history — search by filename or subject, filter by source or status

✅ Common tasks

Review a filtered document

  1. Open Document history and find the filtered item

  2. Check the filename and the time it was updated

  3. Read the reason or error message shown

  4. Check the sender, recipient, subject and email date for context

Filter categories include Filtered, Wrong organisation, Duplicate, Ignored receipt, Supporting document, and No invoice.

Understand a duplicate result

  1. Read the reason shown on the filtered item

  2. Remember duplicates are detected by matching file content, not invoice number or amount

  3. Find the earlier successfully processed copy linked to the same file

  4. Decide if you really need to process this copy again

Even identical suppliers, amounts, or filenames won't trigger a duplicate — only identical file content does.

Process the attachment anyway

  1. Open the filtered attachment in document history

  2. Click Add anyway, if it's available

  3. Confirm this is really the file you want to process

  4. Check back in document history to monitor the new attempt

  5. Open the resulting incoming invoice once it finishes

Add anyway only appears if no already-processed document shares that same file content.


🔗 See also

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