We have some vendors who send their invoices with the same file name (i.e. Receipt). Right now, if you try to add them to a batch from the inbox, you get an error in the Upload stage. You have to delete one of the attachments, download the file, rename it, and then re-upload it. It would be better if the duplicates uploaded into the batch, and then the error displayed in the Process stage. The user can confirm if they are truly duplicate invoices and delete one, or confirm they are different invoices with the same file name and proceed with processing both.
Heather Jordan
| Company | Equix, Inc. |
| Job Title / Role | IT Business Analyst |
| I need it... | 1 month |
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User error....We saw the warning and the buttons were greyed out and assumed the warning was keeping us from proceeding, but we failed to pick a company!
Hi Heather! The error on the upload page is actually just a warning - it was meant to alert you that you might have a duplicate but you can still proceed to the next step without renaming the invoice. Looking at it now I realize it's definitely not clear though. We could make the message better.