Updates

Enhanced Duplicate Detection

We've updated the invoice duplicate detection to be more reliable and show potential duplicates more prominently.

The system now uses multiple fields to determine duplicates including:

• Vendor
• Invoice number
• Date
• Amount

This multi-field analysis provides more accurate duplicate detection while reducing false positives. Potential duplicates are now displayed more prominently in the interface, making it easier to spot and handle them quickly.

More Precise Recipient Selection

Configure your UID in the settings to help ibana more accurately identify invoice issuers versus invoice payers.

When processing invoices, ibana reads two UIDs - one from the invoice issuer and one from the invoice payer. Previously, the system sometimes confused these two roles, incorrectly identifying the payer as the issuer.

Now you can input your own UID in the settings. This allows ibana to recognize which UID belongs to you (the invoice payer) and correctly identify the other UID as the invoice issuer.

This simple configuration significantly improves the accuracy of recipient selection, ensuring invoices are properly categorized and processed.

Recipient Merging

You can now merge recipients in your database with full control over the process. Select any two recipients and combine them into one while deciding exactly which data to preserve.

Here's how it works:

1. Select recipients: Choose the two recipients you want to merge from your database
2. Initiate merge: Click the merge option to start the process
3. Review conflicts: ibana shows you all fields where the data differs between the two recipients
4. Choose data: For each conflicting field, select which version you want to keep in the merged recipient
5. Complete merge: Confirm your choices and the recipients are combined

This gives you complete control over the merging process, ensuring that you keep exactly the data you want. No information is lost or automatically overwritten - you make every decision about what stays and what goes.

The feature is perfect for cleaning up your recipient database when you discover duplicates, giving you the flexibility to create the perfect combined record.