Duplicates

When documents arrive through several channels or someone uploads the same document twice, Saldek helps prevent duplicate bookings. Duplicate detection is included at no extra charge under Saldek’s fair-use policy.

Duplicate detection in Review

When Saldek matches a document to one already recorded, Review displays a prominent banner: “looks like a duplicate of n other documents”. The overview page also shows the number of detected duplicates under “Documents”.

Handle detected duplicates

1. 1Check the notice: Select the linked comparison documents in the banner to confirm whether they record the same transaction.
2. 2Decline the copy: If the document was submitted more than once, select “Decline” for the newly uploaded copy.
3. 3Keep the original: The original document remains unchanged in Review or the ledger.

Possible double purchase: “Bought twice?”

Two purchases with the same supplier, day, and amount but different numbers are not a duplicate, but they may be a double purchase. Saldek then asks once for the pair, “Bought twice?”, and shows both documents side by side. With “Both are correct”, both purchases stay and are booked as usual; Saldek remembers your answer and stops asking for the same supplier, product, and amount. With “Double charge”, one purchase keeps its booking, the other is marked as a double charge, and the supplier’s refund is recorded as open. The second document stays with its file and its reading; only its unposted booking proposal is removed, so the purchase is not booked twice.

Your “Both are correct” answers are listed under “Settings” › “AI recognition” › “Purchases you confirmed”. Remove an entry to be asked again. A regular monthly charge, such as a subscription, does not count as a double purchase.

Automatic skipping in integrations

• Email forwarding: Saldek skips emails it has already received and logs them in the system.
• Google Drive: Saldek reports files that were imported before as duplicates and does not process them again.
• Gmail and Outlook: Saldek skips e-mails it has already imported.
• Photos: A phone photo of a document Saldek already has counts as a suspected duplicate and gets no draft entry.