PaperAgent / Document workflows
Check the extra copy before recording the amount again.
The same purchase can arrive as a downloaded invoice, a renamed PDF and an emailed copy. PaperAgent flags possible duplicates so you can compare the documents before approving another financial entry.
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For users receiving repeated copies or revised versions of supplier documents.
Your setup
Start with one document.
01
Open the duplicate warning
Compare the flagged file with the existing document's identity and content.
02
Choose copy or separate document
Skip a repeated copy or explicitly confirm a legitimate distinct document with supporting evidence.
03
Review processing history
Check whether any move or write has already completed before deciding whether to retry.
In practice
Know what happens to your files.
A different filename can still be the same document.
Duplicate checks use available file identities, content hashes and issuer/document/type identities. This can catch an exact copy or a different rendering with the same merchant and document number. Renaming a file alone does not establish a separate purchase.
Review the original evidence and document history when a possible duplicate appears. A revised version may describe a correction rather than a second invoice. Decide how it relates to the existing entry before approving another amount.
Distinguish repeated copies from legitimate separate purchases.
Two receipts from the same merchant can legitimately show the same amount. Compare their dates, numbers and supporting details. PaperAgent cannot semantically identify every duplicate when document numbers are missing or unreliable.
Skip an extra copy when it represents an already recorded document. Confirm it as separate only when the evidence supports a distinct purchase. A duplicate confirmation is specific to that document and is not reused as a remembered preference.
Check partial processing before you retry.
A file can already have moved while its spreadsheet write still needs recovery. Inspect its processing state and use the existing retry path instead of adding another copy to the source to force a new run.
Skipping a document leaves it wherever it currently is. Skip does not reverse a completed move or sheet write. If a financial entry has already been made, resolve it in your records deliberately rather than assuming the skip action removes it.
Questions before you start
Does a new filename mean a new invoice?
No. Compare merchant, document number and content. The same document can be renamed or rendered differently.
Are all duplicates detected automatically?
No. Missing or unreliable document identities can limit detection. You still need to review meaningful financial accuracy.
Does skipping undo an earlier write?
No. Skip does not undo a move or committed spreadsheet write, and the file stays in its current location.
Preview your own document workflow.
Choose one source folder. Check the proposed destination and recording choices before enabling daily processing.
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