OFX detects duplicate bills or payments using the following methods.

1. Automated Duplicate Detection:

   • When you upload or sync bills (via email, drag-and-drop, or accounting software integration), OFX automatically scans for potential duplicates.

   • The system compares key bill attributes such as invoice number, supplier, amount, and date.

   • If a new bill or payment closely matches an existing record, OFX flags it as a potential duplicate.

2. Optical Character Recognition (OCR):

   1. OFX uses OCR technology to extract invoice and line item details from uploaded documents.

   2. This allows for more accurate matching and duplicate detection, even if the bill is submitted in a different format.

3. Recommendations and Conflict Resolution:

   • The platform provides recommendations for any bill or payment duplicates, conflicts, or ABN registration issues.

   • Users can review flagged items and decide whether to archive, merge, or proceed with the transaction.

4. Review and Action:

   • Regularly check your notifications for any flagged duplicates.

   • Review, archive, or resolve duplicates as recommended by the platform.

   • Contact OFX Client Service if you need help with a flagged duplicate.

Next Steps:

• To confirm whether your bill is a duplicate, do the following steps after uploading:

a. Navigate to “Drafts”.

b. Click on the bill to open it.

c. Click on the “Checks” tab:

d. Potential duplicate issues are highlighted:

Why is this important
Detecting duplicates helps prevent overpayments, reduces manual reconciliation work, and ensures your business maintains accurate financial records.