This article describes the way Torii manages and prevents expense duplication.
Overview
Torii provides a comprehensive view of your SaaS expenses and enables you to take control of your SaaS spend, identify cost-saving opportunities and plan ahead.
Torii retrieves the expense information from:
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Integrations with financial tools such as NetSuite, Expensify, QuickBooks, and more
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CSV files uploaded manually
Possible reasons for expenses duplication
Getting the same expense from different sources like:
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Having more than one expense app integrated with Torii that will retrieve the same expense for example: NetSuite & Expensify
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2 sources of manually uploaded files for example Monthly + quarterly reports
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A combination of expense integration app & manual report
How does Torii handle and avoid expense duplication?
Torii syncs the sources and cross-checks the Transactions
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If more than one source (for example Netsuite + Expensify) shows an identical Date (1), Amount (2), and Application (3) , the additional expense will be deduplicated and only one transaction will be displayed
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Transactions from expense files that share the same app, amount, and date, AND ARE NOT from the same file, will be considered duplicates and will be deduplicated