1. New and Updated Features
SmartGL: Receive emails from known vendor contacts only [9090]
During the SmartGL Advanced Accrual process, you can receive emails from any contact in the reach out thread or you can chose to configure Auditoria to only accept emails from known contacts. By default, responses to the reach out emails are valid from anyone who responds to the email as long as they are in the original thread sent out by Auditoria SmartBots. If the reach out email is forwarded to another contact, that contact can also send a valid reply. To configure Auditoria to only accept email responses from known contacts, ask your Customer Service Manager.
Invoice Accrual SmartFlow: Summary report column additions [10031]
In the Invoice Accrual SmartFlow, two additional columns have been added to the summary report in a reach out email. Columns for Line Order and Estimate have been added to the summary report so that customers can easily add their estimated accruals.
Invoice Accrual SmartFlow: Credit lines required fields [9935]
In the Invoice Accrual SmartFlow, if the Account or Region fields are blank for a credit line in accruals, the entry will not be written to the ERP and the customer will receive a Record Needs Review by User notification.
Vendor Invoice Data Extraction: Label for oversized files [10007]
During the Vendor Invoice Data Extraction process, files too large to be processed are labeled as Needs Human Attention by Auditoria SmartBots when processing incoming vendor emails. The current limit for uploading is 50 attachments (either as one document of 50 pages, or 50 separate pages, or any combination of PDFs up to 50).
SmartGL: Accrual reports extensible [9778]
During the SmartGL flow, reports sections for accruals are extensible to allow the flexibility to display the fields needed by the customer. To customize your accruals report fields, ask your Customer Service Manager.
AP Helpdesk: Console redesigned [8949]
The AP Helpdesk page has been redesigned for ease of use and increased flexibility. Enhancements and additions are viewable in the SmartVendor AP Helpdesk page and the separate tabs for Dashboard, Tasks, Vendors, and Bills. For more information on this SmartFlow, see AP Helpdesk SmartFlow.
2. Fixed Bugs
Resolved: Vendor Invoice Data Extraction: Wrong Company ID when adding vendor [9917]
Resolved: Vendor Invoice Data Extraction: Invoice dialog box allows Write to ERP [10169]
Resolved: AP Helpdesk: Bills tab enhancements [10177]
Resolved: AP Helpdesk: Bill Details page enhancements [10178]
Resolved: Vendor Invoice Data Extraction: Inoices not extracting line items [10047]
Resolved: ERP Integration: Invoices missing from Generic ERP sync [10150]
Resolved: Oracle NetSuite Integration: P2P standard fields missing [10143]
3. New Known Bugs
Vendor Invoice Data Extraction: Rename vendor field [9911]
Symptom: During the Vendor Invoice Data Extraction process, the Name field in Prioritized Worklist cards generated should be updated to Vendor Name to improve clarity.
Impact: Lack of clarity in field name.
Workaround: None.
AP Helpdesk: Pull in line items for vendor bills in all ERPs [10015]
Symptom: During the AP Helpdesk SmartFlow, line items for vendor bills in any ERP should be pulled in for processing.
Impact: Line items for some ERPs are not currently pulled for vendor bills.
Workaround: None.