1. New and Updated Features
2. Fixed Bugs
3. New Known Bugs

1. New and Updated Features

SmartCollections: Ryder payer portal integration 

With this release Auditoria offers integration with Ryder payer portals. This provides SmartCollections users with an automated way for the submission of invoice records to the Ryder Share Portal for review, approval, and ultimately payment by their Collections customers.

SmartCollections customers who have set up the Ryder payer portal can now perform the following:

• Enter and store connectivity parameters and user log in credentials for their specific instances of the Ryder Share and Ryder Insights portals.
• Designate specific customer invoice records for submission to Ryder Share Portal.
• Have the SmartCollections SmartFlow skill automatically submit the payer portal bound invoice records to their instance of the Ryder Share Portal.
• Review automatically generated Notes and Tasks (at the customer and invoice levels) in Auditoria SmartCollections as well as in their ERP. Notes and Tasks provide granular information and call to action on whether each invoice record submission was successfully completed or failed due to some data or system exceptions and requires resubmission.

For more information on Ryder Payer Portals integration for SmartCollections ask your Customer Success Manager.

SmartCollections: User notes written to Oracle NetSuite

During the SmartCollections flow, customer and invoice user notes added in Auditoria are automatically written to the Oracle NetSuite ERP.

AP Helpdesk: Relaxed matching for email processing 

During the AP Helpdesk SmartFlow, the processing of emails is enhanced to include configured domain allow-list matched senders if the relaxed matching method is selected. When configured, AP HelpDesk SmartFlow supports end-to-end processing of emails received from allow-listed, email domain senders, in addition to email addresses listed as contacts on vendor records. Allow-listing of non-public domains expands the pool of qualified contacts and automation eligible emails. This supports use cases wherein a single vendor point of contact isn’t established or when multiple individuals are managing accounts receivable communication for vendors.

SmartGL: Weighted Average accrual enhancements

During the SmartGL flow, the Weighed Average accrual method has been enhanced to calculate averages for scenarios when multiple invoices appear in the same month. Invoices that appear in the same month are totaled going back for three months. See the example below:

Sum of all invoices for the three months prior

1. 1. June - 2 invoices for 10,000 = 20,000

   2. May - 2 invoices for 8000 = 16,000

   3. April - 2 invoices for 7000 = 14,000

   4. Total Weighted Average = (20,000 + 16 + 14) / 3 

Oracle NetSuite Integration:  Invoices with POs managed at PO level

For customers using the Vendor Invoice Data Extraction. SmartFlow, invoices that have Purchase Orders will now be written to the Oracle NetSuite ERP associated to their respective Purchase Order. For more information on this process, ask your Customer Success Manager.

2. Fixed Bugs

Resolved: AP Helpdesk: Navigation between pages may result in errors  [10146]

Resolved: AP Helpdesk: Responses must be based on data [9121]

Resolved: Invoice Accrual SmartFlow: Test run with 2000 vendors failed [9789]

Resolved: AP Helpdesk: Similar PO cards generated in SmartVendor [10175]

Resolved: Vendor Invoice Data Extraction: Hardened invoices fail in testing [10322]

Resolved: AP Helpdesk: Notes showing email address in wrong place [10324]

Resolved: AP Helpdesk: Duplicate vendor notes displayed [10420]

3. New Known Bugs

SmartCollections: Customer notes not written to ERP   [10444]

Symptom: During the SmartCollections flow, some customer notes created by the user in Auditoria are not being written to the ERP.

Impact: Customer Notes missing from ERP.

Workaround: None.  

Workday Integration: Standard fields missing from Workday vendor bill  [10462]

Symptom: During the Vendor Invoice Data Extraction SmartFlow, some standard fields from the Workday vendor bill are missing in the extracted data.

Impact: Vendor Invoice Data Extraction is not completed.

Workaround: None.