1. New and Updated Features
Vendor Invoice Data Extraction SmartFlow: Console redesign
The Vendor Invoice Data Extraction SmartFlow has been enhanced with a new console design to improve ease of use during the invoice data extraction process and provide updated metrics. The new console for the Vendor Invoice Data Extraction page includes the following new or updated tabs:
- Dashboard
- Documents
- Vendors
- Bills
- POs
In the Accounts Under Management section, the following metrics are displayed:
- Emails Received by SmartBots
- Invoices Extracted from Known Vendors
- Invoices Extracted from Unknown Vendors
- Other Documents Received
In the Notices and Responses section, pie charts display color-coded regions calculating the following metric totals.:
- Emails Received
- Documents Processed
- Document Actions
For more information on using the new Vendor Invoice Data Extraction page, see View and Process New Vendor Invoices.
Oracle NetSuite Integration: Write invoices to POs [9147]
When integrating Auditoria with the Oracle NetSuite ERP, you can now write invoices to POs. You can input an invoice received with a PO by going to the Oracle NetSuite ERP and applying an invoice against it.
SmartCollections: Manual updates of Scheduled Payment Dates [9559]
During the SmartCollections flow, you can make manual updates of the Scheduled Payment Date, which Auditoria automatically updates when a customer responds with an exact date for payment. Sometimes customer notes on payment dates are not clearly stated or defined, or the customer makes a more vague statement about the payment dates. The ability to make a manual update to the Scheduled Payment Date enables you to clearly identify when a payment has not been received in the indicated timeframe.
SmartGL: Journal entry confirmation window [9670]
During the SmartGL flow when a journal entry is written to the system of record, a confirmation window will appear to verify the action before proceeding. Click Cancel to stop the journal entry from being written to the system of record. Click Continue to verify the journal entry and proceed.
SmartGL: Downloadable SmartBot metrics
During the SmartGL flow, you can export SmartBot metrics as a downloadable csv file by clicking the Export Data button in the SmartGL page. Exported data includes the following metrics.
- SmartFlow
- System of Record (SOR)
- Total Inbound Emails (by month)
- Enrolled Vendor Emails (by month)
- SmartBot Replies (by month)
- Queried Invoice Numbers (by month)
- Conveyed Payment Statuses (by month)
- Conveyed Invoice Copies (by month)
- Year to Date (YTD) Total
2. Fixed Bugs
Resolved: SmartCollections: Configurable option for dunning emails [10303]
Resolved: AP Helpdesk: Contract Update Request [10366]
Resolved: AP Helpdesk: Cancellation Request [10370]
Resolved: AP Helpdesk: Customer Dissatisfied response [10371]
Resolved: AP Helpdesk: SmartBots mislabeling when subject not provided [9045]
Resolved: AP Helpdesk: Incorrect SmartBot response to invoice dispute [10596]
Resolved: Administration: Deletion of tenant mailboxes not in Audit Record [10554]
Resolved: Invoice Accrual: Estimated Accrual Amount extraction issue [10654]
3. New Known Bugs
SmartGL: Line Item dropdown menus not opening [9878]
Symptom: During testing of the the Invoice Accrual flow, the line item dropdown menus for Account, Department, Location, and Tax Detail are not opening as expected.
Impact: Customer dropdown menu options not available.
Workaround: None.
Invoice Accrual SmartFlow: Messages fail validation in testing [10543]
Symptom: When testing the Invoice Accrual SmartFlow, some messages fail Invoice Accrual SmartFlow validations and can be identified by their Message IDs.
Impact: Messages not validated.
Workaround: None.