1. New and Updated Feature
AR Helpdesk: Additional intents added to SmartFlow
The AR Helpdesk SmartFlow has been enhanced and now includes the following additional intents:
- Invoice Dispute
- PO Info Request
- Promise to Pay
- Payment Delayed
- Payment Confirmed
- Cancellation Request
- Customer Dissatisfied
See AR Helpdesk SmartFlow Overview for more information on this process.
SmartCollections: Remittance Notes summary report
You now can generate detailed remittance advice bulk application summary reports which can be used to analyze the results of a remittance advice bulk application to invoice and customer notes. These reports are available as CSV exports on-demand from the SmartCollections Dashboard page. To enable this feature, ask your Customer Success Representative.
SmartCollections: Remittance Advice Notes update
In SmartCollections, you now can import and update remittance advice for multiple invoices belonging to multiple customers in bulk to be applied to Invoice and Customer Notes. SmartCollections must receive a remittance audit file report in a normalized CSV format that indicates which invoices will be updated with the applied notes. To enable this feature, ask your Customer Success Representative.
SmartCollections: Customize Customer Name display options
During the SmartCollections flow, the Customer Name field is displayed in different pages of the Auditoria console. This field is customizable to conform to situations which require that different terms and fields be used. For instance, you can change the Customer Name field to Bill to Customer Name or some other term to more closely match your collections process. To customize the Customer Name field, ask your Customer Success Representative.
2. Fixed Bugs
Resolved: AP Helpdesk: Valid requests for payment status emails mislabeled [11317]
Resolved: Oracle NetSuite: Invoice file name and invoice number concatenated [11698]
Resolved: Vendor Invoice Data Extraction: Invoices not extracted for emails with signatures [11571]
Resolved: AP Helpdesk: Invoice status incorrectly appears in statement [11669]
Resolved: Vendor Invoice Data Extraction: Check number mistaken for amount due [11506]
Resolved: SmartCollections: Emails with more than one invoice number not processing [11632]
Resolved: Vendor Invoice Data Extraction: Not all lines are extracted from test forms [11684]
Resolved: ERP Integration: Deleted test records not deleted from Auditoria [11709]
3. New Known Bugs
Vendor Invoice Data Extraction: Documents mistaken for invoices [11582]
Symptom: When testing the Vendor Invoice Data Extraction SmartFlow, a Bill of Landing and a fax cover page were mistaken for vendor invoices when they should have been tagged as Others and separated from the actual invoices.
Impact: Documents mislabeled as invoices.
Workaround: None.