New and Updated Features
Add support for bill.com [3732]
Currently enabled only for Vendor W9 Data Refresh. Auditoria will upload the W9 form as a document attached to the vendor record in bill.com, without making changes to the vendor record.
Autonomous Collections SmartFlow Skills: Credit card authorization form can be added as attachment to any notice [3819]
You can configure the SmartFlow to send a credit card authorization form as an attachment when sending dunning notices.
Autonomous Collections SmartFlow Skills: Provide details on notices sent [3246]
You can view details about the notices sent when you click on the number of reminders displayed at the top right of the Autonomous Collector page.
Fixed Bugs
Resolved: For Invoice Accrual, vendor contacts coming from ERP are showing edit and delete options. [4014]
Resolved: For Vendor Onboarding, the bot keeps sending email notification about missing info. [3995]
Resolved: A Journal name which includes a "_" is mistakenly read as including "-". [3904]
Resolved: Issues with long tenant names. [3903]
Resolved: Forwarded messages are not understood by the bot. This is a known limitation. [3060]
Resolved: Autonomous Collections SmartFlow Skills: Duplicate notes are seen for a customer email. [3664]
Resolved: Autonomous Collections SmartFlow Skills: Priority Cards (invoice, scheduled payment) and label (invoice) are missing. [3665]
New Known Bugs
Autonomous Collections SmartFlow: The number of reminders sent does not appear to be clickable. [4097]
Symptom: The number of reminders displayed at the top right of the Autonomous Collector page should appear to be a clickable link.
Impact: This is a display issue only. If you click on the number, it will display number of reminders sent.
Workaround: None.
Autonomous Collections SmartFlow: The Sage Intacct PDF invoice doesn't use the correct customized template when sent through Auditoria. [4092]
Symptom: When custom invoice templates are used in Sage Intacct, the invoices do not display in the customized format.
Impact: This is a display issue only. The invoice will display in a different format.
Workaround: None.
Vendor W9 Data Refresh SmartFlow: There are some issues with extraction. [4058] [4057] [4056] [4055] [3993]
Symptom: For some invoices, certain details were not extracted properly.
Impact: The W9 may not get updated with the correct information.
Workaround: None.
Invoice Accrual SmartFlow: The vendor list popup display takes more than 25 seconds, and the spinning icon is distorted. [4012]
Symptom: When you click on the vendor list, the popup takes a long time to display.
Impact: This is a display issue only.
Workaround: None.
Vendor Payment Inquiry: Incorrect labeling of emails received. [4006]
Symptom: Email labels will sometimes be incorrect (for example, "from unknown sender" when the vendor is known).
Impact: This is a display issue only.
Workaround: None.
Autonomous Vendor Onboarding: Vendor name extraction failure. [4066]
Symptom: For some invoices, vendor names are not extracted correctly.
Impact: If the vendor name is extracted incorrectly, it will have to be fixed.
Workaround: None.
Autonomous Collections SmartFlow: Known customers are displayed as unknown senders. [4144]
Symptom: Known customers may not be recognized by the bot, leading to incorrect display in the Autonomous Collector page.
Impact: This is a display issue only. In the Prioritized Worklist, a Need to Review card may display a message about unknown senders for customers that are actually known.
Workaround: Dismiss the card or ignore the contents listed in the popup. There is no impact to the underlying business-critical data.