1. New and Updated Feature
AP Helpdesk: Support for new intent "Request for Remittance Advice" (Limited Availability)
The AP Helpdesk Auditoria SmartBot can now recognize requests for remittance advice. If such a request comes from a contact associated with an enrolled Vendor, the SmartBot will detect the intent, place an email tag/label in the mailbox, and create a Task for a person to follow up on.
To configure this intent, please contact support@auditoria.ai.
AP Helpdesk: Support for new intent "Short Pay Inquiry" (Limited Availability)
The AP Helpdesk Auditoria SmartBot can now recognize inquiries related to short pay. If such a request comes from a contact associated with an enrolled Vendor, the SmartBot will detect the intent, place an email tag/label in the mailbox, add a note to the Vendor record, and create a Task for a person to follow up on.
To configure this intent, please contact support@auditoria.ai.
AP Helpdesk: Relaxed matching for domain-based emails
During AP Helpdesk SmartFlow, you can maximize the volume of AP mailbox emails processed by using domain-based relaxed matching to qualify inbound emails for automation. Relaxed matching increases the number of emails processed by the AP Helpdesk SmartFlow by expanding the scope of qualifying email senders to include emails from allow-listed domains.
Vendor Invoice Data Extraction: Vendor invoice name matching updates
During the Vendor Invoice Data Extraction SmartFlow, when matching a vendor invoice received by data extraction to the vendor record, Auditoria considers the following fields extracted from the invoice:
- Vendor Name and any aliases
- Vendor address and any other acceptable addresses or aliases
- Bill To address and any aliases
- The logo
- The PO matched vendor
- The currency
For more information about viewing and editing extracted vendor invoices, see View and Process New Vendor Invoices.
Vendor Invoice Data Extraction: Payment terms menu added
During the Vendor Invoice Data Extraction SmartFlow, payment terms options for vendor invoices have been added to the Data Management page pulldown menu so that if an extracted vendor invoice does not have payment terms you can select the default payment terms for that invoice.
Vendor Invoice Data Extraction: PO Rate precedent over extracted rate
During the Vendor Invoice Data Extraction SmartFlow, in instances when both a PO line rate and an invoice line rate are extracted from a vendor invoice and the numbers do not match, the PO rate will take precedence and be written to the SoR. Users will receive a status email to review the update.
Vendor Invoice Data Extraction: User feedback in the console if an attachment to a Vendor Bill can't be created in the System of Record
When the SmartBot executing Vendor Invoice Data Extraction tries to write to a System of Record a new vendor bill, and attach the received PDF/JPG file, sometimes an error can occur. In these cases, the error is presented in the Auditoria Console so that the user is alerted to remediate it.
2. Fixed Bugs
Resolved: Vendor Invoice Data Extraction: Customized date format preference [11818]
Resolved: Vendor Invoice Data Extraction: Bill of Lading and fax cover page mistaken as invoices [11582]
Resolved: Invoice Accrual: PR replies not processed [11755]
Resolved: Invoice Accrual: SmartBot accrual amount incorrect in test [11833]
Resolved: Vendor Invoice Data Extraction: Invoice activity listed as N/A for vendor bills [11819]
Resolved: AP Helpdesk: Relaxed matching pagination issue for some existing domains [11856]
Resolved: AP Helpdesk: Excessive load time for connected ERP [11906]
Resolved: SmartGL: Search bar not working in new page [11924]
3. New Known Bugs
AP Helpdesk: Some fields not populated in SmartBot response [10957]
Symptom: When testing the AP Helpdesk SmartFlow, a few fields in the SmartBot email response are not being populated with the retrieved data. The following fields were left blank in the SmartBot email response: Promise Date, Terms, Total Discount Applied, Payment Date, and Payment Amount.
Impact: SmartBot email response missing data for some fields.
Workaround: None.
AP Helpdesk: PO Statuses do not match values in the pulldown menu [11812]
Symptom: When testing the AP Helpdesk SmartFlow, the values displayed in the PO Status column do not match the available status options in the pulldown menu.
Impact: Incorrect PO Statuses listed.
Workaround: None.
Vendor Invoice Data Extraction: PO details not retrieved during data extraction [11831]
Symptom: During testing for the Vendor Invoice Data Extraction SmartFlow, some PO values were not retrieved during extraction and are missing from the Line Items section of the PO Details tab.
Impact: PO details not retrieved during extraction.
Workaround: None.