1. New and Updated Features
AP and AR Helpdesk: Additional information about email
Auditoria Ai’s Helpdesk in-console email feature surfaces tenant username and email address for inbox viewed emails sent by tenant users via in-console email.
AP Helpdesk: Generic ERP Connector
Generic Connector for AP Helpdesk added to support integrations with all types of systems of record.
AP Helpdesk: self-service configuration for intents and actions
AP Helpdesk SmartBot actions are configurable via a self-service configuration interface, access via AP Helpdesk SmartFlow Skill setup wizard, similar to what is available for AR Helpdesk and SmartCollections.
AR Helpdesk and SmartCollections: processing of incoming emails from contacts associated with multiple Customer records
When AR Helpdesk is used in conjunction with SmartCollections, there is now support for processing replies to dunning emails sent from email addresses matching contacts for 2 or more customer records. This increases the volume of emails processed from customers when customer contacts are associated with multiple customer records.
AR Helpdesk: Generic ERP Connector enhancement
The Generic ERP Connector now supports ingestion of customer statements from system of records, which can be used for replies in AR Helpdesk.
Advanced Accruals for Suppliers: New Dashboard
There are three sections in the SmartGL Dashboard; Month End Activity Summary, Activity Summary Over time, and Accruals Details.
The Month End Activity summary shows summary details like how many POs and suppliers are enrolled in Advanced Accruals for Suppliers. There are two pie charts, one that shows the status of each supplier and one that shows the status of each entry. If a supplier has reach out turned off, the status will default to Auditoria Estimate Ready for review. If a supplier has reach out, the status will show awaiting supplier reply until a reply is received. Once a reply is received, the status will read Supplier Reply to review if the reply is in the correct place. If the reply is in the incorrect place, the pie will show as Supplier reply needs attention.
The Accruals Details table shows a list of each of the inputs (either PO lines or PR lines) and the respective Bot Estimated Accrual and the Confirmed Accrual. If a person overrides the Bot Estimated Accrual, the Confirmed Accrual will show as a different value. The Accrual Source Column will show either SL Over Full Term or Email Extraction.
Vendor Invoice Data Extraction: option to use account coding from closed POs (Coupa only)
The PO drop down in an extracted vendor bill is filtered to only include POs that have a balance greater than 0 and are not “Canceled”. Customers can opt to pull coding from POs without a balance in scenarios where Auditoria matches an extracted vendor bill line to a Closed PO.
This configuration is handled by CS team. By default, coding will not be populated from closed POs or POs without balance (i.e. the OFF setting). Customers can choose to turn on the configuration and this will allow Auditoria to populate coding from closed POs so vendor bills can be written to Coupa for further follow up with business owners using Coupa functionality.
2. Fixed Bugs
None.
3. New Known Bugs
Advanced Accruals for Suppliers: Changes to accrual groups are not reflected in the audit log [12151]
Symptom: When the accrual group owner is changed, the action doesn't get captured in the audit log.
Impact: The audit log doesn't capture accrual group changes; this action cannot be audited.
Workaround: None.