1. New and Updated Features
AR and AP Helpdesk: Task Lists - Display Enhancements
Consoles for AP Helpdesk and AR Helpdesk now feature higher contrast colorways for areas with text and links. Paired with adjustments in default font size, users benefit from increased readability and ease of navigation.
AR and AP Helpdesk: Task Assignment Enhancements (self-assigning, reassigning)
Tasks in AP Helpdesk and AR Helpdesk consoles now support manually changing assigned users (re-assigning) on new and completed tasks. This functionality adds compatibility with SOPs which may involve task handoffs and escalations between users.
Tasks in AP Helpdesk and AR Helpdesk consoles support user self-assignment or claiming of tasks.
AR and AP Helpdesk: Support for Sending Emails directly from the Task view
Tasks in AP Helpdesk and AR Helpdesk consoles support users’ ability to send replies directly from the Task Details page.
AP Helpdesk: New RBAC User Role "AP Helpdesk Manager"
A new user access role, “AP Helpdesk Manager”, enables users to interact with AP Helpdesk console, viewing, assigning, and completing tasks, and navigating between AP business objects, such as Bills, POs, and Payments. The AP Helpdesk Manager RBAC role also grants read-only access to SmartFlow Skill Status page, System Settings, and Audit Log. Note, while similar to ProcureToPay RBAC roles, this role is specific to AP Helpdesk and does not permit users to view and interact with Vendor Invoice Data Extraction SmartFlow Skill.
AP Helpdesk, Vendor Invoice Data Extraction: Vendor Bill Record Standard Fields now include Buyer and Requestor
Auditoria Vendor Bill Records now include two more Standard fields, Buyer and Requestor. These fields are visible in the Vendor Bill Navigators, and will reflect field values from the respective Source of Record system which have been mapped into Auditoria records.
AP Helpdesk: Processing of Inquiries from Internal Stakeholders on the topic of Vendor Bill payment status
AP Helpdesk supports processing Payment Status request emails from internal senders. Replies include payment status CSV and Remittance Advice PDF attachments. Email labels, notes, and tasks are also added by SmartBots per processing outcomes. In order to use this feature please contact support@auditoria.ai.
(Concept) AP and AR Helpdesk: Summarization of incoming inquiries
The AP Helpdesk and AR Helpdesk console Tasks tab includes LLM generated Task Summaries for each listed task. This better enables users to understand scope of tasks and task emails at-a-glance. In order to experience this feature please contact support@auditoria.ai.
(Concept) AP Helpdesk: Processing of Inquiries from Internal Stakeholders on the topic of PO status
AP Helpdesk supports processing PO status request emails from internal senders. Replies include information on PO funding availability and invoice processing. Email labels, notes, and tasks are also added by SmartBots per processing outcomes. In order to experience this feature please contact support@auditoria.ai.
2. Fixed Bugs
None.
3. New Known Bugs
None.