1. New and Updated Features
SmartCollections with AR Helpdesk: Reply Template Editor w/ Support for Multiple Intents
Embedded AR Helpdesk now supports self-service customization of SmartBot reply templates for all reply enabled business intents. Accessed via SmartFlow skill setup wizard, users can navigate between intent-specific templates via an intent navigation dropdown. This enables users to customize messaging for all SmartBot sent replies to the specific needs of their business.
AR Helpdesk: Task Tab and Task Details surfaced LLM email summaries
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.
AR Helpdesk and AP Helpdesk: SmartFlow Processing Outcomes Tracking and Reporting
Additional backend tracking and monitoring of AP Helpdesk and AR Helpdesk SmartFlow processing outcomes has been implemented. The augmented portfolio of tracked data points for SmartFlow events and SmartBot actions lays the foundation for expanded Helpdesk dashboard reporting capabilities. Reporting exports will initially be available by submitting a request to support@auditoria.ai, at the tenant and SmartFlow Skill (mailbox) level. Self-service access to near-realtime generation of exportable reports will be added by way of a future release.
Vendor Invoice Data Extraction: Recovery Path when not all Vendor Bills are extracted out of a file
There is a new button in Vendor Invoice Data extraction to called “Create New Bill”. To use this feature, navigate to a Vendor Bill in the documents view and notice the button. If you click this button, Auditoria will create a vendor bill record associated to the same email and document that you selected. The details will be blank and must be manually filled in. Once filled in, this bill can be written to SoR with the respective attachment and saved in Auditoria. This should only be used as a recovery path if there is a need to include an additional vendor bill not already created in the documents view.
AP Helpdesk: Self-Service Config UX for internal contacts
AP Helpdesk SmartFlow config wizard supports self-service adding (and removing) email addresses to allow-lists for internal contact originated requests. If an internal contact’s email address (same domain as SmartFlow connected mailbox) is added, their requests qualify for end-to-end processing by AP Helpdesk.
AP Helpdesk: Updates to Payment Status Inquiry from external stakeholders for Workday (Remittance Advice PDF)
AP Helpdesk adds support for replies to payment status requests with payment terms, estimated future payment date (invoice date + payment terms), and attached remittance advice PDFs (when requested payment status is paid). Payment terms and future payment date can be added to the payment status request reply via SmartBot reply template editor.
Workday Connector: Updates w/ support for generating Remittance Advice PDFs
Workday Connector adds support for ingesting data from Workday payment and PO records, facilitating generation and distribution of remittance advice PDFs as part of AP Helpdesk replies to payment status and remittance advice requests.
Advanced Accruals for Suppliers: Dashboard Handling for when there is not an email contact
This feature applies to customers running Advanced Accruals for Suppliers. If a supplier has open purchase orders and is turned on for reach out and does not have a primary contact email in Workday, Auditoria will not send a reach out email. The entry for any open purchase orders will default to straight line over the full period as the accrual estimate amount and the status in the dashboard will show as “No email contact”.
Advanced Accruals for Suppliers: Journal Entries Tab Improvements
The panels and column width selected by a user in the Advanced Accruals for Suppliers journal entry page and selected suppliers will persist. A user can select a supplier, make preferences on the UI (expand columns, collapse columns, expand panels, etc.) and subsequently navigate to the main screen and navigate back to the same or a different supplier and see their selections persist. This preference is saved at the browser level so when a user logs in and out (or month over month), their preferences will remain.
Advanced Accruals for Suppliers: Dashboard Feedback
For the Advanced Accruals for Suppliers dashboard, there will be heading changes for the Accruals details. In all three sections, the difference column will be called the Difference Between Bot Estimated and Confirmed Accrual. In the Group By Supplier and Group by Accrual Group sections, the Sum of extracted amount column will be called the “Sum of Bot Estimated Accrual” and the Sum of Accrual Amount column will be called “Sum of Confirmed Accrual.” This is only a name change and the underlying data and calculations are the same.
Advanced Accruals for Suppliers: New PO Table Input Option
There is a new Attribute Value in the Vendor Reachout template for Advanced Accruals for Suppliers. The value is called POEstimateInput (see screenshot). This value will create a table of purchases orders with the following columns: PO, Line Number, Description, Recent Invoices (up to the last three), and a blank cell for suppliers to input estimates. Suppliers can choose to copy in line in the response or copy and paste the table and input their estimates.
Main Menu: "Things to do" has been deprecated
The "Things to do" menu will no longer be shown in your tenant. If you think you need this section, please reach out to support@auditoria.ai.
2. Fixed Bugs
Resolved:Vendor Invoice Data Extraction: "Downloaded" status is shown twice in the status dropdown on the dashboard (with Coupa) [12652]
3. New Known Bugs
Vendor Invoice Data Extraction: Dashboard shows incorrect data for Other Documents Received [12983]
Symptom: The dashboard shows incorrect data for ‘Others’ status
Impact: Incorrect data shown to end user for ‘Others’ status
Workaround: User will have to refer to invoice activity report to get the right data