1. New and Updated Features
SmartFlow Management Console: Details on running SmartFlow Skills are shown on Click instead of on Hover Over
The SmartFlow Management Console now shows details on the running SmartFlow Skill instances on Click, instead of on Hover Over.
Vendor Invoice Data Extraction: Manually Created Bills are included in the Invoice Activity Report
Manually Created Vendor bills, created using the Create New Bill option will also appear in the Invoice Activity Report. The final action (Dismissed or Written to SOR) will be tracked in the invoice activity report however other fields will not be included as the vendor bill was not extracted by Auditoria SmartBots and fully manually created, there are no value for the Auditoria actions. To create an invoice manually: There is a new button in Vendor Invoice Data extraction to called “Create New Bill”. 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: Request Request for Remittance Advice (from internal stakeholders) support for querying via payment amount, payment date, AND Record IDXXX
AP Helpdesk adds support for processing internal remittance advice requests with a broader range of payment details and unique identifiers. Inquiries from internal contacts containing either transaction references or payment numbers qualify for end-to-end processing. Similarly, inquiries containing 2 or more of the following payment details will be fully processed: Payment Date, Payment Amount, Vendor Id, and Invoice Number. Inquiries with 1 or fewer payment details will result in a SmartBot reply with details on payment details and unique identifiers required for automated request fulfillment.
AP Helpdesk and AR Helpdesk: In-Console Email Audit Log
Auditoria Ai adds searchable audit log functionality for emails sent by SmartBots and users via AP Helpdesk, AR Helpdesk, and SmartCollections in-console email capability. Log entries for email events and actions include details for the following: Date / Time (timestamp), Action / Event (user email, bot email), User (bot or first/last), email type (new, reply), mailbox (email address), To (email address), Cc (email address), From (email address), and Subject.
2. Fixed Bugs
Resolved: Vendor Invoice Data Extraction: Vendor Hints not considering Billing Address [12543]
Resolved: Vendor Invoice Data Extraction: Dashboard shows incorrect data for Other Documents Received [12983]
3. New Known Bugs
SmartCollections, AR Helpdesk: Invoice Date and Due Date sorting are not functioning properly [13177]
Symptom: SmartCollections and ARHD Invoice Navigator shows incorrect sorting order when sorted by invoice date or due date column
Impact: Incorrect sorting will be seen if sorted by invoice date or due date column
Workaround: Other columns can be used for sorting
Vendor Invoice Data Extraction: All invoice PDF documents are tagged as "Others" when SmartBot email is Cced [13146]
Symptom: Documents will be tagged as “Others” if SmartBot email is in ‘Cc’ for any incoming email for Vendor Invoice Data Extraction
Impact: Normal invoices will shown as ‘others’ in Document Tab.
Workaround: ‘Others’ document can be changed to invoice via ‘Change to Vendor Bill’ option.