1. New and Updated Features
Advanced Accruals for Suppliers: Automatically update credit to match debit when there is just one credit line
For Advanced Accruals for Supplier Journal Entries, Auditoria will automatically update credit to match debit when there is just one credit line. Auditoria will create a credit line to balance debits for each supplier. Users may edit the debit line amounts during review and the credit line will automatically update. If a user adds more than one credit line (i.e. split credit) then the user must manually balance the debits across the credit lines.
Advanced Accruals for Suppliers: Audit Log Should Indicate which accrual group is written to ERP
Audit log will now indicate which Accrual Group was written to ERP. All existing data (action, user, timestamp, etc.) will remain the same and the audit group will also be listed with the audit log record.
Advanced Accruals for Suppliers: Updated Standard Reach Out Templates
For new Advanced Accruals for Suppliers Smart Flow Skills, the default template for internal and external reach out has been updated. All existing instances of ADAC will not be changed. This only applies to newly created skills. The new template will use the updated PO Table Input option and the following attributes will be removed PoSummary and CondensedPoSummary.
AP Helpdesk and AR Helpdesk: Task Audit Log
Task Details now includes a task audit log. It will track all events and actions relevant to each task.
AP Helpdesk and AR Helpdesk: Proxy Task Management
Users can modify task assignee and completion status for one or more tasks from Task Details or Tasks Tab.
2. Fixed Bugs
Resolved: SmartCollections, AR Helpdesk: Invoice Date and Due Date sorting are not functioning properly [13177]
Resolved: Vendor Invoice Data Extraction: All invoice PDF documents are tagged as "Others" when SmartBot email is Cced [13146]
3. New Known Bugs
Vendor Invoice Data Extraction: Some of the emails with valid PDF attachments are being tagged as Needs Human Attention, hence not getting extracted in the documents tab. [13306]
Symptom: Email can be seen as unread and unprocessed in Bot Mailbox
Impact: Invoices attached in the email won't reach the Document tab
Workaround: No Workaround
AR Helpdesk: Same tasks should not get created for the replies on the thread. [13299]
Symptom: Multiple Replies on single thread will result into new tasks each time
Impact: Repeated tasks on single email thread
Workaround: Duplicate tasks can be dismissed from the console
AR Helpdesk: No tasks for 'Needs Human Attention' emails. [13294]
Symptom: Count of NeedsHumanAttention tasks will not match with the count of the emails labelled as NeedsHumanAttention
Impact: All needs human attention labels would not have corresponding task
Workaround: User needs to open bot mailbox manually to see those Needs Human Attention labelled email and take appropriate actions
SmartCollections/AR Helpdesk, AP Helpdesk, AR Helpdesk: Agent, Non-managerial RBAC roles are able to change assignee on Task Details page [13292]
Symptom: Non Managerial role is able to change assignee for the tasks
Impact: Task Assignment can happen by a person having Agent role
Workaround: Task Reassignment can happen from other roles if assignee set by an Agent is not correct