1. New and Updated Features
Vendor Invoice Data Extraction: Bulk Edit
You can now bulk edit vendor bill invoice lines. Navigate to an Invoice in the Documents tab of Vendor Invoice Data Extraction SmartFlow Skill, hit “edit” and select two or more invoice lines. Next, choose the “Bulk Edit” button and select the fields in the pop up that you would like to edit. Make your changes and save. You can cancel if you selected bulk edit by accident. Edits are not saved until you save the entire document.
AR Helpdesk, AP Helpdesk: Metadata display
A variety of metadata fields are now displayed along the email messages processed by Helpdesk SmartBots.
AR Helpdesk, AP Helpdesk: New filters
Multiple filters including keywords, From, To, Cc, and more, are now available in the Helpdesk consoles.
AR Helpdesk, AP Helpdesk: Unique IDs for Tasks
Tasks in Helpdesk Consoles now have unique IDs.
AP Helpdesk: Payment Status request based on Account Statement PDF
AP Helpdesk now supports automatic replies to requests for payment status that include an account statement.
2. Fixed Bugs
None.
3. New Known Bugs
AR Helpdesk, SmartCollections: Some extra fields are appearing on customers payments details page . [13484]
Symptom: User could see some extra fields in the customer payment details page .
Impact: None.
Workaround: None.
AR Helpdesk, SmartCollections: Enrolled filter is not functioning properly on Customers page . [13522]
Symptom: Enrolled filters are not showing correct result when both ‘Yes’ and ‘No’ options are selected.
Impact: Only enrolled customers showing up when both ‘Yes’ and ‘No’ filters options are selected.
Workaround: Select only one filter option at the time for the enrolled customer column.
Advanced Accruals for Suppliers: SmartBot did not process the reply from the vendor. [13527]
Symptom: SmartBot is not processing some of the accrual email responses.
Impact: No labels would be added to the vendor’s reply, and no accrual amount would be captured automatically.
Workaround: The user can add accrual amount manually.