1. New and Updated Features
AP Helpdesk: Console UI Clean-Up and Copy Standardization
AP Helpdesk Console UI copy and labeling adjusted for consistency across all Auditoria Helpdesk products and a more refined, intuitive UX for AP Helpdesk users.
Changes include:
- Surfacing vendor name in navigation header at top of “Vendor Details” page, e.g. Vendor > Vendors R Us
- Surfacing transaction reference in navigation header at top of “Payment Details” page, e.g. Payments > 1004
- Surfacing external bill Id in navigation header at top of “Bill Details” page, e.g. Bills > INV-2008
- Consistent capitalization of Standard Field labels on Vendor, Bill, and Payment details pages
- “My Tasks” changed to “User Tasks” on Dashboard and Tasks Tab
AR Helpdesk and SmartCollections: Console UI Clean-Up and Copy Standardization
SmartCollections and AR Helpdesk Console UI copy and labeling adjusted for consistency across all Auditoria Helpdesk products and a more refined, intuitive UX for SmartCollections and AR Helpdesk users.
Changes include:
- Consistent capitalization of Standard Field labels on details pages of Invoices and Payments
- “My Tasks” changed to “User Tasks” on Dashboard and Tasks Tab
- Link for accessing Customer-filtered view of Helpdesk Mailbox on “Customer Details” page is now “Customer Emails” (formerly “Email Communication”)
AR Helpdesk: Support for "Request for Invoice Copy" from internal stakeholders
AR Helpdesk supports processing Invoice Copy requests from email addresses configured as internal contacts. Functionally similar to Invoice Copy request processing for external, enrolled contacts.
SmartCollections, AR Helpdesk, and AP Helpdesk: Tasks Tab Task Priority
Column and values for “Task Priority” added to console Tasks page for SmartCollections, AR Helpdesk, and AP Helpdesk consoles. Users can now reference Task Priority at a glance when observing tasks listed on Tasks Tab page.
Advanced Accruals for Suppliers: Monitoring Report Output
SuperAdmins can download a report showing details for the current month end reach out. The report includes the following columns:
- Input Item (PO or PR reference)
- Input Detail (PO or PR line detail)
- Supplier name
- Supplier id
- Reach out status
- Day 1 email sent?
- Day 1 response received?
- Response in correct place?
- Extracted amount
- Day n email sent?
- Day n response received?
- Response in correct place?
- Extracted amount
- Straight Line calculation
- Bot estimate
- Confirmed Amount
- Accrual Source
- Written to ERP
- Comments
- There will be a group of email results columns (day 1 email sent, day 1 response received, response in correct place, extracted amount, etc.) for every day of reach out.
The accrual source will be one of the following:
- SL Over Full Term
- SL Over Remaining Term*
- Weighted Average Invoice*
- Email Extraction
- This represents the Auditoria source for estimate. The user can override this in the confirmed amount column.
Vendor Invoice Data Extraction: Option to add a comment when Dismissing Documents
Vendor Invoice Data Extraction customers can choose to add comments when a record is dismissed from the Documents Active Data view. Please ask your customer success manager to turn on this feature or contact support@auditoria.ai. It is optional to include a comment. If a user bulk selects documents, the same comment will be applied to all selected documents. The comments will show in the Invoice Activity report after the documents is dismissed.
Vendor Invoice Data Extraction: Changes to Documents tab
Users can download the list of documents in the Documents page for both Active Data and Written to SoR tabs. To download the list, select “Download”. By default, all documents will be included in the extract. To download for a subset, first filter a column and then select the “Download” button.
Users may opt to include or not include certain column using the edit columns button. The user that wrote a Vendor Bill to the system of record will be included in a column in the output.
2. Fixed Bugs
None.
3. New Known Bugs
Advanced Accruals for Suppliers: Accruals Entity ID is wrong. [13682]
Symptom: Workday Id can be seen for Entities Ids in Auditoria console.
Impact: None.
Workaround: Users can also observe the entities name for entity identification.
Vendor Invoice Data Extraction: UI not allowing user to set Due Date to "0" days from the Invoice Date. [13781]
Symptom: User will see blank due date value in document details page if "Due Date" SmartFlow configuration value is set to "0 days from Invoice Date".
Impact: If due date is not extracted, that 'Due date' field will show as blank.
Workaround: User can manually edit the due date in document details page to correct value.
Vendor Invoice Data Extraction: Due Date is set as blank if "Due Date" SF config value is set to "0 days from Invoice Date". [13783]
Symptom: For the Due Date parameter of the SmartFlow configuration “Extract first and auto generate if not available” the UI dropdown will go minimum to “1” value if user scrolls in the dropdown manually.
Impact: User won't be able to set “Extract first and auto generate if not available” dropdown value to 0 thru dropdown scrolling.
Workaround: Manually enter '0' value in “Extract first and auto generate if not available” field.
Vendor Invoice Data Extraction: Vendor hints are not displayed if Vendor is matched first. [13810]
Symptom: After a vendor is matched, the vendor hints section shows empty.
Impact: None.
Workaround: No workaround. User can ignore this as Vendor Hints are needed only to match with a vendor. The Vendor hints will display correctly when the Vendor remains unmatched.