1. New and Updated Features
AP Helpdesk and AR Helpdesk: Mailbox Message Metadata for Tasks
Email messages in Helpdesk Mailbox now display information on User Tasks and SmartBot Tasks resulting from SmartFlow Skill processing of said messages. Task information includes Task ID, Category, Status, and Assignee. Users can claim or assign tasks to other users directly from the Helpdesk Mailbox message interface. Clicking Task ID will take users to the Task Details page for the corresponding task.
AR Helpdesk: New intent for internal stakeholders: Request for Documents - Vendor Forms, Tax Forms, Banking Details w/ Checks for Customer Contracting Entity and Currency (Limited Availability)
AR Helpdesk (standalone) adds processing of document requests from authorized, internal contacts for vendor forms, tax forms, and banking details. For internal contact requests to be eligible for end-to-end automation, sender email addresses must be added to a list of authorized internal contacts via the AR Helpdesk SmartFlow Skill Management configuration interface. Internal contacts can request a specific version of a vendor form or banking details document by including entity (aka company) and currency in their message. Specific versions of tax forms can also be requested by internal contacts by specifying entity (aka company) in their email. If entity or currency is not specified, internal contact document requests are escalated to users via user tasks. Via future release, intent clarifying email support will be added for internal document requests, to streamline the document request fulfillment process by minimizing email back-and-forth and escalations to users.
If you are interested in using this feature please contact support@auditoria.ai.
AR Helpdesk: New intent for external stakeholders: Request for Documents - Vendor Forms, Tax Forms, Banking Details w/ Checks for Customer Contracting Entity and Currency (Limited Availability)
AR Helpdesk (standalone) adds processing of document requests from enrolled, customer contacts for vendor forms, tax forms, and banking details. Messages must specify a document type to qualify for end-to-end automation. Customer contacts can request a specific version of a vendor form or banking details document by including entity (aka company) and currency in their message. Specific versions of tax forms can also be requested by customer contacts by specifying entity (aka company) in their email. If entity or currency is not specified, customer contacts can receive 1 or more versions of the requested document type for each entity (and/or currency) of synced customer invoices from the previous 90 days. This 90 day look-back mechanism referencing entity and currency on customer invoices is intended to streamline the document request fulfillment process for customers transacting with multiple entities in multiple currencies, minimizing email back-and-forth and escalations to users.
If you are interested in using this feature please contact support@auditoria.ai.
AR Helpdesk: Document Management for Request For Documents intent
AR Helpdesk introduces Document Management, a feature set to compliment and enable SmartFlow skill processing of document requests. Accessed via a new “Documents” tab found in the AR Helpdesk Console, Document Management enables users to add new documents, specifying document name, document type, document entity, document currency, and upload file. The attributes set for a new document (type, entity, currency) determine which documents are distributed to customer contacts and internal senders in fulfillment of their document requests. Document Management includes a dedicated audit log, tracking details of adding, editing, and deleting of documents, to aid with document version control and governance. Document Management supports PDF files up to 20 MB.
Workday Connector: Extension to pull and display contracting entities and currency in support of ARHD Request for Documents intent
The Workday connector has been extended to extract contracting Entities and currency from Workday Financial Management.
2. Fixed Bugs
Resolved: Advanced accruals for Suppliers, Accruals Entity ID is wrong [13682]
Resolved: Vendor Invoice Data Extraction: Vendor hints are not displayed if Vendor is matched first. [13810]
3. New Known Bugs
None.