1. New and Updated Features
AP Helpdesk: Collaborative Mode
SmartVendor AP Helpdesk Collaborative Mode is a unique, human-in-the-loop user experience for AP teams desiring greater SmartBot processing oversight, with flexibility to review, edit, approve SmartBot processing outcomes and contents of SmartBot replies. With this limited availability release, Collaborative Mode can be enabled via settings page of SmartFlow Skills Management wizard for SmartVendor AP Helpdesk.
Collaborative Mode introduces the following:
- SmartBots add Review Tasks for all enrolled, unenrolled, and internal sender emails.
- SmartBots add Review Tasks for unknown sender emails when the detected intent is Invoice Submission.
- SmartBot replies are generated as drafts, are editable, and sent only after user review and approval.
- SmartBot actions, such as adding notes and labels, are executed when Review Tasks are marked DONE.
- Emails can be reprocessed after enrolling contact matched, unenrolled vendor records directly from Review Tasks.
- Emails can be reprocessed after adjusting intents detected (add/remove) and extracted values (add/remove).
SmartVendor: Granular Enrollment configuration has been moved to the SmartVendor console
The enrollment of vendors for SmartVendor (both AP Invoices and AP Helpdesk) will no longer show in the wizard. Users should set up the SmartFlow Skills using the SmartVendor wizard and navigate to the SmartVendor console. In the console, users can select the Vendors tab to manage vendor enrollment. Users can filter on certain attributes to select vendors that require enrolling. Users may enroll vendors in whichever SmartFlow skill has been turned on in the wizard. Vendors can be enrolled in one or both skills. For AP helpdesk, the vendor category must be turned on in the wizard in order to enroll vendors. .
AP Invoices (Vendor Invoice Data Extraction): Treatment for zero amount lines
Any time that a bill has one or more line with an amount of 0 (in whatever currency is selected for that bill), the user will receive a soft warning message to confirm if they would like to proceed. The user can choose to cancel and review/modify the bill or continue and proceed writing the bill with 0 amount lines.
2. Fixed Bugs
None.
3. New Known Bugs
SmartCollections: Dunning Notices sent even after the invoice was paid in ERP. [15066]
Symptom: Mismatch of invoices in ERP and Auditoria, causing Dunning Notices to be sent even for Paid Invoices. This can happen if the connection to the ERP failed to sync the data.
Impact: Incorrect dunning notices might be sent out.
Workaround: In case of Sync failures, Manual sync can be done in System setting page. Alert email address can be setup in System Setting page, so that sync failure notifications can be sent as needed.
AP Helpdesk: Collaborative mode in Helpdesk doesn't allow editing individually added slot values. [15077]
Symptom: No EDIT option for entered values and extracted values.
Impact: Values once extracted or entered manually cannot be edited.
Workaround: User must remove extracted values or added values entirely with DELETE button and then can add new values and reprocess.