1. New and Updated Features
AR Helpdesk, AP Helpdesk: Support for manual email forwarding
Email Message UI, in Helpdesk Tasks and Helpdesk Mailbox, supports manual email forwarding, in addition to replies.
Users can click the Forward button, located at bottom and top-right corner of Email Message UIs, set email TO and Cc accordingly, add/edit email message, add/edit attachments, then click “Send” to complete the email forwarding process.
Platforms: Support for OneLogin as Enterprise IdP/SSO
OneLogin is now supported for Auditoria's web console as Enterprise IdP/SSO.
SmartVendor/AP Invoices: Set Default Entity/Company for non PO and non hint vendors
Auditoria will assign an entity to incoming invoices when an AP Invoices SmartFlowSkill is running and there are vendors which belong to more than one entity in the system of record. The automatic assignment is done in the following order. First, Auditoria will check for a PO and assign the entity of the matched PO. If there is not a PO on the invoice, then Auditoria will check if there are hints set to assign certain entities for certain invoices. If there are no hints, then Auditoria will default to the entity of the last bill (Entity of the last bill for that vendor, written to system of record or synced from system of record for that source).
SmartVendor/AP Invoices: Prepaid should be optional in the AP Invoices SmartVendor Set up
When setting up SmartVendor AP Invoices, users can choose if Prepaids are Required or Not Required. If they are Required, the Invoice Service Period field is also required. Users can choose to include Invoice Service Period and not turn on Prepaid however they must use Service Period to use Prepaid. By selecting Not Required, the Prepaid will not show up in the Business objects or the Documents view.
SmartVendor/AP Invoices: Dismiss File Upload Error
In AP Invoices there are certain size limitations for writing attachments over API. When these size limitations are met, Auditoria will flag to the user with a status of “Written to SoR with File Upload Error.” In this case, the vendor bill is created in the SoR without the attachment. To resolve this error, user should manually attach the vendor bill file in their system of record and then dismiss the file upload error in the Documents tab. Dismissing this error will move the Document from Active to Written to SoR tab.
SmartCustomers/AR Collections, AR Helpdesk: Invoice List export to include a truncated Notes field
AR Collections (fka SmartCollections) users can download the list of Invoices from the Invoices Tab in their console. This download will include a column at the end containing the Invoice Notes. The notes field will include the most recent notes up to 1000 characters rounded down to include full notes. To use this, navigate to the Invoices tab in the console and select the export button.
SmartCustomer/AR Collections: Cc on dunning notices
AR Collections (fka SmartCollections) users can copy any standard or extended fields that are email addresses in the dunning email template. To use this feature, please contact your Customer Success Manager or support@auditoria.ai.
2. Fixed Bugs
None.
3. New Known Bugs
None.