1. New and Updated Features
2. Fixed Bugs
3. New Known Bugs

1. New and Updated Features

AP Helpdesk, AR Helpdesk: Automatic Task Distribution

Helpdesk Automatic Task Distribution (ATD), by way of user-configured Distribution Policies, Rules, and Conditions, precisely identifies and sets qualifying users as assignees on SmartBot added tasks. This functionality eliminates the need for analysts to manually claim or managers to manually assign new tasks. Notably, ATD is compatible with automating procedure requiring emails from certain customers or vendors to be conditionally assigned to and processed by specific team members (e.g., name letter range).

While manual assignment of tasks remains a supported option, users can elect to delegate this to Helpdesk ATD via the following steps:

1. (As SuperAdmin) Navigate to Administration >> Automatic Task Distribution
2. Click “Add Distribution Policy”
3. Set “Policy Name” (required)
4. Set “Policy Description” (optional)
5. Select from the “SmartFlow” dropdown (required)
6. Click “Create”
7. Click “Add Rule”
8. Set “Rule Description” (required)
9. Under “WHEN”, click “Add Condition”
10. Select an input Input Attribute, Operator, and set Values
    1. AND operator is applied between Conditions
    2. OR operator is applied between Condition Values (if multiple)
11. Under “THEN” click “Add Action”
12. Select an Action, Target, and Value from corresponding drop-downs
13. Repeat steps 9-12 to add conditions and actions as needed
14. Click “Save”
15. Repeat steps 7-14 to add Rules as needed
16. Optional: To define order of execution, adjust positioning of listed Rules up or down via corresponding arrows
17. Click “Save” to preserve and apply Rules to Distribution Policy

ATD rules can assign tasks to specific users or a team. If Target is “Team”, task assignee is determined via round-robin distribution amongst users on the team.

Configured Distribution Policies (and relevant metadata) are listed on the Automatic Task Distribution administration page. Clicking the value for “Distributed Tasks” navigates to a pre-filtered Tasks Tab view of corresponding tasks. If Automatic Task Distribution must be halted (for a given SmartFlow skill), Distribution Policy Status can be toggled from “Active” to “Inactive”. To re-enable, toggle Status back to “Active”.

All ATD user actions, such as added Rules or Rule edits, are reviewable via dedicated Audit Log, accessible via top-right menu on the Automatic Task Distribution administration page.

Please note, for this release, Distribution Policies are single use. If a SmartFlow is stopped, the corresponding Distribution Policy is automatically deactivated and made read-only.

AP Helpdesk, AR Helpdesk: Filter for Task type "None"

HD Mailbox, a component of Auditoria SmartVendor and SmartCustomer consoles, adds “None” option for “Task Type” filter. This filter option streamlines review of mailbox emails without SmartBot added tasks.

AR Collections, AR Helpdesk: Exchange Rate should show in the Payment Object

The field “Exchange Rate” is now listed in the Payment Object for SmartCustomer Skills. To update the mapping of your exchange rate field, please reach out to your Customer Success Manager or email support@auditoria.ai.

AP Invoices: Expanded Support for Foreign Languages

The following languages are now supported for AP invoices. This applies to the classification and extraction for incoming AP Invoice documents only and not other parts of the product. There is still a possibility of extraction deltas that can be modified by user in the Documents tab.

• Italian
• French
• Portuguese (early access)
• German
• Spanish
• Dutch (early access)
• Estonian (early access)
• Japanese (early access)
• Chinese (early access)
• Korean (early access)

AP Invoices: Attach Files to Vendor Bill record 

Additional supporting files can now be attached to AP Invoice documents. To add an attachment, navigate to a Vendor bill document and click Attach or drag and drop files into the attachment area below the vendor bill preview. These attachments will be written to the system of record when the write to SoR is initiated. This feature applies to Workday, Coupa, and NetSuite. A max of 5 files, 10 MB each, 50 MB total can be written. The following file types are supported:

• CSV
  • Application/csv
  • Text/csv
• Excel
  • application/xlsx
  • application/vnd.ms-excel
  • application/vnd.openxmlformats-officedocument.spreadsheetml.sheet
  • application/msexcel
• Word
  • application/docx
  • application/doc
  • application/vnd.openxmlformats-officedocument.wordprocessingml.document'
  • application/msword
• PDF
  • application/pdf
• PPT (Coupa and Oracle NetSuite ONLY - this is not supported for Workday Financial Management)
  • application.vnd.ms-poweropint
  • application/vnd.openxmlformats-officedocument.presentationml.presentation
  • application/vnd.openxmlformats-officedocument.presentationml.template
  • application/vnd.openxmlformats-officedocument.presentationml.slideshow
  • application/vnd.ms-powerpoint.addin.macroEnabled.12
  • application/vnd.ms-powerpoint.presentation.macroEnabled.12
  • application/vnd.ms-powerpoint.template.macroEnabled.12
  • application/vnd.ms-powerpoint.slideshow.macroEnabled.12
• Images
  • image/png
  • image/jpeg

2. Fixed Bugs

None.

3. New Known Bugs