1. New and Updated Features
SmartVendor AP Helpdesk, SmartCustomer AR Helpdesk: Support for Multi-Record Match Email Reprocessing
SmartVendor AP Helpdesk and SmartCustomer AR Helpdesk, with Collaborative Mode enabled, support editing of Task Details to select the record(s) by which to process email requests and inquiries.
For AP Helpdesk, users can elect to process emails against all contact matched Vendor records or conditionally select one or more Vendor records.
For AR Helpdesk, users can designate by which Customer record an email should be processed when sender is a contact match for two or more Customer records, adding an email processing recovery path, replete with intent detection and corresponding SmartBot actions.
SmartVendor AP Helpdesk, SmartCustomer AR Helpdesk: Support for UnknownSender Sub-Types (Internal Cohort/External Cohort)
SmartVendor AP Helpdesk and SmartCustomer AR Helpdesk support more granular sender type categorization with introduction of Unknown Sender sub-types:
External Cohort Sender = Unknown Sender with non-public email address domain, matching one or more contact email addresses
Internal Cohort Sender = Unknown Sender with non-public email address domain matching that of connected mailbox and/or configured internal contact email addresses
Cohort Senders are more likely to have affiliation with your business, customers, and vendors than generic Unknown Senders, for which there is no discernible connection.
Emails from these sender types are distinguished by corresponding labels and Sender Type message metadata in the Helpdesk Mailbox.
Helpdesk Mailbox Sender Type filter includes options for each new sender type.
Helpdesk Console Dashboard Mailbox Metrics includes email count for each new sender type.
SmartVendor AP Invoices: Support for fuzzy matching of vendor bill fields
Fuzzy matching for AP Invoice fields is now available. This applies to fields on the Vendor Bill Record that must be matched to a list of options from the System of record like Payment terms or PO number. To turn this feature on, you must opt in by editing the preference in your SmartVendor wizard. Fuzzy matching will attempt to make the best match between the extracted value and the list of options. Users can correct the match to some other value during review and this correction will be used for the next bill from that vendor with the same extracted value. For example, if the fuzzy match for extracted payment terms of “Net 30” is “30 Days” and the user subsequently corrects from “30 Days” to “Net 30 2%”, the next bill from the vendor with “Net 30” extracted would default to “Net 30 2%”.
SmartVendor AP Invoices: Support for xls file attachments with Coupa
AP Invoices now supports uploading xls type files as attachments to Vendor Invoice records in Coupa.
SmartCustomer: AR Helpdesk, AR Collections: Consistent representation of negative amounts
Payment, Credit Memo, and Customer invoices are now using the () brackets representation for showing negative amounts.
SmartCustomer: AR Helpdesk, AR Collections: Improved console navigation
In the SmartCustomer console, in the Invoices, Payments and Credit Memo tabs the Customer Name is now a hyperlink allowing direct navigation to the respective Customer record detail page.
All products: Naming update
The product console now accurately reflects the current product names: SmartCollections is now AR Collections, Advanced Accruals for Suppliers is now AP Accruals, Vendor Invoice Data Extraction is now AP Invoices.
2. Fixed Bugs
None.
3. New Known Bugs
None.