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

1. New and Updated Features

AP Helpdesk: Request for Remittance Advice support for extraction and fuzzy-matching of non-standard, multi-word external Bill IDs

SmartVendor AP Helpdesk supports extraction and fuzzy-matching of non-standard, multi-word external Bill IDs when processing Remittance Advice Request emails. Launching with limited availability, this enhancement improves success rate of Remittance Advice Request email processing, wherein the extracted external Bill ID is verbose and could be mistaken for a sentence, by leveraging fuzzy-matching to identify likely external Bill ID match and generate corresponding Remittance Advice documents. To access this feature please contact support@auditoria.ai. 

AP Helpdesk, AR Helpdesk: Support for Extracted Value Searchable Drop-downs with dynamically displayed superset of business record identifiers

SmartVendor AP Helpdesk and SmartCustomer AR Helpdesk task details UI, with collaborative mode enabled, supports searchable dropdowns for Detected Intent Extracted Value unique identifiers. Dropdown values correspond directly with those of SoR synced business records, a superset of which is determined by contact record matches. This enables users, when adding Extracted Values as part of email reprocessing, to more easily match email-derived unique identifiers with those which actually exist in SoR business records, and improve likelihood of meaningful reprocessing outcomes.

AP Helpdesk, AR Helpdesk: Support for Ad Hoc Email Review

Helpdesk Mailbox, for SmartVendor AP Helpdesk and SmartCustomer AR Helpdesk, supports marking qualifying emails as READ or UNREAD (messages without SmartBot added Tasks). This limits risk of duplicate work when users perform ad hoc review of mailbox emails which lack a corresponding task.

• When marked, a banner indicating READ or UNREAD status is displayed for an email message, and includes the name of the marking user, along with date and timestamps.
• When viewing Inbox, messages marked READ are highlighted in blue shading, to easily distinguish them from UNREAD messages.
• When a new message on an email thread is received, email thread status is UNREAD, and will revert to UNREAD, even if previously marked READ.
• When the newest message on an email thread is marked READ, all previously received messages inherit a READ status.
• When one or more messages on an email thread is marked UNREAD, email thread status is UNREAD.

AR Helpdesk: Request for Invoice Copy Invoice ID extracted value match without exact Invoice ID letter case, spacing, or non-alphanumeric characters

AR Helpdesk Request for Invoice Copy business intent processing supports matching Invoice ID extracted values with invoices, in connected System of Records (SoR), when Invoice ID letter case, spacing, or non-alphanumeric characters are not exact. This enhancement improves success rate of processing invoice copy requests, as it’s not uncommon for emails to reference invoice IDs similar to whats in the SoR, but differ in terms of letter case, spacing, or non-alphanumeric characters (e.g., hyphens, periods, underscores).

AP Invoices with Oracle Netsuite: Support for Tax Code Options

AP Invoices, when used with Oracle Netsuite as System of record, now supports Tax Code. Using this new feature requires configuring the System Connection for the respective Oracle Netsuite instance, and selecting one of the three available options (Tax Codes Only, Tax Groups Only, Tax Groups and Tax Codes). The default option is “Tax Codes Only”. After this configuration is done, in the SmartVendor AP Invoices Documents page, the user will be able to select the the tax options as needed in the Vendor Bill business object. The Tax Code will be an Extended Field in the Auditoria Vendor Bill business object.

AP Invoices with Workday Financial Management: Support for Supplier Contracts

AP Invoices, when used with Workday Financial Management, now supports Supplier Contracts. This is a configuration in the AP Invoices product, and is OFF by default. Once turned on, a new field named “Supplier Contract” appears in the Vendor Bill business object. In the SmartVendor AP Invoices Documents page, the user can select from a drop-down of available contracts for the respective Supplier.

A Vendor Bill business object can be associated with either a PO or a Supplier Contract, not with both. The Supplier Contract field is optional, and can be left empty.

2. Fixed Bugs

None.

3. New Known Bugs