Contents
New and Updated Features
Invoice Accrual SmartFlow Skill
- The SmartFlow Skill can now be run automatically on a monthly cadence
- Requests for accrual data can be sent to both vendor contacts and internal contacts
- The template to be used for a Journal Entry is now customizable for each vendor
- The template for the email to be sent is now customizable with rich format
- The email bot can recognize replies that include inline responses, or attached PDF invoices
Autonomous Collections SmartFlow Skill (previously named "Customer Collections Follow-up and Status Tracking)
- The Skill has been renamed and can be found under the new name in the SmartFlow Skill Catalog.
- In the Autonomous Collector page, one can search by Invoice Number, in addition to searching by Customer Name.
- In the Autonomous Collector page, one can use a new filter, to exclude Customers that have a zero balance. This filter is ON by default.
- The notes at the Customer level now include more details on the Bot's activity related to that customer.
- Days Sales Outstanding metric can be computed automatically (requires an extra configuration in the associated ERP instance).
Fixed bugs
Autonomous Collections SmartFlow Skills
- A performance problem causing the Prioritized Worklist cards to be displayed very slowly has been addressed.
New known bugs
Autonomous Collections SmartFlow Skills
Missing Priority Worklist Cards
Symptom: The cards notifying the user that emails from Unknown contacts were received, also that the Bot could not interpret certain incoming email, do not get displayed.
Impact: The user is not notified in the console about these events.
Workaround: The user must go directly to the mailbox shared with the bot and check what emails were received from unknown contacts, or what emails the bot could not understand (using the labels placed by the bot).
Autonomous Collections SmartFlow Skills
Incorrect display of invoices at a Customer level [2403]
Symptom: In extremely rare occasions, an invoice could get listed under the incorrect customer name in Account Explorer page.
Impact: There's no impact except the incorrect association in the console. The invoice is mapped to the correct customer in the data store, but gets displayed in the wrong place.
Workaround: Verify the correct association between a customer and the invoice in the ERP.
Invoice Accrual SmartFlow Skill
Vendor record changes are not sync'ed from the ERP
Symptom: The vendor record fields in an Auditoria tenant could be out of sync with the fields in the ERP.
Impact: The SmartFlow Skill might use out-of-date vendor details (such as an old name, or email address).
Workaround: None, except disconnecting and reconnecting the ERP instance.