Contents
New and Updated Features
Invoice Accrual SmartFlow Skill: New Email Action in Data Management Page
You can configure Invoice Accrual SmartFlow Skill to email a report with all draft Journal Entries and supporting proof to a specific email address, once an Invoice Accrual cycle is done.
The report includes:
- A summary table of Journal Entries (that got prepared by the bots based on data extracted from invoices which are not yet in ERP, WIP docs, or received inline through email) at row level, also summed up. This is available as a .tsv file (tab separated file), which can be used with Excel and other desktop apps.
- Proof of all docs from where data was extracted (e.g. from inline in email threads, or from attached PDF files such as invoices and WIP docs). All the proofs are consolidated in a single PDF file.
Invoice Accrual SmartFlow Skill: Infinite Scrolling for Vendor List in SmartFlow Skill Configuration
- Pagination has been replaced with infinite scrolling in the vendor list page for Invoice Accrual SmartFlow Skill configuration.
Fixed Bugs
Invoice Accrual SmartFlow Skill
- Resolved: Issues that were preventing syncs from ERP instances and vendor records
- Resolved: ERP instance was not getting marked as in use by a SmartFlow skill
Autonomous Collections SmartFlow Skills
- Resolved: Incorrect display of invoices at the customer level
- Resolved: Certain emails were getting incorrectly labeled by the bot as "emails-from-unknown-senders"
- Resolved: Multi-intent emails received might not get labelled accurately
- Resolved: Count of invoices for a customer is shown as Zero in Customer Explorer
- Resolved: Count of customers enrolled in automated notifications doesn't update automatically after a change
New Known Bugs
Autonomous Collections SmartFlow Skills
Age is being displayed for Paid Invoices [3509]
Symptom: In Account Explorer, invoice age is being shown even for paid invoices.
Impact: The ERP status of the invoice is not being used for bot decisions on sending dunning notices. Instead, the amount left to be paid is used to determine what invoices need dunning notices.
Workaround: The user must disable dunning notices for the invoices which are marked Paid, but still have a non-zero amount.
Invoice Accrual SmartFlow Skill
Incorrect count displayed on Data Management page [3493]
Symptom: The count of draft Journal Entries displayed on the Data Management page might be incorrect.
Impact: There's no impact except for the incorrect count displayed in the console.
Workaround: Verify the correct count of the entries directly in the Journal Entries table.