1. New and Updated Features
AP Helpdesk, AR Helpdesk: Support for External Cohort or Internal Cohort Sender Tasks
SmartVendor and SmartCustomer support SmartBot added tasks for External Cohort (domain match with record contact) and Internal Cohort (domain match with internal contact or mailbox domain) Sender emails.
This can be enabled via check boxes nested under AP Helpdesk and AR Helpdesk configuration sections of the SmartFlow Skill Management Settings page.
Once enabled, the full scope of SmartBot processing, including SmartBot added tasks, intent detection, value extractions, and SmartBot replies is available for Internal Cohort and External Cohort sender emails.
Enabling tasks for Internal Cohort and External Cohort senders is highly recommended for maximizing benefits of AP Helpdesk and AR Helpdesk for connected mailboxes.
AP Helpdesk, AR Helpdesk: Support for email address To/Cc/Bcc predictive auto-complete
SmartVendor and SmartCustomer consoles support email address auto-complete wherever email addresses can be added to send an email (To, Cc), including Helpdesk Mailbox and Task Details.
Auto-complete options are surfaced whenever a user inputs characters into email To and Cc fields when editing or drafting an email message. Clicking an email address from the auto-complete dropdown inserts the complete email address in the corresponding email To or Cc fields.
Scope of eligible auto-complete email addresses includes all SoR synced Vendor/Customer contacts and any non-SoR contact email addresses to which emails have been sent.
Auto-complete dropdown displays character matched email addresses and corresponding sender type for each.
Email address availability for auto-complete reflects SoR contacts per latest SoR sync. If contact email addresses are removed from SoR records, these are no longer available for auto-complete after the next SoR sync contacts update.
Non-SoR contact email addresses (to which emails were sent) are stored at the connected mailbox level. These email addresses are available (for auto-complete) to all users with console access for a respective mailbox. These email addresses can be removed from auto-complete by clicking “X” to the right of each email address.
Non-SoR contact email addresses removed by a user, via auto-complete UI, cease to be available (for auto-complete) to all users with console access for a respective mailbox.
AP Helpdesk, AR Helpdesk: Tasks Tab CSV Export Date Filters
SmartVendor and SmartCustomer Tasks Tab CSV export supports a date parameter for specifying for which interval task data should be included.
On clicking “Export Tasks”, a modal is surfaced with dropdown selector for 7, 14, or 30 day data interval and start/end dates.
Tasks CSV export is limited to 10k task records per file. If scope of specified day interval or Start/End Dates includes greater than 10k task records, notification is surfaced indicating as such.
After selecting a day interval or start/end date, clicking “Download” results in export of Tasks CSV.
AR Helpdesk: Support for Customer Record Hierarchies (Parent/Child)
SmartCustomer AR Helpdesk has available support for Workday configurations utilizing Customer Record Hierarchies (Parent/Child).
Support for Customer Record Hierarchies can be enabled during initial deployment and subsequently upon request as needed.
Once enabled, configuration options are visible in SmartCustomer settings and Customer Details page.
AP Invoices: Autonomous Write to SOR with granular configuration
A new option for Write to SoR is now available for AP Invoices. The option is called “Configurable at Vendor Level”. If this option is selected, by default, review is required for all documents and users can choose to enroll specific vendors into autonomous mode. After turning this option on in the SmartVendor wizard, individual vendors can be toggled to Autonomous from the Vendors page.
Platform and SmartVendor Skills (with Workday Connector): Navigator support for Contracts Business Object
For Workday Financial Management customers that use Supplier Contracts in their AP process, a new business object, Contracts, is now available. This business object will include header and line fields for contracts. If there is a need to include extended fields or updates to standard mapping is needed, please file a support ticket at support@auditoria.ai or reach out to your Customer Success Manager.
2. Fixed Bugs
AP Invoices: UI not allowing user to set Due Date to "0" days from the Invoice Date. [13781]
Symptom: User will see blank due date value in document details page if "Due Date" SmartFlow configuration value is set to "0 days from Invoice Date".
Impact: If due date is not extracted, that 'Due date' field will show as blank.
Workaround: User can manually edit the due date in document details page to correct value.
3. New Known Bugs
AR Helpdesk: SmartBot will extract invoice number from the Subject line when it can't find it in the email Body. [18349]
Symptoms : False detection of invoice numbers from the subject line with alphanumeric characters.
Impact : User can see incorrect invoice number extracted from the email content.
Workaround : In Collaborative Mode, the user can edit the extraction done by the SmartBot and correct the extracted invoice number.