1. New and Updated Features
AP Helpdesk: Dashboard update with Advanced Metrics
SmartVendor AP Helpdesk dashboard update introduces a suite of new and improved charts and chart features in support of thematically grouped advanced AP Helpdesk metrics, the scope of which includes:
Most charts support drill down modals or navigation on click.
Most charts support direct download of chart image (png, jpg, pdf, svg)
All charts support CSV export of surfaced data.
Where applicable, metrics presented with count and percentage.
All metric data is available across all RBAC roles (with access to SmartVendor) except for select data in Tasks & Utilization, which defaults to metrics scope for the individual user. Team Managers (designated via Team Management) can optionally filter by and view data for their respective Team or individual Team members. Super Admins and AP Helpdesk Managers can optionally filter by and view data for any Team and any AP Helpdesk user.
Mailbox Intelligence
- Total Emails Received
- Emails Received by Sender Type
- Emails Received by Contact Match Type
- Emails Sent
- Emails Sent by Method
- Top 10 by Email // emails received by address
- Top 10 by Domain // emails received by address domain
- Top 10 by Vendor // emails received by record match
SmartBot Processing
- Total Emails Processed
- Emails Processed by Intent Outcome
- Emails Processed by Sender Type
- Intents Detected
- Intents Detected by Sender Type
- Invoice Submissions
- Invoice Submissions by Sender Type
- Invoice Submission Processing Outcome
SoR Insights
- Total Vendor Records
- Enrolled Vendor Records
- Unenrolled Vendor Records
- Vendor Contacts
- Vendor Contacts by Contact Status
- Vendor Contacts by Enrollment Status
- Top 10 Duplicate Contacts
Tasks Overview // aggregate task metrics
- Total Tasks
- Tasks by Status
- Tasks per Detected Intent
- Task Max Age
- Task Average Age
- Task Max Resolution (time)
- Task Average Resolution (time)
Tasks and Utilization // assigned task metrics filtered by User or Team
- Open Tasks
- Done Tasks
- SmartBot Replies Sent
- User Replies Sent
- No Reply Sent
- Ad Hoc Email Review by Sender Type
AP Invoices: Expanded Support for Supplier Contracts (with Workday Financial Management)
Users can configure if supplier contracts are required for AP invoices or not. If they are required, Auditoria will include Contract and Contract Line columns in the line level details for each vendor bill in the documents view. Auditoria will also sync the Contract business object with header and line fields. For incoming files, Auditoria will extract contracts off of invoice files and match against available contracts in the system of record. When there is a match, Auditoria will populate the contract in the line details. If we are unable to match a contract, status will be “Contract need review.” Auditoria will also attempt to match invoice lines to lines in the selected contract. Users can manually override any of the matches made by Auditoria during review. An invoice line can be matched to either a PO line or a contract line, not both.
2. Fixed 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.
3. New Known Bugs
None.