1. New and Updated Features
AR Helpdesk: Persistent Record Selection for All Multi-Record Matched Sender Replies on Thread
SmartCustomer AR Helpdesk adds support for persistent record match selection on tasks created for email thread replies from multi-record matched contact email addresses.
Before this update, email thread replies from multi-record matched contact email addresses required users to specify for which customer record the email should be processed against via editing Task Details and reprocessing the email. Now, after the initial customer record designation and reprocessing, all subsequent replies are processed against the same customer record, until changed in the task by the user, resulting in time saved.
When a reply to AR Collections sent dunning is received from a multi-record matched email address, task record match defaults to the customer record for which the dunning was initially sent. Previously, subsequent replies on this dunning initiated thread required users to specify for which customer record the email should be processed against. Now, the initial dunning-matched, customer record selection persists on tasks for replies until task details are edited and reprocessing is invoked.
AR Helpdesk, AP Helpdesk: Support for Archiving Helpdesk Mailbox Emails
SmartCustomer and SmartVendor consoles add support for Helpdesk Mailbox email archiving.
Users can select one or more Inbox emails/threads and archive them via dropdown menu option, removing them from the Inbox.
User can also select and move archived emails/email threads back to Inbox via dropdown menu option.
When emails/email threads are moved to Archive, banners are added to archived messages, logging which user archived the message and when.
Archived emails/email threads are hidden from Inbox view but archiving in Helpdesk Mailbox does not archive or move emails in connected mailboxes.
When replies to archived emails/email threads are received, they are moved from Archive to Inbox (due to new TASK or UNREAD message on thread).
Helpdesk Mailbox Inbox filter results exclude archived emails/email threads. Archived can be searched and filtered separately from the Archive view.
Optional automatic archiving of emails with ad hoc review status READ and/or Task status DONE can be enabled via SmartFlow settings.
From SmartFlow Settings, a parameter can be set so automatic archiving of qualifying emails (marked READ or Task Status DONE) is invoked after X days (max 90).
Note: Archived emails and threads are not factored into count of Inbox threads displayed at the bottom of Helpdesk Mailbox.
AR Helpdesk: Scheduled Payment Dates and Amounts on Customer & Invoices Tab
SmartCustomer adds editable “Scheduled Payment Amount” field to Invoice details page along with “Scheduled Payment Amount” column to console Invoices tab.
“Next Scheduled Payment Date” and “Next Scheduled Payment Amount” columns are now surfaced on the console Customers tab.
These “Next” column values reflect values from Invoice records for each customer.
AR Remittances: Extend Customer Hints to support Email Address
For AR Remittances, both the extracted customer name and the email address that the file is sent from can also be used to train Auditoria to automatically assign a customer to the payment record. To use this feature, navigate to a remittance in the documents tab and select Match with a Customer and Update Customer hints. To use the email hint, check the box and select the email from the dropdown. A unique email must be used (i.e the same email cannot be used to assign multiple customers as the system will not know which email to use to assign the different customers).
AP Invoices: Ability to white list file types in Wizard
In the AP invoices wizard, customers can choose which file types are in scope for processing. Selected file types will be run through AP invoices and classified as either a Vendor bill or Other. Users can review the files processed in the SmartVendor documents tab. Unselected file types will not result in an automatic document being created.
SmartVendor AP Invoices and AP Helpdesk: Link between AP Invoice Documents and AP Helpdesk Emails
For customers using SmartVendor and running both AP Helpdesk and AP invoices, there is now a link between the AP Helpdesk emails and the AP Invoices documents. When a document is created as part of AP invoices, the attachments section in the task view and in console email view will show the list of attachments where a document was created and the user can click a link to view the document.
AP Invoices: Support for Microsoft Excel and Word (xls, doc and few others) formats
In addition to PDFs and Images (JPG, JPEG, TIF, TIFF, PNG, BMP, WEBP), Word files (doc and Docx) and Excel files (xsls, xls, and csv) are now supported for AP invoices. To turn on this feature, check the file types in the SmartVendor wizard. Password protected word files are not supported.
AP Invoices: Extended support for Taxes
Auditoria supports three options for AP Invoices taxes:
- Tax does not need to be written from Auditoria to SoR.
- Tax should be written from header level and no line level tax should be created.
- Tax is at the line level. A line should be created for extracted tax that will be written with the rest of the invoice lines.
If the first option is selected, the header tax will be extracted and shown in the AP invoices documents and not written with the invoice (some other process for recording tax will take place in the SoR post Auditoria).
If the second option is selected, the extracted tax will show in the header and a line will not be created for the tax. The user can edit the extracted header field and it will be written according to the data mapping.
For the third option, tax will be extracted and a line will be created for the extracted tax amount. There will also be a read only header tax field that will not be written. The control total check will compare the sum of the lines to the extracted total (and not consider the header tax field in the check). The line will write with rest of the invoice lines into the SoR as shown on the document view.
AP Invoices: Extend Vendor Hints to Include Email Address
Customers using AP invoices can assign hints to train Auditoria for how to assign the correct Vendor from the System of Record. Hints consider fields extracted from the Invoice File like Vendor Name, Vendor Contact Email, Vendor Website, Vendor Contact Phone and Vendor address. Hints can also be added to consider the email from which the vendor bill is received. Secondary hints can be used to tie break like Billing address or currency. This new feature is the addition of Email from. The email can be used to tell Auditoria to always assign a certain vendor and entity for incoming vendor bills when the file is received from that email.
Example: User sets hints so when owelch@acmeconsultingteam.com sends a Vendor bill, the Vendor name and entity will automatically be assigned.
2. Fixed Bugs
None.
3. New Known Bugs
None.