1. New and Updated Features
AP Helpdesk, AR Helpdesk, AR Collections: Optional Auto-Enrollment for New Customer/Vendor Records
Auto-Enrollment for new records introduced to SmartCustomer AR Helpdesk, AR Collections and SmartVendor AP Helpdesk as optional settings. When enabled, new customer and vendor records synced from connected systems of records are enrolled automatically (e.g., Vendor is added in connected ERP, then on SoR sync vendor is enrolled in AP Helpdesk), eliminating the need for periodic review of unenrolled records and manual enrollment.
As a component of auto-enrollment, SmartCustomer AR Collections adds an option to enable or disable tasks for new customer records. Without auto-enrollment, these tasks are helpful for managing AR Collections dunning campaign enrollment for new customers, but with auto-enrollment enabled, they are less essential.
AP Helpdesk, AR Helpdesk: Relaxed pre-check (support for email received via Cc/Bcc/Alias/Redirect)
Relaxed Pre-Check introduced to SmartVendor AP Helpdesk and SmartCustomer AR Helpdesk is an optional setting enabling SmartFlow processing of emails received by connected mailboxes wherein the connected mailbox email address is not the message TO value.
Supported use cases include SmartFlow processing of emails received by way of mailbox email address Cc, Bcc, alias, or redirect. Without Relaxed Pre-Check enabled, these emails sync from connected mailboxes, are visible in consoles, but do not benefit from intent detection, SmartBot replies, added tasks, and other SmartBot processing actions and outcomes.
Relaxed Pre-Check is enabled via SmartFlow Skills Management “Settings” page for SmartVendor and SmartCustomer, nested under configuration for Collaborative Mode. Collaborative Mode is required for enabling Relaxed Pre-Check.
Connected mailbox aliases can be added via Administration >> Mailbox Settings for respective connections, by clicking “Add Alias Email”.
Message Metadata now includes “Method”, which communicates how an email reached a connected mailbox. Values include one or more of the following: [To][Cc][Bcc][Alias][Redirect].
AR Collections: Oldest Invoice Dunning Options
For AR Collections customers using Customer level dunning option to “select oldest invoices from all open invoices and then match to dunning cadence preferences”, the filter on oldest invoice will not consider any invoices that are enrolled. The option will filter for the oldest enrolled open invoice.
AR Remittances: Zero Payment Records
This limited availability feature is exclusively available to AR Remittances customers who are writing to a another destination in addition to writing payments to their System of Record. It allows users to write certain files with a $0 amount to a another destination without creating a payment record. This resolves the limitation in Workday where $0 payments cannot be created. Customers interested in utilizing this feature should contact professional services or customer success at support@auditoria.ai more information and configuration details.
2. Fixed Bugs
None.
3. New Known Bugs
None.