1. New and Updated Features
AR Helpdesk: Promise to Pay Follow-Up Task when Scheduled Payment Date Passes
Promise to Pay Follow-Up Task (when scheduled payment date passes) is an optional functionality for Collaborative Mode enabled AR Helpdesk, configured via “Create Task” SmartBot Action, which supports automatic queuing of follow-up tasks when a scheduled payment date is set for an invoice and creation of follow-up tasks when amount remaining on an invoice is greater than zero after the scheduled payment date passes.
By default, follow-up tasks are added the next day following the scheduled payment date on an invoice. Delaying creation of the follow-up task for 2-99 days following the scheduled payment date is also supported.
Whether scheduled payment date is set via SmartBot or a user, if follow-up tasks are enabled, queuing and creation of follow-up tasks is initiated.
For invoices linked to customer records in Auditoria with a designated collections agents, follow-up tasks are automatically assigned to the collections agent on file (must have Auditoria SmartCustomer access). When no collections agent is specified on the customer record, follow-up tasks are added without assignee or assigned via automatic task distribution policy.
Follow-up tasks can be accessed via Tasks tab and are filterable via Task Type “Follow-Up”. Follow-up Task Details appear similar to that of other User tasks. If scheduled payment date was set via SmartBot as part of promise to pay email processing, the corresponding email message is surfaced. If added after user manually set scheduled payment date, invoice details are surfaced in the Task Details. For both, customizable SmartBot Reply drafts are available to simplify the outreach process.
SmartVendor AP Helpdesk, AP Invoices: Support for export of business records from Auditoria
SmartVendor business object tabs including Vendors, Bills, Payments, Contracts (if applicable) and Purchase Orders can now be downloaded to csv. The download will reflect the current filters and download all rows shown in the view. The columns will also match the columns in the current user view. Columns can be adjusted to include certain additional fields or not include certain optional fields. Required fields will have lock icon next to the field name in the Edit Columns view.
AP Invoices: Enhanced display for Item ID
Applicable for Oracle NetSuite Customers using AP Invoices. Throughout the product where the Item ID field is shown, Auditoria will display both the Item ID and the Item Name so that it is easier to make selections and know which item is being referred to.
2. Fixed Bugs
None.
3. New Known Bugs
None.