1. New and Updated Features
SmartFlow Skills: Bank Statement to GL Matching Phase 1 [4321]
Phase 1 in the development of a new Autonomous Record to Report SmartFlow is completed. The Bank Statement to GL Matching SmartFlow enables Auditoria bots to review bank statements, retrieve certain transactions and match them to transactions in other systems, and update the ERP General Ledger.
Integrations: Auditoria connects to bill.com AP System [4604]
Auditoria connects to bill.com AP System to enable the use of Auditoria SmartFlow Skills with bill.com.
Integrations: New sync statuses displayed when syncing Auditoria to ERP systems [4665]
When syncing Auditoria to ERP systems, the progress of the sync is displayed in the Connection card as Sync initiated, Sync in progress, or Sync completed.
Integrations: Oracle NetSuite ERP setup steps added to enable Income Statements. [3702]
When using Auditoria with Oracle NetSuite, you can enable Income Statements by scheduling an Income Statement Report to be sent by email to Auditoria.
2. Fixed Bugs
Resolved: Integrations: Hippo Bill-to email address mistaken for a vendor/sender's email address [4695]
Resolved: SmartFlow Management: Duplicate emails being sent by email scheduler [4750]
Resolved: Invoice Accrual SmartFlow: SmartFlow fails if bot emails exceed limit [4626]
Resolved: Integrations: New Oracle NetSuite instruction for connecting your ERP [4884]
Resolved: Integrations: Vendors not appearing in Oracle NetSuite [4881]
Resolved: Integrations: Oracle NetSuite ERP sync slow to complete [4644]
Resolved: Collections SmartFlow: Account statement missing currency information [4519]
Resolved: Collections SmartFlow: New customer not appearing with Enrolled status [4508]
Resolved: Data Management Email Summary button enabled when it should be inactive [3752]
3. New Known Bugs
Sage Intacct Integration: ERP status displays as In Progress when connection ends [4838]
Symptom: When Sage Intacct is disconnected the ERP status displays as In Progress.
Impact: Connection status displayed is incorrect.
Workaround: None.
Vendor Onboarding SmartFlow: SmartFlow status displays Run after SmartFlow is stopped [4822]
Symptom: During the Vendor Onboarding SmartFlow, after clicking the Stop button, the SmartFlow status displays as Running.
Impact: Incorrect SmartFlow status.
Workaround: None.
bill.com Integration: Organization ID for bill.com not appearing in Connected Systems page [4885]
Symptom: In the Connected Systems page, the bill.com card should display the Organization ID, but it does not appear.
Impact: Customer cannot determine the Organization ID used for bill.com.
Workaround: None.
Vendor Onboarding SmartFlow: Vendor Name in Auditoria differs from the NetSuite ERP vendor name [4882]
Symptom: The Auditoria Vendor Name displayed in vendor onboarding pages differs from the vendor name displayed in the Oracle NetSuite ERP.
Impact: Customer viewing the wrong vendor names.
Workaround: None.
Vendor W-9 Data Refresh SmartFlow: Search bar not conducting vendor search [4880]
Symptom: In the Vendor W-9 Data Refresh page, a search using the Vendor List search bar yields no results.
Impact: Customer cannot search for a vendor.
Workaround: None.
Vendor W-9 Data Refresh SmartFlow: SmartFlow bots not identifying W-9 address field for Hippo [4861]
Symptom: Vendor W-9 Data Refresh SmartFlow bots are not identifying a filled in address field for a Hippo-related W-9 form and instead sending replies for missing content.
Impact: Completed W-9 field not recorded.
Workaround: None.
Vendor Management SmartFlow: Vendor Management page displays Vendor Name rather than Contact Name [4858]
Symptom: In the Vendor Management page, the Vendor Details section displays the Contact Name rather than the Vendor Name.
Impact: Customer views Contact Name rather than Vendor Name.
Workaround: None.
SmartFlow Skills: SmartFlow Skill categories are not listed in the correct order. [4831]
Symptom: In the SmartFlow Skills page, the categories of SmartFlow Skills are not in the correct order.
Impact: Customer views incorrect order for SmartFlow Skill categories.
Workaround: None.
Oracle NetSuite Integration: When syncing Auditoria to the Oracle NetSuite ERP, a vendor who exists in NetSuite is not appearing in Auditoria. [4879]
Symptom: In the Vendor Management page, a vendor listed in NetSuite does not appear after syncing with Auditoria.
Impact: Customer cannot find a NetSuite vendor.
Workaround: None.