1. New and Updated Features
Vendor Onboarding SmartFlow: Vendor Onboarding SmartFlow updates to improve workflow [3437]
The Vendor Onboarding process has been upgraded to improve workflow and ease of integration with new ERPs. Updates have been made to Data Management, Prioritized Worklist cards, Vendor Manager, metrics, configuration APIs, and other Vendor Onboarding functions.
Vendor Onboarding SmartFlow: New Prioritized Worklist card when bots cannot extract mandatory fields from an invoice [4968]
When Auditoria Vendor Onboarding bots receive an invoice from a known vendor but cannot extract the required fields, a Needs Human Attention email is generated along with a Prioritized Worklist card showing this status.
Bank Statement to GL Matching SmartFlow: Enhancements made to enable Otto to run the SmartFlow [4845]
Enhancements made to the Bank Statement to GL Matching SmartFlow to enable Otto to run the SmartFlow. Additional columns were added to the Output .csv file as well as some other minor customizations.
2. Fixed Bugs
Resolved: Bank Statements: Statement extraction error when a string has a hyphen and a slash in the description [5014]
Resolved: bill.com Integration: Organization ID for bill.com not appearing in Connected Systems page [4885]
Resolved: Vendor Onboarding SmartFlow: Vendor Name in Auditoria differs from the NetSuite ERP vendor name [4882]
Resolved: Oracle NetSuite Integration: When syncing Auditoria to the Oracle NetSuite ERP, a vendor who exists in NetSuite is not appearing in Auditoria [4879]
Resolved: Sage Intacct Integration: Download of data record .csv file fails [4865]
Resolved: Vendor W-9 Data Refresh SmartFlow: SmartFlow bots not identifying W-9 address field for Hippo [4861]
Resolved: Sage Intacct Integration: ERP status displays as In Progress when connection ends [4838]
Resolved: Vendor Onboarding SmartFlow status displays Run after SmartFlow is stopped [4822]
Resolved: Invoice Accrual Generated Invoices not extracting correct currency and invoice amounts. [4394]
Resolved: Vendor Onboarding SmartFlow: Vendor Record field varies in Data Management page [3676]
3. New Known Bugs
Data Management: Data Record Sort By filter not displaying options [4964]
Symptom: In the Active Data section of the Data Record page, the Sort By filter is not displaying options.
Impact: Customer cannot filter data.
Workaround: None.
Collections SmartFlow: Error Message when attaching invoice PDF from ERP [4959]
Symptom: When attaching an invoice PDF from an ERP, an Internal Server Error message occurs.
Impact: Error message recorded for attached invoice PDF and bots return email requesting Human Attention.
Workaround: None.
Vendor Onboarding: Auditoria Bots not parsing Hippo W-9 form information. [4955]
Symptom: In the Vendor Onboarding process, Auditoria Bots are not parsing the information from a Hippo W-9 form.
Impact: Customer cannot complete Vendor Onboarding.
Workaround: None.
Collections SmartFlow: Data extraction issue for Otto invoices that use a different date format than the standard format [4908]
Symptom: Otto invoice PDFs that use a reversed Date/Month format are extracted with the wrong dates.
Impact: Customer receives incorrect dates in information extracted from the invoice PDF.
Workaround: None.
Collections SmartFlow: First letter of email addresses missing when Internal Contacts are displayed in Auditoria [5010]
Symptom: In the Collections SmartFlow, the first letter of an email address is cut off from the displayed Internal Contacts list.
Impact: Customer receives incorrect email addresses.
Workaround: None.
Vendor Invoice Data Extraction SmartFlow: Prioritized Worklist cards not displayed for Unknown Docs Received [5005]
Symptom: In the Vendor Invoice Data Extraction SmartFlow, when Auditoria Bots label a vendor as Unknown, the Prioritized Worklist card is not displayed.
Impact: Customer does not get Prioritized Worklist card that an Unknown vendor Needs Human Attention.
Workaround: None.
Data Management: Status not updated when user clicks Write to ERP [4962]
Symptom: In the Active Data tab of the Data Management page, when the user clicks Write to ERP the status is not recorded in the Data Written to ERP tab.
Impact: Customer cannot view status of Write to ERP update.
Workaround: None.
Invoice Accrual SmartFlow: Data Management page button Write to ERP is not active unless page reloaded [4960]
Symptom: During the Invoice Accrual SmartFlow, the Data Management page button Write to ERP is inactive unless the page is reloaded.
Impact: Customer cannot Write to ERP unless the Data Management page is refreshed.
Workaround: None.
Oracle NetSuite Integration: Customer invoice Internal ID displaying in Customer Explorer export sheet [4932]
Symptom: The customer's Internal ID from an invoice is displayed in the Customer Explorer export sheet.
Impact: Customer data is included in the export sheet csv file.
Workaround: None.
Bank Statement to GL Matching SmartFlow: Redundant .csv file appended during Bank Statement to GL Matching SmartFlow [5011]
Symptom: In the Bank Statement to GL Matching SmartFlow, a downloaded .csv file appears twice in the output files.
Impact: Customer views a duplicate and redundant file.
Workaround: None.
Vendor Invoice Data Extraction SmartFlow: Currency extraction issues for some Otto invoices [4920]
Symptom: During the Vendor Invoice Data Extraction process, some Otto vendor invoices reflect inaccurate currency data after extraction from the vendor invoice PDFs.
Impact: Data extracted from some vendor invoices is not accurate.
Workaround: None.