1. New and Updated Features
Vendor Invoice Data Extraction SmartFlow [4320]
The new Vendor Invoice Data Extraction SmartFlow enables you to use Auditoria's Vendor Management Bots to retrieve vendor invoices from a mailbox, extract data from the invoices of unknown vendors, and create a Vendor Bill in your ERP. For more information on this SmartFlow, see Vendor Invoice Data Extraction Process.
Customize Categories of Customers [3850]
You can customize the Auditoria categories of customers used for dunning. You can also change the main categories of Regular Account and Key Account. For more information on customizing categories, see Customize Categories of Customers.
Prioritized Worklist Cards updated with new titles and messages [5156]
Priortized Worklist Cards used in the Collections SmartFlow have been updated with new titles and messages describing the actions required.
Auditoria Audit Log [4159]
The Auditoria Audit Log displays a record of every action taken by a user in the Auditoria console. For more information on the Audit Log, see Auditoria Audit Log.
2. Fixed Bugs
Resolved: Customer categories added are displayed in the Autonomous Collector page. [5292]
Resolved: Sage Integration: Vendor Bill deleted from Sage Intacct ERP still displayed [5134]
Resolved: Collections SmartFlow: Deleted template in email templates reappears after switching from Key Account to Regular Account [5131]
Resolved: Otto Integration: Collection Bots not processing two emails with invoice attachments [5106]
Resolved: Collections SmartFlow: Collector page Customer Explorer filters not applying [5101]
Resolved: AP Helpdesk: ERP and email address missing in the AP Helpdesk window when editing a SmartFlow [5093]
Resolved: Otto Integration: Page navigation arrow for invoice PDF not active [5089]
Resolved: Collections SmartFlow: ERP connection cannot be deleted if used to run the Bank Statement to GL Matching SmartFlow [5084]
Resolved: Vendor Invoice Data Extraction SmartFlow: Prioritized Worklist cards not displayed for Unknown Docs Received [5005]
Resolved: Collections SmartFlow: Data extraction issue for Otto invoices that use a different date format than standard [4908]
Resolved: System Settings page refreshes after its initial display [3914]
Resolved: Vendor W9 Data Refresh SmartFlow: Button disabled even if W-9 form not selected. [4289]
Resolved: Customized categories not replacing Regular Account category. [5291]
Resolved: Collections SmartFlow email and Priority Card mislabeled [5290]
3. New Known Bugs
Vendor Onboarding: Prioritized Worklist generated when unknown invoice received [5294]
Symptom: When an invoice is received from an unknown company, an Invoices From Unknown Emails Prioritized Worklist card is incorrectly generated.
Impact: Customer views a Prioritized Worklist card for an event that should not generate one.
Workaround: None.
Vendor Invoice Data Extraction SmartFlow: Granular Dismissal not appearing in Prioritized Worklists [5313]
Symptom: Prioritized Worklists appear in the Vendor Invoice Data Extraction SmartFlow, but the option of Granular Dismissal is missing from the Prioritized Worklist card.
Impact: Customer cannot use Granular Dismissal in some Prioritized Worklist cards.
Workaround: None.
Invoice Accrual SmartFlow: New dates saved for Invoice Accrual not appearing. [5282]
Symptom: During the Invoice Accrual SmartFlow, Hippo chose different numbers of days rather than the defaults and saved the changes, but the new dates did not appear.
Impact: Customer cannot edit Invoice Accrual dates.
Workaround: None.
Hippo Integration: During Vendor Onboarding, Hippo receiving incorrect email responses from bots. [5281]
Symptom: When running the Vendor Onboarding SmartFlow, Hippo user responded to separate email chain and the responses were applied to the Approval process resulting in a rejection.
Impact: Customer cannot complete Approval process for two vendors.
Workaround: None.
Collections SmartFlow: Page text grayed out after deletion of email templates. [5258]
Symptom: When customizing an email template, a new template is created and two prior templates deleted, but the result is that the text of the new template is grayed out.
Impact: Customer cannot customize email template.
Workaround: None.
Collections SmartFlow: Running Collections SmartFlow appears with entity in use available. [5257]
Symptom: When connecting to an ERP with multiple entities and running a Collections SmartFlow with one entity, that entity appears as available if a new SmartFlow is attempted.
Impact: Customer receives incorrect entity information on a Collections SmartFlow.
Workaround: None.
Collections SmartFlow: Remove disputed invoice amount button not functioning. [5240]
Symptom: In the Invoices tab of the Customer Explorer section, the Remove button for a disputed amount not functioning.
Impact: Customer cannot remove disputed amount from the Invoices tab.
Workaround: None.
Item count on Prioritized Worklist card and Customer Explorer section not displaying. [5237]
Symptom: When viewing the Customer Explorer section and Prioritized Worklists, the item counts should be displayed.
Impact: Customer cannot view item counts.
Workaround: None.
Collections SmartFlow: Clicking tabs in the Collector page causes screen to move downwards [5152]
Symptom: In the Collector page, clicking on either the Key or Regular Account tabs causes the screen to move downwards.
Impact: Customer has Collector screen pull downwards.
Workaround: None.
Vendor Onboarding SmartFlow: System error due to send mail timeout [5149]
Symptom: In the Vendor Onboarding SmartFlow, a system error occurred when waiting for a sent email to time out.
Impact: Customer experiences system error when waiting for a sent email to time out.
Workaround: None.