1. New and Updated Features
Vendor W-9 Data Refresh (Web Only) SmartFlow enabled [5192]
The Vendor W-9 Data Refresh (Web Only) SmartFlow enables you perform a vendor W-9 data refresh using a URL where your active vendors can upload their new W-9 forms and Auditoria can extract the relevant data and update the vendor records. Using the Vendor W-9 Data Refresh (Web Only) SmartFlow, you can complete the following tasks in one process:
- Connect to your ERP system containing your Master Vendor List
- Retrieve a list of all your active vendors
- Select which vendors are contacted with a W-9 form request
- Auditoria generates a URL where active vendors can upload new W-9 forms
- Process the new W-9 forms and extract needed data
- Create a new list of updated vendor records for review; and
- Write back the Approved vendor records to your ERP
For more information on this SmartFlow, see Vendor W-9 Data Refresh (Web Only).
Note: This SmartFlow has limited availability for the time being and will be released to all customers later this year.
New Collections Reporting Tab [4720]
The Autonomous Collector page has a new Reporting tab that features Collections metrics and stats on disputes such as the number of open invoices, total number of accounts enrolled, total open disputes, the amount in dispute, and other stats. For more information on Dispute Reporting, see View Dispute Reporting Metrics on the Invoice Disputes page.
SmartFlow Reminder email updates [5204]
The Reminder email process during an Auditoria SmartFlow has been improved to ensure that email reminders are automatically sent to stakeholders who are providing information important to that SmartFlow. Reminder emails are automatically sent for the following tasks:
- Vendor Onboarding - Request for Approval
- Vendor Onboarding - Request for Vendor W-9
- Vendor W-9 Data Extraction - Request for Vendor W-9
- Invoice Accrual - Request for Estimate/Invoice
For more information on reminder emails, see SmartFlow Email Reminders.
Vendor Onboarding Approver emails update [5234]
Vendor Onboarding SmartBots now check the email address of the sender of an unknown vendor invoice to determine if the sender is also the Approver. If the sender is the Approver, they will not be notified again since the Approval is implied by the sending of the vendor invoice.
2. Fixed Bugs
Resolved: Otto test emails appear in Prioritized Worklist cards, but not Data Management page. [5416]
Resolved: Vendor Onboarding SmartFlow: Domain name of email company address is considered company name if missing from invoice. [5412]
Resolved: Customer emails receive unexpected labels. [5407]
Resolved: Collections SmartFlow: Customer email has wrong label. [5404]
Resolved: Selection of SmartBot mailbox not retained when SmartFlow edited. [5397]
Resolved: Remove Disputed Amount button not functioning. [5240]
Resolved: Item Count not displayed in Prioritized Worklist cards and Customer Explorer. [5237]
Resolved: Vendor Invoice Data Extraction SmartFlow not triggered and wrong label generated. [4991]
Resolved: Vendor Invoice Data Extraction SmartFlow: currency value missing from Otto invoices. [4920]
Resolved: Invoice Accrual SmartFlow: currency value missing from invoices. [4394]
Resolved: Vendor Onboarding SmartFlow: Supplier names not extracted from invoices. [4393]
Resolved: Vendor Management: Customer checkboxes not active. [3814]
Resolved: Sage Intacct Integration: Kibana logs records not retrieved. [3767]
3. New Known Bugs
Collections SmartFlow: Incoming In Dispute email labeled as Needs Attention. [5535]
Symptom: During the Collections SmartFlow, an incoming email that should be labeled In Dispute is instead labeled as Needs Attention.
Impact: Customers receives incorrect email label.
Workaround: None.
ERP: Incremental sync for ERP is interrupted and fails. [5501]
Symptom: A connected ERP has its incremental sync interrupted and the sync fails.
Impact: ERP sync is not completed.
Workaround: None.
Vendor Invoice Data Extraction SmartFlow: Otto vendor invoice data not extracted from attached PDF invoices. [5581]
Symptom: During the Vendor Invoice Data Extraction SmartFlow, vendor invoices attached as PDFs fail to have data extracted by Auditoria SmartBots.
Impact: Vendor invoice data is not extracted from invoices.
Workaround: None.
Vendor Invoice Data Extraction SmartFlow: Otto known vendor invoice data in Sage Intacct is labeled Needs Attention due to differing Company Names in the ERP and the invoice. [5580]
Symptom: During the Vendor Invoice Data Extraction SmartFlow, an Otto invoice with a similar name to a known vendor in the ERP is not allowed and labeled Needs Attention instead.
Impact: Vendor invoice data extraction not completed.
Workaround: None.
Vendor Invoice Data Extraction SmartFlow: Otto email with multiple attachments including invoices and statements and multiple pages does not have all invoices extracted. [5579]
Symptom: During the Vendor Invoice Data Extraction SmartFlow, an Otto invoice with multiple pages of invoices and statements has some but not all invoices extracted.
Impact: Vendor invoice data extraction not completed.
Workaround: None.
Vendor Invoice Data Extraction SmartFlow: Otto vendor invoice email has 45 invoice attachments but data is extracted from only 39 invoices. [5578]
Symptom: During the Vendor Invoice Data Extraction SmartFlow, an Otto invoice email with 45 attached invoices has data extracted from only 39 invoices.
Impact: Vendor invoice data extraction not completed.
Workaround: None.
Vendor Invoice Data Extraction SmartFlow: Otto invoice vendor name not recognized as known vendor and email is labeled Needs Attention. [5577]
Symptom: During the Vendor Invoice Data Extraction SmartFlow, an Otto invoice with a similar name to a known vendor in the ERP is not allowed and labeled Needs Attention instead.
Impact: Vendor invoice data extraction not completed.
Workaround: None.
Vendor Invoice Data Extraction SmartFlow: Otto known vendor invoice not recognized and email is labeled Needs Attention. [5576]
Symptom: During the Vendor Invoice Data Extraction SmartFlow, an Otto known vendor invoice is not recognized and labeled Needs Attention instead.
Impact: Vendor invoice data extraction not completed.
Workaround: None.
Vendor Management: In the Prioritized Worklist card of the Vendor Management page, the Dismiss button is not active. [5575]
Symptom: In the Vendor Management page, clicking the Dismiss button in a Prioritized Worklist card opens the Review window, but after selecting items to be dismissed the Review window Dismiss button does not activate.
Impact: Selected Items cannot be dismissed.
Workaround: None.
Collections SmartFlow: Company name not displayed in Collections page during SmartFlow edit. [5574]
Symptom: During the Collections SmartFlow, the company name is not displayed in the Collections page when editing the SmartFlow
Impact: SmartFlow edit cannot be completed.
Workaround: None.
Vendor W-9 Data Refresh: Write to ERP fails during SmartFlow. [5536]
Symptom: During the Vendor W-9 Data Refresh SmartFlow, the Write to ERP checkbox is selected but fails to transfer data to the ERP.
Impact: Data refresh is not completed.
Workaround: None.
Collections SmartFlow: Cannot select an ERP source when connecting to run the Collections SmartFlow. [5502]
Symptom: During the Collections SmartFlow, the selected ERP source for the connection cannot be selected.
Impact: Collections SmartFlow cannot be completed.
Workaround: None.
Collections SmartFlow: The Prioritized Worklist count displays zero even though there are Prioritized Worklist cards to view. [5530]
Symptom: During the Collections SmartFlow, the Prioritized Worklist count displays zero even though there are Prioritized Worklist cards to view after expanding.
Impact: Prioritized Worklist count is incorrect.
Workaround: None.