1. New and Updated Features
Stop a SmartFlow Confirmation message [5126]
A confirmation message has been added to the Stop a SmartFlow process to ensure that users intend to stop a running SmartFlow, and understand what happens in Auditoria when the SmartFlow is stopped. For information on this process, see Stop a SmartFlow.
Updated invoice status mapping to ERPs [5686]
In the Collections SmartFlow, invoice status mapping has been updated for Sage Intacct and Oracle NetSuite ERPs. The updated mapping logic improves the Collections workflow. Further updates to invoice status mapping will be made in future releases.
Collections SmartFlow: Cancelled Invoice Notification Update [5214]
In the Collections SmartFlow, the Notification Automation switch in the Autonomous Collector page has been disabled for invoices that have been cancelled. The Invoice Status of the cancelled invoice is now Cancelled, and there is no notification automation option for a cancelled invoice.
SmartBots will not respond to customers not enrolled in a SmartFlow Skill [5624]
During a SmartFlow process, Auditoria SmartBots respond only to the incoming emails of customers enrolled in that SmartFlow, not to customers who are not enrolled in the SmartFlow skill. Emails from customers not enrolled in a SmartFlow will not be labeled or processed.
Bank Statement to GL Matching SmartFlow Updates [5110]
In the Bank Statement to GL Matching SmartFlow, you can exclude certain rows from the Bank Statement which will not be subject to matching by entering Exclusion Leading Strings which eliminate these rows from the output report. These rows are marked as Excluded instead of Matched or Not Matched.
2. Fixed Bugs
Resolved: New Customer Classification categories can be in either Upper or Lower case. [5647]
Resolved: Vendor Onboarding: During vendor creation, vendor email missing Prioritized Worklist card. [5620]
Resolved: Vendor Management: During W-9 Data Refresh, the metrics count not increasing. [5594]
Resolved: AP Helpdesk: Vendor contact inquiries marked Not Understood. [5587]
Resolved: Sage Intacct Integration: Otto vendor email statement and invoice not extracted. [5581]
Resolved: Sage Intacct Integration: Multiple Otto vendor statements and invoices with extra attachments not extracted. [5579]
Resolved: Sage Intacct Integration: only 39 or 45 Otto vendor invoices extracted. [5578]
Resolved: Sage Intacct Integration: Otto vendor invoice not extracted. [5581]
Resolved: Collections: Folio3 not showing in Collections Workflow edit. [5574]
Resolved: Vendor Management: Write to ERP when upload W-9 option checked.
Resolved: Collections: Dispute email mislabeled as Needs Attention. [5535]
Resolved: Collections: Prioritized Worklist tab displays zero count before expansion. [5530]
Resolved: Vendor Management: Vision HD test emails not recognized by SmartBots. [5361]
Resolved: Vendor Management: Granular dismissal not seen for data extraction Prioritized Worklist cards. [5313]
Resolved: Invoice Accrual: Accrual changes saved in Choose and Edit your Preference not retained. [5282]
Resolved: Vendor Onboarding: SmartFlow system error after sending W-9 requests. [5149]
Resolved: Bank Statement to GL Matching: Redundant .csv file in download. [5011]
Resolved: Vendor Onboarding: Approval email appends incorrect attachment from vendor. [4493]
3. New Known Bugs
Vendor Onboarding: Unknown Vendor Invoice data not extracted. [5768]
Symptom: During Vendor Onboarding, an unknown vendor invoice is not recognized by SmartBots and does not have its data extracted.
Impact: Customer cannot onboard vendor.
Workaround: None.
Vendor Onboarding: Invoice VAT and MOT totals not calculated correctly. [5764]
Symptom: During Vendor Onboarding using Sage Intacct ERP, some invoices do not have the VAT and MOT totals calculated correctly.
Impact: Invoices have incorrect totals.
Workaround: None.
Oracle NetSuite Integration: Credit Memo amount not appearing as Unapplied Payment. [5755]
Symptom: A credit memo amount does not appear in Sage Intacct as an Unapplied Payment.
Impact: Credit Memo data in Sage Intacct not correct.
Workaround: None.
ERP Integrations: Journal Entries cannot be edited when ERP is disconnected. [5745]
Symptom: Journal Entries cannot be edited when the ERP is disconnected from Auditoria, though journal changes should not be dependent on an ERP connection.
Impact: User cannot edit Journal Entries.
Workaround: None.
SmartFlow Skills: Page shows 1 Instance Running when a SmartFlow is stopped. [5716]
Symptom: After stopping a SmartFlow, the page shows "1 Instance Running" even though the SmartFlow is no longer running. The page should refresh automatically.
Impact: Incorrect SmartFlow data.
Workaround: None.
Vendor Onboarding: Otto vendor invoice PDFs not extracted. [5692]
Symptom: During the Vendor Invoice Data Extraction SmartFlow, 14 invoice PDFs were not extracted after being labeled Here is New Vendor Invoice. A Prioritized Worklist card was generated but the invoices do not appear in the Data Management page.
Impact: Vendor invoice data extraction not completed.
Workaround: None.
Collections SmartFlow: Emails from unenrolled customers being processed. [5615]
Symptom: During the Collections SmartFlow, emails from both enrolled and unenrolled customers are being processed by Auditoria.
Impact: Unenrolled customers should not be processed.
Workaround: None.
Oracle NetSuite Integration: Folio3 tenant connection shows Pending status after each log in. [5609]
Symptom: When logging in to the Folio3 tenant the System Settings for Oracle NetSuite is delayed for too long before showing a Connected system.
Impact: Customer waits too long for the connection.
Workaround: None.