1. New and Updated Features
Collections SmartFlow: Customized customer category classifications set are now the default [5595]
In the Collections SmartFlow, when you create customized customer category classifications the new classifications become the default rather than the Regular Account settings. Your new customized classifications appear automatically when viewing new customers. For more information on customizing customer categories, see Customize Categories of Customers for Dunning.
Invoice Accrual SmartFlow: Multiple attachments and multiple pages in vendor attachments supported [3299]
The Invoice Accrual SmartFlow supports multiple attachments and multiple pages in attachments from a vendor email. When a vendor sends multiple attachments in an email, the Journal Entry created by the SmartFlow is based on the first attachment received only. For more information on this process, see Invoice Accrual SmartFlow.
Auditoria Vendor Explorer supports invoice data export [5820]
Auditoria Vendor Explorer supports export functionality which enables users to export the following detailed invoice data to your ERP:
- Vendor,
- Invoice Number
- Invoice Status
- Invoice Date
- Due Date
- Amount
- Amount Due
- Amount Paid,
- Age (Days)
Collections SmartFlow: Updated dunning customization [5129]
In the Collections SmartFlow, the customization of dunning cadence has been updated to increase the options for dunning both before and after the invoice due dates. You can now enter the number of days before/after a due date for dunning notifications. For more information on dunning customization, see Update Customer Email Templates.
2. Fixed Bugs
Resolved: Collections SmartFlow: Dunning templates not displaying correctly when number is over 12. [5603]
Resolved: Vendor Invoice Data Extraction SmartFlow: Otto vendor invoices extracted not appearing in Data Management. [5579]
Resolved: Dismiss button in Autonomous Vendor Management not active. [5575]
Resolved: Vendor Data Extraction SmartFlow: Vendor invoice dates in British format not read accurately. [4908]
3. New Known Bugs
Vendor Invoice Data Extraction SmartFlow: Vendor Invoice data in PDFs and Excel file not extracted. [5889]
Symptom: During Vendor Onboarding, an email with 31 PDF invoices and one Excel invoice were not read by Auditoria SmartBots.
Impact: Customer cannot extract data from vendor invoices.
Workaround: None.
Vendor Invoice Data Extraction SmartFlow: Vendor Invoice data not appearing in Data Management [5845]
Symptom: During the Vendor Invoice Data Extraction SmartFlow, four vendor invoices were created with Priority Worklist cards, but the data does not appear in the Data Management page.
Impact: Customer cannot view vendor invoice data.
Workaround: None.
Vendor Invoice Data Extraction SmartFlow: Prioritized Worklist card Search bar not active. [5810]
Symptom: During the Vendor Invoice Data Extraction SmartFlow, generated Prioritized Worklist cards have inactive search bars.
Impact: Customer cannot search for an invoice in a Prioritized Worklist card.
Workaround: None.
Collections SmartFlow: Saved email address must be re-entered. [5797]
Symptom: During the Collections SmartFlow using Oracle NetSuite, the email address entered and saved for Assign to Internal Contracts is deleted from the email template and must be added again.
Impact: Customer must re-enter email template data.
Workaround: None.
Collections SmartFlow: Undeliverable email labeled as Payment Date Provided. [5795]
Symptom: During the Collections SmartFlow, an undeliverable email was mislabeled as Payment Date Provided.
Impact: An undeliverable email is not marked for attention.
Workaround: None.
Collections SmartFlow: Stopped SmartFlow still showing accumulated data. [5843]
Symptom: During the Collections SmartFlow, a stopped SmartFlow still shows data when all data associated with the SmartFlow should have been deleted.
Impact: Customer views SmartFlow data that should have been deleted.
Workaround: None.
Vendor Invoice Data Extraction SmartFlow: Granular dismissal in Prioritized Worklist card not active. [5829]
Symptom: During the Vendor Invoice Data Extraction SmartFlow, generated Prioritized Worklist cards do not allow granular dismissal when it should be an option.
Impact: Customer cannot perform granular dismissal in Prioritized Worklist cards .
Workaround: None.