1. New and Updated Features
Workday ERP Integration Phase Two [3746]
Auditoria's integration with Workday ERP Phase Two enables full functionality for the Collections SmartFlow. For instructions on how to connect your Workday ERP, see Connect your ERP. For information on how to set up your Workday integration, see Workday ERP Settings.
Vendor Invoice Data Extraction and Vendor W-9 Data Refresh SmartFlows enhanced [5026]
The Vendor Invoice Data Extraction and Vendor W-9 Data Refresh SmartFlows are enhanced to improve W-9 form processing. For more information on these SmartFlows, see Vendor Invoice Data Extraction Process and Vendor W-9 Data Refresh Process.
Sage Intacct Integration: Multiple email addresses in customer record supported [4984]
Auditoria Collections allows multiple email addresses in the Customer Record email fields to match the functionality of Sage Intacct. These addresses are used for sending dunning notices and receiving responses. For more information on Auditoria's integration with Sage Intacct, see Set Up Sage Intacct for Auditoria.
AAI Records deleted in ERP also deleted in Auditoria during sync [4718]
Records for an AAI tenant that are deleted during a sync with Auditoria are also deleted from Auditoria.
2. Fixed Bugs
Resolved: Vendor Invoice Data Extraction SmartFlow: Granular dismissal in Prioritized Worklist card not active. [5829]
Resolved: Vendor Onboarding SmartFlow: Test vendor invoice not extracted. [5768]
Resolved: Oracle NetSuite Integration: Credit Memo not appearing as Unapplied Payment. [5755]
Resolved: Vendor Onboarding SmartFlow: Otto vendor invoice not extracted. [5581]
Resolved: bill.com Integration: Armanino user password reset not allowing log in. [6059]
Resolved: Bank Statement to GL Matching SmartFlow: Entered leading strings not automatically saved. [6057]
Resolved: Oracle NetSuite Integration: Folio3 connection shown as pending for too long. [5755]
Resolved: Workday Integration: Open Invoices not syncing as expected to Workday. [6004]
Resolved: Workday Integration: Workday ERP not syncing with Auditoria as expected. [6055]
Resolved: Workday Integration: Customer Explorer Amount Due shown as zero in base currency. [6015]
3. New Known Bugs
Vendor Invoice Data Extraction SmartFlow: Prioritized Worklist card not allowing granular dismissal of multiple entries of the same vendor name. [6054]
Symptom: During the Vendor Invoice Data Extraction SmartFlow, multiple entries for the same vendor name are created but cannot be delete from the Prioritized Worklist card.
Impact: Customer cannot delete additional vendor names.
Workaround: None.
Collections SmartFlow: During set up, the order for creating categories and email templates for the categories must be the same. [6049]
Symptom: During Collections set up, the order for creating categories and email templates for the categories is different which causes confusion.
Impact: Customer is confused by the order of set up instructions..
Workaround: None.
Collections SmartFlow: New mailbox not displayed when the Collections SmartFlow edited. [5992]
Symptom: When editing the Collections SmartFlow, the changed mailbox should be reflected in the Autonomous Collector page but the new mailbox does not display.
Impact: Customer cannot view new mailbox while editing a SmartFlow.
Workaround: None.
Sage Intacct Integration: Manual refresh of Sage Intacct data to Auditoria getting errors. [5965]
Symptom: During a manual refresh of Sage Intacct data to Auditoria, errors are created in the sync.
Impact: Customer cannot refresh Sage Intacct data.
Workaround: None.
Oracle NetSuite Integration: Domo experiencing mailbox connection issue. [5964]
Symptom: Domo needs to create an Office 365 email account that is not for a specific employee to use as an alias account, but Domo IT security does not permit this.
Impact: Domo cannot create an alias email account.
Workaround: None.