1. New and Updated Features
Collections SmartFlow: Customer Enrollment API optimized [6146]
In the Collections SmartFlow, the Customer Enrollment API has been enhanced to optimize the enrollment process with tenants having over 50,000 customers. Enhancements have improved the speed and efficiency of the customer enrollment process and performance testing with tenants having over 50,000 customers has validated the updates.
Vendor Invoice Data Extraction SmartFlow: Support for Multiple Line Items updated [5348 & 5047]
During the Vendor Invoice Data Extraction SmartFlow, when invoices have multiple line items, each line item must be extracted and coded separately to ensure the success of the data extraction. More data fields have been added to the custom fields in the ERP to ensure they are extracted from the vendor invoices. Identifying vendor invoices that contain multiple line items has been added to the implementation process.
Customer Explorer and AP Helpdesk Enhancements [6206]
The Customer Explorer page, the Autonomous Vendor Management page, and AP Helpdesk have been updated to improve performance. Enhancements include improvements on vendor sorting for customer lists, customer enrollment updates, and AP Helpdesk Wizard updates.
Vendor Invoice Data Extraction SmartFlow: Otto vendor invoice processing enhancements [5822]
Based on the testing of the data extraction process for several Otto vendor invoices, enhancements have been made to improve data extraction performance.
2. Fixed Bugs
Resolved: AP Helpdesk: Vendor bills generated during ERP sync not considered in inquiry response. [6409]
Resolved: Vendor Invoice Data Extraction SmartFlow: Known vendor invoice not recognized during data extraction. [6247]
Resolved: Workday Integration: Sync with Auditoria taking too long to process. [6207]
Resolved: Collections SmartFlow: Maximum of 10,000 customers displaying in Customer Explorer. [6139]
Resolved: Oracle NetSuite Integration: Domo requires specific Office 365 mailbox connection. [5964]
Resolved: Collections SmartFlow: Some customer emails mislabeled as Not Understood. [5908]
Resolved: Invoice Accrual SmartFlow: Ability to edit a running Invoice Accrual SmartFlow added. [5888]
Resolved: Collections SmartFlow: Editing SmartFlow deletes Assign to Internal Contacts email address. [5797]
Resolved: Vendor Invoice Data Extraction SmartFlow: Some Otto vendor invoices not read during extraction. [5578]
3. New Known Bugs
Vendor Invoice Data Extraction SmartFlow: New label for duplicate invoices failing. [6407]
Symptom: During the Vendor Invoice Data Extraction SmartFlow, a new label has been added for duplicate invoices so they are not processed further, but the label is not preventing re-processing.
Impact: Customer invoices processed twice.
Workaround: None.
Sage Intacct Integration: AP aging report does not match ERP records. [6481]
Symptom: Sage Intacct ERP not considering bills with Submitted status for the Aging Report. But when the status changes to Posted, the bills are recorded.
Impact: Customer not viewing updated aging record in ERP.
Workaround: None.
Customer Explorer: Sorting not working on customer names, automated notifications, and classification. [6475]
Symptom: In the Customer Explorer page, sorting not working on customer names, automated notifications, and classification.
Impact: Customer not able to view updated data.
Workaround: None.
Collections SmartFlow: Blank notes can be saved on Customer Explorer. [6434]
Symptom: During the Collections SmartFlow, user is able to save blank Notes on the Customer Explorer page. The Save button should be disabled when there is no text in the Notes field.
Impact: Customer has option to save empty Notes.
Workaround: None.
Customer Explorer: Payment data not displaying in customer explorer export reports. [6395]
Symptom: In the Customer Explorer page, generated payment data is not displaying for customer explorer export.
Impact: Customer not able to view updated data.
Workaround: None.
Sage Intacct Integration: Draft invoices displaying in Customer Explorer. [6394]
Symptom: During integration with the Sage Intacct ERP, draft invoices are displaying in the Customer Explorer page with the status of Other.
Impact: Customer viewing incorrect data.
Workaround: None.