1. New and Updated Features
Workday Integration: Unpaid invoice PDFs retrieved by Auditoria when starting a SmartFlow [5628]
Auditoria automatically retrieves unpaid invoice PDFs from Workday when a SmartFlow is started. For more information on the Workday invoice retrieval process, see Send Initial Open Invoices to Workday.
AP Helpdesk: invoice identifier extracted from email [6976]
For AP Helpdesk, an invoice identifier is now extracted from the subject line of an email.
Invoice Accrual SmartFlow: Follow up cadence update [7017]
In the Invoice Accrual SmartFlow, during the reach out period Auditoria SmartBots follow up by re-forwarding the original email every 24 hours until the reach out period ends or a response is received. The process is the same for internal or vendor reach out periods.
Invoice Accrual SmartFlow: purchase orders now supported [6411]
In the Invoice Accrual SmartFlow, the process has been updated to include cases where purchase orders are used.
Invoice Accrual SmartFlow: journal entry draft accrual [6131]
In the Invoice Accrual SmartFlow, reach out emails are sent to any vendor on the open PO report. Based on the responses to these emails (or lack of a response), Auditoria SmartBots draft journal entries that are sent for review.
Invoice Accrual SmartFlow: Edit a running SmartFlow [6747]
In the Invoice Accrual SmartFlow, you can now edit a running SmartFlow to make any needed changes.
Invoice Accrual SmartFlow: Email summary feature deprecated [7049]
In the Invoice Accrual SmartFlow, the invoice accrual process has been updated and no longer includes the Email Summary feature.
SmartCollections: new metric for AR [6747]
In the SmartCollections process, a new metric has been added for Total AR, which represents the sum of all open invoices.
2. Fixed Bugs
Resolved: Invoice number extraction failure for one invoice in large PDF [6974]
Resolved: Invoice dispute response not understood by SmartBots [6987]
Resolved: Category in SmartCollections flow cannot be updated [6759]
Resolved: SmartFlow skills order updated. [4831]
Resolved: Vendor invoice line item descriptions too small. [6331]
3. New Known Bugs
Vendor Invoice Data Extraction SmartFlow: Invoice number extraction failed for one invoice. [6974]
Symptom: During the Vendor Invoice Data Extraction SmartFlow, the invoice number from a large PDF customer invoice is not being extracted.
Impact: Customer cannot extract data from an invoice PDF.
Workaround: None.