1. New and Updated Features
Workday Integration: Connection settings updated [7191]
The Workday connection process has been updated to include the RaaS username in the settings window. For more information on the connecting Auditoria to Workday, see Workday Connection Settings.
Data Management Page: Vendor Summary update [7199]
The Vendor section of the Data Management has been updated to the Vendor Summary section.
Vendor Invoice Data Extraction SmartFlow: Data Management page updates 6360]
During the Vendor Invoice Data Extraction SmartFlow, data written to an ERP will be resorted so that the most recent records are first in the Vendor Bill section of the Data Management page. The Completed by Bot date will determine the sorting.
Invoice Accrual SmartFlow: Accrue email amount for vendors with one PO or PR [7202]
The Invoice Accrual SmartFlow has been enhanced so that 1) if there is only one PO to a vendor and there is a response to the reach out email with an estimate, then the SmartBot accrues that amount for the vendor, 2) If there is only one PR to a vendor and there is a response to the reach out email with an estimate, then the SmartBot accrues that amount for the vendor, and 3) If there is more than one PO, more than one PR, or a PO and a PR, and there is a response to the email estimate, the SmartBot creates the ine with the 0 and the user can input the amount.
Vendor Invoice Data Extraction SmartFlow: Extraction enhancements for invoices [6796]
The Vendor Invoice Data Extraction SmartFlow has been enhanced so that after an ERP sync the Tax Amount column from a vendor invoice does not appear, the line items are extracted net of the tax, and the coding for tax is applied based on the vendor coding.
SmartCollections: PO information updated in emails [7197]
The text in a SmartBot email to a customer now includes a description of the purchase order, but no longer includes the purchase order amount in the opening paragraph.
System Settings: Error messages from mailers now shown to users [7066]
When propagating errors occur in fetching mail content, the messages are now shown to the user so that it is clear why a mailbox is not being successfully used for SmartFlows.
Customer Explorer enhancement for Customer Names [6742 + 7215]
Customer Explorer has been enhanced to include support for non-unique customer names. Customer names that are non-unique will appear in the Customer Name column of the Customer Explorer section.
Sage Intacct Integration: Permissions settings updated [7125]
In Sage Intacct, the permissions settings have been expanded to improve performance. For a full list of Sage Intacct permissions settings, see Set Up Sage Intacct for Auditoria.
Vendor Onboarding SmartFlow: Data extraction enhancements [5026]
The Vendor Onboarding data extraction process has been enhanced to streamline the process of data extraction and eliminate unnecessary SmartBot email replies to customers.
2. Fixed Bugs
Resolved: Invoice Accrual SmartFlow: Data status of New updated to Record Updated after Write to ERP sync [7209]
Resolved: AP Helpdesk notes generated not showing invoice number [7102]
3. New Known Bugs
SmartCollections: Non-standard email tags appearing. [7126]
Symptom: During the SmartCollections process, two non-standard email tags, EmailNeedsAttention and NotUnderstoodByBot, are appearing and confusing customers.
Impact: Customer cannot understand email tags.
Workaround: None.
GL to Bank Statement SmartFlow: Customer statement not matching. [7104]
Symptom: During the GL to Bank Statement SmartFlow, customer statements are not matching those in Auditoria due to matching logic issues.
Impact: Customer cannot confirm statement transfer.
Workaround: None.
SmartFlow Management Page: Systems displayed as connected not accurate. [7052]
Symptom: In the SmartFlow Management page, an incorrect number of connected systems is displaying which differs from the number of connected systems on the Systems Settings page.
Impact: Customer views incorrect data on connected systems.
Workaround: None.