1. New and Updated Features
Customer Explorer: Invoice Date column added [7446]
A column for Invoice Date has been added to the Invoices tab of the Customer Details section in Customer Explorer.
Vendor Email Thread: Timestamp added to vendor email history [7315]
A timestamp including month, date, year, and time is added to each vendor email in the Email Thread section.
PO Reports: Columns added to PO Reports [7291+7290]
The PO Report table now includes columns for Matched Amount, Open PO Amount, and Total PO Amount.
SmartCollections: AR aging export added [7211]
In the SmartCollections flow, you can export AR aging data as a .csv file to use in Excel. The exported AR aging data includes the following values:
- Total Balance
- Current Balance
- Less Than 30 Days
- 30-60 Days Old
- 60-90 Days Old
- >90 Days Old
AP Helpdesk: Collaborative inboxes supported by SmartBots [7082]
AP Helpdesk collaborative email inboxes are now supported by Auditoria SmartBots.
ERP Integration: Connected System card has time zone of last sync [6888]
For an ERP Integration, the Connected System card displays the time zone of the last sync.
Data Management: Name of Cost Center added to pulldown menu [7279]
In the Line Items section of the Data Management page, the name for the cost center and account are added to the pulldown menu.
Bank Statement to GL Matching: GL Account Number added [7256]
In Customer Explorer, the GL Account Number has been added beside the GL Account Name for ease of use.
Vendor Invoice Data Extraction: Full vendor invoice now displayed [6970]
When you review an extracted vendor invoice by going to Data Management > Active Data or Data Written to ERP > Expand a Vendor Bill the full invoice is now displayed in the screen for ease of use.
2. Fixed Bugs
Resolved: Add New User action failing in User Management page [5682]
Resolved: SmartCollections: Undeliverable customer email not shown in priority card [4832]
Resolved: SmartCollections: Customer email message extracting incorrect schedule payment date [4832]
Resolved: Sage Intacct: Undeliverable customer email not shown in priority card [7125]
Resolved: Vendor Invoice Data Extraction: Invoice number extraction failed for large PDF [6974]
3. New Known Bugs
SmartCollections: Selected radio button has incorrect customer number. [7353]
Symptom: During the SmartCollections process, in the Customer List section the number of customers selected is not correctly displayed in the Selected radio button.
Impact: Customer views incorrect number in Selected radio button.
Workaround: None.
SmartCollections: Customer edits not displaying in Customer Explorer. [7445]
Symptom: During the SmartCollections flow, edits made to customers in the Customer List do not appear in Customer Explorer.
Impact: Customer cannot edit customer details.
Workaround: None.
Data Mapping: Only first reference number displayed in Statement. [7380]
Symptom: If customer invoice has more than one reference number, only the first reference number is extracted for the Statement of Accounts.
Impact: Customer cannot view additional reference number.
Workaround: None.
Data Management: Large numbers of records process slowly when Data Written to ERP. [7421]
Symptom: The Data Management page loads slowly after Data Written to ERP initiated if there are over 900 records.
Impact: Customer must wait for ERP data to load.
Workaround: None.
Invoice Accrual: Priority card has repetitive vendor entries. [7379]
Symptom: During Invoice Accrual, the Additional Response for Accrual Query Priority Card lists repetitive entries for vendors
Impact: Customer views inaccurate number in Priority Card.
Workaround: None.
New User Emails: New user emails not sending to some Office 365 domains. [7304]
Symptom: Though users are listed on the User Management page, authentication emails to set credentials are not being received for some users with Office 365 domains.
Impact: Some new users not receiving emails.
Workaround: None.