1. New and Updated Features
AP Invoices: Updated Dashboard and Metrics
The new AP invoices dashboard is Limited Availability. Please reach out to support@auditoria.ai if you are interested to have access to this feature.
The new AP Invoices Dashboard will consist of 5 cards:
- Documents Written to SoR
- Documents Dismissed
- Top 10 Fields with Most Edits
- Top 10 Vendors by Volume
- Current Active Data
The Date Options for the dashboard charts and tables are Current Month to Date, Last 3 Months and Last 6 Months. The Last 3 Months and Last 6 Months options will include data for the last full months (i.e. if we are currently in February the last three months of data would include the full data from January, December, and November).
Documents Written to SoR
This section shows summary metrics for the documents written from Auditoria to the system of record. Users can view as a bar chart or a table. Users can export the table or chart. Users can also export the data set. The data set for Documents written to SoR will contain one row for each document written during the downloaded time period. There will be detailed information about the documents and detailed metrics for each document processed by Auditoria and written to the system of record.
Documents Dismissed
This section shows summary metrics for the documents dismissed. Users can view as a bar chart or a table. Users can export the table or chart. Users can also export the data set. The data set for Documents written to SoR will contain one row for each document dismissed during the downloaded time period.
Top 10 Fields with Most Edits
This section shows the top 10 Vendor Bill fields that users are manually editing in Auditoria. All fields including header, line, standard, and extended are considered in identifying the top fields with edits. Users can export the full data set and see a list with rows for each of the edits during the selected time period.
Top 10 Vendors by Volume
This section shows the top vendors based on the volume (count) of vendor bills written to the System of Record. Users can view the list of top vendors that they are processing and see the Overall accuracy, Standard Field Accuracy, Header Accuracy, and Line Accuracy. Overall accuracy is the % of fields of all the fields written that did not require an edit by a user. Standard field accuracy is the auditoria standard fields accuracy which is the count of standard fields written without edits divided by the total count of standard fields. Other fields are extended and not supported for extraction by auditoria. There are options available to automatically populate these fields like using predictive coding.
Current Active Data
This card allows users to see a snapshot of vendor bills that are listed in the active data and yet to be written to the system of record. Users can export the full list and see a sum of total amount and net amount for all vendor bills currently in the active data tab.
AP Invoices: Entity Update in Document view
In AP Invoices documents, the selected entity in the Vendor hints pop up will automatically be populated in the respective vendor bill. By automatically selecting the entity in the document, this will be one less click for users. Note, only one hint can be added per document. This is because the hints should be unique and provide context so that the next bill with the same criteria will be automatically assigned to the correct vendor and entity.
AP Invoices and AR Remittances: Document Line Item Sum
For AP Invoices and AR Remittances in the detailed document view line items section, there is a new option to Show Sum or Hide Sum. When Show sum is selected, the system will display a sum line showing the sum of line items for all currency amounts. When Hide Sum is selected, the sum line will not show. This line is to be used to review and compare against the extracted total in the header section. The system will also check that the sum of the lines equals the total automatically. If there is a mismatch, users are notified with a soft warning upon write to SoR.
AP Helpdesk: Support for Internal Sender Invoice Submissions
SmartVendor AP Helpdesk supports processing internal sender invoice submissions, in the same manner invoice submissions are processed from other sender types.
Scope includes intent detection, attachment classification, invoice file duplicate check, invoice file transfer by email forward or API (Workday Only), autonomously via SmartBot Tasks or after review.
AR Helpdesk: Payment Update support for Multiple Sets of Extracted Values
SmartCustomer AR Helpdesk intents for promised/scheduled payment, delayed payment, and confirmed payment emails support extraction and processing of multiple sets of extracted values in the context of two or more invoices or payments.
Combinations of Invoice ID, payment date, and payment amount will display in Task Details as Extracted Value sets. Where supported, extracted values are included in SmartBot notes added to corresponding Customer and Invoice records in Auditoria. Scheduled payment dates and amounts are added to respective Invoice records also.
2. Fixed Bugs
None.
3. New Known Bugs
AP Invoices with Oracle Netsuite as SOR: Documents with large file attachments are written to SOR with status - "Written to SoR with File Upload Error" and getting displayed under written to SOR tab [20137]
Symptom:Documents with large file attachments won't be showing in active data tab for review.
Impact: Documents with large file attachments are written to SOR with status - "Written to SoR with File Upload Error".
Workaround: No workaround. User can manually upload large files to the SOR directly.