1. New and Updated Features
AP Invoices: Entity Assignment
A new Limited Availability option for entity (company) population is now available. The option is to populate the entity based on an AI populated prediction. The prediction would consider the list of entities from the SoR and try and match the best selection against the vendor bill pdf (or other file type).
There are different ways that an entity can be populated and certain fall back options.
To change the settings in your customer tenant, please reach out to support@auditoria.ai.
Order of priority if the Predicted Entity is set as the fall back option:
- Purchase Order Entity
- Hints Entity
- Predicted Entity (This new feature)
If there is a vendor with a hint for some entity and the vendor bill also has a PO. The PO entity would take priority. If the user subsequently removes the PO matches, the entity would stay the same and not retroactively update to the hint entity.
Order of priority if the Default of the last bill is set as the fall back option:
- Purchase Order Entity
- Hints Entity
- Default to the entity from the last bill for the current vendor
Order of priority if Predictive Coding is turned on for Header Entity is set as the fall back option:
- Purchase Order Entity
- Hints Entity
- Entity as populated by the Predictive coding feature
2. Fixed Bugs
None.
3. New Known Bugs
Workday Connector: The "Entities to sync" field also shows inactive companies [20604]
Symptom: Inactive entities are appearing in the entity dropdown for the Workday connection.
Impact: If selected, data may sync from inactive entities, and same will show up in Auditoria Pages.
Workaround: Avoid selecting inactive entities from the dropdown when creating a Workday connection.