1. New and Updated Features
AP Invoices: Approver in Bill Classification Defaults
For customers running Workday Financial Management that populate their approver in the Auditoria Documents, a new option is added to the Bill Classification Defaults. With this options, customers can set a default approver to populate based on the vendor assigned to a vendor bill. To use this setting, navigate to the Vendor tab, select a vendor, and see the “Bill Classification Defaults” section. If you want to turn on the approver field in Auditoria, please submit a request at support@auditoria.ai.
AP Invoices: Summary Line Option at the Vendor Level
The new Summary Line Option at the vendor level allows AP invoices to be created with a single line item instead of multiple lines. When enabled for a vendor, all incoming bills will automatically generate with one summary line populated with the extracted total amount and description set to 'Summary Line'. This setting can be toggled on/off at the vendor level with all changes tracked in the audit log. All documents would take the setting that is currently set upon the document being received and would not retroactively update if there is some change to the setting.
AP Invoices: Write invoices to Coupa in Approved status
Users can now control the status of invoices written to Coupa directly from SmartFlow wizard. When Coupa is selected as the source, a new "Write Bill As" option will show in the SmartFlow set up to write bills in either "Draft Status" or "Submitted for Approval Status." The default selection is "Draft Status."
Customers will need to ensure their Coupa is set up to route invoices for approval. See the steps below:
- Go to Setup
- Go to "Approvals" under "Company Setup" section
- Go to "Approval Preferences" section
- In the Invoices sub section you can find "Route to approval without showing Invoice Requires Approval"
- Please turn this on
AP Invoices: Auto Calculation Options in Line Items
Users can configure if they would like Auditoria to automatically calculate a price value upon edits to amount. To turn this on, see the configuration in the SmartFlow set up.
AP Invoices: Checklists visibility
Users can view the logic checks that must be passed in order for vendor bills to be written autonomously to the System of Record. To see these checks, click on the SmartVendor Icon and select the settings option. There is a tab called AP Invoices checklists where users can view all of the checks that would run in their AP Invoices SmartFlow.
AP Invoices with Oracle NetSuite:
Customers running AP Invoices with a NetSuite Connector will now see a new business object called Item Receipt. This object is read only and is used to display a comprehensive list of item receipts, allowing users to track received inventory items against purchase orders more efficiently.
AP Helpdesk: Invoice Submission Metrics and Labels when enabled with AP Invoices
When AP Helpdesk and AP Invoices are running concurrently in SmartVendor, AP Helpdesk will represent ongoing invoice submission intent detection (reflected via labels and dashboard metrics). There are no changes to downstream processing (minimal) for invoice submissions by AP Helpdesk for this configuration, instead deferring to AP Invoices for duplicate detection, document classification, and more.
Dashboard metrics for detected intents and tasks by detected intent will more accurately represent mailbox coverage of AP Helpdesk email intent detection when AP Helpdesk and AP Invoices are running concurrently in SmartVendor for the same mailbox.
AP Helpdesk, AR Helpdesk: Hashed Intent Labels for Emails with Unreviewed Tasks
AP Helpdesk and AR Helpdesk add hashed labels for initial intent detection outcomes to emails with NEW and OPEN tasks.
These labels allow users to easily identify intents for emails with unresolved tasks when navigating Helpdesk Mailbox.
Labels with hashed outlines are labels not added in connected mailboxes and only visible from the Helpdesk Console.
Hashed labels on enrolled, external cohort, internal, and internal cohort sender emails are converted to “hard” or permanent labels, which are added in connected mailboxes, when corresponding tasks have been resolved.
2. Fixed 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.
3. New Known Bugs
None.