1. New and Updated Features
AP Invoices, AP Accruals, AR Remittances: In Console Email view
SmartGL now has In Console Email view (similar to other product areas like SmartVendor and SmartCustomer). Refer to the mailbox icon in the upper right hand of the screen.
There are also changes to the SmartVendor and SmartCustomer consoles. From the documents tab, Users can also link directly to the email from which the incoming file used to create the document was received. Refer to the email thread section and select the “Vendor Inbox” or “Customer Inbox” button to be navigated back to the original email.
AP Helpdesk, AR Helpdesk: Review Task Preemptive Intent Processing
Helpdesk now features faster review task email reprocessing:
- Preemptive processing of all eligible correlated intents
- Near-instant turnaround when adjusting qualifying false negative/positive intents
- Selective querying of only newly added extracted values during reprocessing
This enhancement significantly reduces turnaround time of reprocessing after edits to task details.
AP Helpdesk, AR Helpdesk: Bcc Support for Outbound Emails
SmartVendor and SmartCustomer console email now supports Bcc functionality:
- Add Bcc recipients to new message drafts
- Add Bcc recipients to reply drafts
- Add Bcc recipients to SmartBot reply drafts
- View Bcc recipient emails in sent messages
AP Helpdesk: Remittance Advice Request: Intelligent Extracted Value Weighting for Payment Lookup
SmartVendor AP Helpdesk now features improved payment matching for remittance advice request:
- Payment date lookups extended to 3 days before/after extracted date value
- Transaction reference ID matches provide remittance advice PDF even when other extracted values don't match
- Successful payment matching when date + amount match but transaction reference ID doesn't exist in records
- Smart weighting prioritizes correct data points when others are invalid
This enhancement significantly improves payment matching success rates when extracted data contains partial or imprecise information.
AP Invoices with Workday: Workday Line entity for Purchase Orders and Contracts
For customers using AP Invoices that are running Workday and have opted into including the Line Level Entity in their SmartFlowSkill, the line entity is now shown by default in the Purchase Order and Contract business objects.
2. Fixed Bugs
None.
3. New Known Bugs
None.