1. New and Updated Features
Auditoria Guardian: Support for Client Key managed by Auditoria
Auditoria Guardian now supports individual customer keys managed by Auditoria. If you are interested in enabling this feature, please contact your Customer Success representative or email us at support@auditoria.ai.
AP Invoices: Purchase Order Link Added to Item Receipt Page
Users can now seamlessly navigate between related documents: when viewing an item receipt, a direct link to the associated purchase order is provided; and when viewing a purchase order, users can access direct links to all related item receipts. This enhancement streamlines workflow and improves document accessibility.
AP Invoices: Enhanced Entity Assignment with Smart Document Keywords
We've added a new "Contains" hint option that allows users to set keywords (4-20 characters) to automatically assign entities when specific text appears anywhere in incoming documents. The system performs case-insensitive, punctuation-tolerant matching and supports foreign language characters, making it easier to distinguish between different entities from the same vendor. For example, Google bills containing "Global" can automatically route to the Global entity, while those containing "USA" route to the US entity. This feature significantly reduces manual assignment work and works with various identifiers including account numbers, regional indicators, or subsidiary names.
AP Helpdesk: Enhanced Remittance Advice Request Processing via Invoice ID
The AP Helpdesk now supports processing remittance advice requests from Internal and Internal Cohort senders using only Invoice IDs (including both internal and external Vendor Bill IDs). Previously, these requests required either a transaction reference or at least two details among Invoice ID, Payment Amount, Payment Date, or Vendor ID. This enhancement simplifies the process for internal users and reduces the information required to submit remittance advice requests.
2. Fixed Bugs
None.
3. New Known Bugs
None.