1. New and Updated Features
2. Fixed Bugs
3. New Known Bugs

1. New and Updated Features

AR Helpdesk: Scheduled Payment Date/Amount Write to Workday Financials

You can now automatically update and synchronize Scheduled Payment Dates and Scheduled Payment Amounts from AR Helpdesk to your Workday Financials Customer Invoice Collections. This helps you streamline collections workflows and ensure that invoice payment commitments are accurately tracked in your system of record.

Note: This feature is NOT supported with self-service. To enable or use “Scheduled Payment Date/Amount Write to Workday Financials,” customers must contact support@auditoria.ai for assistance.

What’s New

• Automatic Field Updates:
  • When a Scheduled Payment Date or Amount is captured in AR Helpdesk, these are now written directly to the corresponding Collection Date and Payment Amount Promised fields in Workday.
  • When a Promise to Pay is recorded, the appropriate Collection Code is set in Workday.
  • When a follow-up task is scheduled and enabled, its date is reflected in Workday’s Followup Date field.
  • The In Collection checkbox is checked automatically to ensure fields can be updated.
• SmartBot Automation:
  • The “Update System of Records” action in AR Helpdesk can now update these fields automatically when enabled.
  • AR Helpdesk supports granular configuration of which fields are updated.
• Full Audit Trail:
  • Every update creates a note on the invoice, including who made the change, which invoice, the new value, and when the change was made.
• Error Handling:
  • If an invoice ID cannot be found in Workday, you’ll see a clear message so you can quickly resolve it.
• Clear Status Feedback:
  • You’ll see instant feedback in task details whenever payment date or amount information is updated, whether manually or through automation.

AP Invoices: Bulk Enable/Disable Summary Line for Multiple Vendors

Auditoria now makes it faster and easier to manage the Summary Line feature for your vendors.

What’s New

You can now enable or disable the Summary Line setting for multiple vendors at once, saving time and effort compared to configuring each vendor individually.

How it Works

• Select one or more vendors using the checkboxes in the Vendors list view.
• Click the new "Summary Line" (∑) button at the top-right corner of the list.
• In the panel that opens, view how many vendors are selected and how many already have Summary Line turned on.
• Choose to turn the Summary Line On or Off for all selected vendors.
• Click Apply to save your changes. The panel will close automatically, and the vendor list will update instantly—no page refresh required.

Note: You can still enable or disable Summary Line for individual vendors as before. The new bulk edit option is an added convenience.

AP Invoices: Dashboard with Enhanced Data Tracking in AP Invoices

We’re pleased to announce the AP Invoices Dashboard is now generally available! This powerful analytics tool helps you track and review your AP invoice process starting from July 1st, 2025.

Key dates:

• Tracking starts: July 1st, 2025 (no historical data is included).
• The dashboard initially shows the “Current Month to Date” filter.
• The 3-month view becomes available 4 months after launch, and the 6-month view after 7 months.

What’s Included

The dashboard consists of 5 main cards:

1. Documents Written to SoR

This card displays detailed metrics for all invoices written from Auditoria to your System of Record (SoR).

• What you get: View as a bar chart or table, export data for each invoice written during a selected date range.
• Details: Includes document-specific information and performance metrics for AP documents processed and recorded in your system.

2. Documents Dismissed

This card summarizes invoices that were dismissed (not written to your system).

• What you get: View as a bar chart or table, with the ability to export all dismissed invoices during any time period in the selected range.

3. Top 10 Fields with Most Edits

This section ranks the top 10 Vendor Bill fields that users updated manually in Auditoria.

• What you get: Examine which fields (header, line, standard, and extended) are most often edited by your team.
• Export: Download a list of all field edits for any selected time period.

4. Top 10 Vendors by Volume

This card identifies your top 10 vendors based on the number of vendor bills processed (written to the System of Record).

• What you get: For each top vendor, see the total count and accuracy metrics:
  • Overall Accuracy: Percentage of fields that required no edits.
  • Standard Field Accuracy: Accuracy for standard fields only.
  • Header Accuracy/Line Accuracy: Field-specific performance.
• Note: Extended fields are not supported for extraction, but predictive coding and mapping options are available.

5. Current Active Data

Provides a real-time snapshot of vendor bills that are in “active data” (awaiting entry into the System of Record).

• What you get: Export the current list, view total and net amounts for all active vendor bills not yet written to your system.

Date Filter Options:

• “Current Month to Date” is available at launch.
• “Last 3 Months” and “Last 6 Months” filters include only fully completed previous months and will be enabled after 4 and 7 months, respectively.

Get started: Navigate to the AP Invoices Dashboard to begin using these tools starting July 1st, 2025. For guidance, support, or feedback, please reach out to your Customer Success contact!

2. Fixed Bugs

None.

3. New Known Bugs