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

1. New and Updated Features

AP Invoices: SmartVendor Templates for Field-level Configurations

SmartVendor Templates provide a unified, self-service interface for configuring document field mappings used during vendor bill creation and processing. The template consolidates configuration for standard, extended, and check fields into a single view with real-time preview, reducing the need for back-end configuration and support tickets for standard operations.

What’s new

• Unified template management: Configure all vendor bill field mappings in a single template with real-time preview.
• Complete field visibility: View and configure standard, extended, and check fields in one interface.
• Smart field configuration:
  • Fuzzy matching for supported text and dropdown fields.
  • Decimal precision for numeric fields (default 2; range 0–8 decimal places).
  • PO- or Contract-driven field population and override options.
  • Field translation options (currently English only for the Description field).
• Enhanced transparency:
  • See the exact API destination/field name for each mapped field.
  • Track all configuration changes in detailed audit logs.
• Broad ERP coverage: A common template format adapts to display relevant fields across major ERPs and procurement systems (e.g., Workday, NetSuite, Sage, Coupa).

How it works

Prerequisites

• Ensure that SmartVendor has the AP invoices functionality enabled.
• Verify that you have the appropriate user permissions to configure templates.
• Check that all required fields are correctly mapped to display on the SmartVendor templates for configuration.

Accessing template configuration

• In the left navigation sidebar, go to SmartVendor > Settings.
• Open the SmartVendor Templates tab.
• Click Review and Edit on the default template to view and configure field-level settings.
• The template displays all available fields for your connected ERP or system.

Field Configuration Options

• For each field, you can:
  • View destination: See the API destination/field where data will be written.
  • View population method:
    • Manual entry
    • Custom extraction
    • PO/Contract match
  • Toggle visibility: Show or hide optional fields.

Advanced settings

• Fuzzy matching (where supported): To improve matching, enable or disable fuzzy matching for text and dropdown fields.
• Predictive coding (where supported): This allows you to leverage historical selections and patterns to suggest the correct dropdown values.
• Decimal precision: Set the maximum decimal places for numeric fields such as Amount, Price, and Quantity (default 2; range 0–8).
• PO/Contract override: Specify whether specific values (e.g., Payment Terms, Entity, Description) are overridden when a PO or Contract match is present.
• Translation: Enable translation for supported fields (currently available for the Description field).

Template preview

• Updates in real time as you change settings.
• Shows or hides fields according to your selections.
• Displays both written fields and check fields used during processing.

Check fields

• Check fields are used for validation (for example, Net Amount and Total Amount).
• They are visible in the template for transparency, but are not written back to the ERP.

Saving and audit logs

• Click Save to apply changes; edits take effect immediately after saving.
• All modifications are tracked in the audit log.
• If you save multiple changes at once, each change generates an individual audit record.

Migration notes for existing customers

• Field-level mappings from SmartFlow are migrated automatically to SmartVendor Templates.
• Review your template after migration to confirm behavior and adjust advanced settings (for example, decimal precision or PO/Contract override) as needed.

For more information, contact your Customer Success Manager or reach out to our support team (support@auditoria.ai).

AP/AR Helpdesk: Consistent UI for Extracted Value Set Fields & Direct Editing of Extracted Values

The AP and AR Helpdesk has a new, consistent look for all extracted value fields. You can now edit extracted values directly in the task details, making it easier and faster to manage payments or remittances.

What’s New

• Unified UI for Extracted Value Fields: All extracted value entry forms now present fields with consistent alignment, dimensions, colors, and visual cues—regardless of task type.
• Refined Button Positioning: [Cancel] and [Save] buttons have been repositioned for balanced vertical alignment beneath the last input field, reducing visual clutter and improving accessibility.
• Direct Field Editing: When adjusting task details, extracted fields (such as Invoice ID, Payment Amount, and Payment Date) can be edited directly in place—no more need for extra edit (pencil) clicks or whole-value reprocessing.
• Bulk Editing Support: All relevant extracted values appear as editable text fields automatically when in edit mode, greatly accelerating corrections on complex extractions.
• Consistent Field Heights and Labels: All editable fields now display at a uniform height with proper label alignment, regardless of content or context.
• Indicator for Edited/Added Values: Indicators signal newly edited or added extracted values, increasing confidence in tracked changes prior to saving.
• Intelligent Save Handling: Edits that return a value to its previous/unmodified state are not considered changes, preserving log clarity.

Enhanced Visibility & Control

• Seamless Experience Across AP and AR: Whether working with the AP or AR Helpdesk, the user interface for reviewing and modifying extracted values is now consistently predictable.
• Quick Edit Mode Activation: Entering “Edit to Reprocess” mode opens up all fields for instant editing, reducing unnecessary clicks and boosting efficiency for common correction tasks.
• Removed Redundant Actions: No secondary “edit” button (such as a pencil icon) is required—just click “Edit to Reprocess” once and all relevant fields are immediately available for modification.

How It Works

• Click “Edit to Reprocess” on a task with extracted values.
• All extracted value fields become directly editable (text input containers appear).
• Make necessary changes; newly edited/added values are visually indicated.
• Click [Save] to commit changes and reprocess the extraction, or [Cancel] to discard modifications.
• After saving, visual indicators are removed, and history updates reflect intent-level changes.

Note:

• Field-level change tracking in task history is included in this release.
• All interface improvements apply to both newly added and edited extracted values, with consistent styling standards enforced across all applicable UI screens.
• These enhancements are available by default and require no special enablement.

AP/AR Helpdesk: Mailbox Access Control

The Mailbox Access Control feature lets you control which users or teams can access specific mailboxes in the SmartCustomer and SmartVendor consoles. With role-based permissions, only authorized users can view or interact with each mailbox. This helps protect sensitive information and ensures your organization’s access rules are always followed.

What's New

• Mailbox Access Control Setting: Admins can turn on controlled mailbox access directly from mailbox connector settings (Gmail, O365 supported).
• User & Team Mailbox Assignment: Admins assign mailbox access at both the individual user and the team level via new “Mailbox Access” dropdown menus in User Management and Team Management.
• Composite Permission Model: Access is cumulative—users receive mailboxes assigned to them directly and/or inherited from team memberships.
• Filtered User Experience: Users only see mailboxes, ERP data, and SmartFlow skills for which they have access. Tabs, app features, and task options relating to mailboxes without access are automatically hidden.
• SuperAdmin Consistency: SuperAdmins always retain full mailbox access, regardless of settings.
• Improved UI Messaging: “Mailbox Access” columns display “N/A” when no mailboxes are assigned. Warning dialogs prevent accidental changes to enforcement settings while users or teams still have access.

Enhanced Visibility & Control

• Mailbox Selector Enforcement: Only users and teams explicitly granted access can view or select the associated mailboxes in SmartCustomer/SmartVendor consoles.
• Prevention of Accidental Access Removal: Access control cannot be disabled for a mailbox while access remains assigned; the system guides admins through proper removal steps and provides confirmation messages.
• Automatic Data Hiding: Lose access to a mailbox and all related data, tabs, and workflow actions are instantly hidden for the affected user.

How It Works

• Enable “Mailbox Access Control” from the connector settings for each mailbox.
• Assign access to users and teams using the Administration screens (User Management page and Team Management Page).
• Users only see mailboxes and related data matching their assignments.
• Revoking access or attempting to disable control with active assignments provides a warning.

Note:

• Disabling mailbox access control for a mailbox makes it visible to all users by default.
• SuperAdmin access is never restricted by mailbox access controls.

AP Invoices: Dismissed Documents Tab and Recovery Actions

The new Dismissed Documents tab in the AP Invoices module gives users a dedicated location to manage all dismissed documents. This enhancement improves oversight, enables accident recovery, and supports compliance needs by making dismissal actions transparent and reversible until a document is purged.

What's New

• Dismissed Documents Tab: Access all dismissed documents in a separate, read-only tab on the documents page. This tab lists every document dismissed by users or through future automations.
• Recover Dismissed Documents: Restore accidentally dismissed documents back to active data using the “Move to Active Data” option, available both in bulk or from individual document views.
• Permanent Delete (Purge): Permanently delete (purge) documents from the dismissed list. Once purged, these documents cannot be recovered. Purge actions can be performed in bulk, from the list view, or via individual document details.
• Audit Log Integration: All actions related to moving, restoring, or purging documents are fully tracked in audit logs, offering clear traceability for compliance and operational needs.
• Handling Duplicates: Duplicate documents are correctly flagged and managed, ensuring that data is not recorded in both active and dismissed tabs.
• Completeness & Reporting: The system maintains accurate counts and statuses for documents created, dismissed, written to SoR, or purged, supporting robust reporting and data integrity across all ERPs.
• Read-Only View: Documents in the Dismissed tab cannot be edited or written to SoR. To continue processing, users must first restore them to active data.
• Bulk Actions Supported: Both “Move to Active Data” and “Purge” can be performed on one or multiple documents at once, speeding up regular maintenance.

Enhanced Visibility & Control

• Complete Audit Trail: Every recovery (“Dismissed Document Moved”) and purge (“Dismissed Document Purged”) action is logged, including details such as document ID and action type, whether performed in bulk or individually.
• Status & Activity Reporting: Invoice activity reports and API dashboards reflect actions like “Moved back to document tab” and “Purged”, ensuring all document lifecycle events are visible for review and compliance.

How It Works

• Open the AP Invoices module and navigate to the Dismissed Documents tab.
• View all dismissed documents in a read-only list.
• To recover documents, select them and use “Move to Active Data” (works in bulk or individually).
• To permanently remove documents, select them and choose “Purge” (irreversible, works in bulk or individually).
• All actions are reflected in the audit log, and restored documents reappear in the active data tab.
• Documents purged from this tab are permanently deleted and cannot be recovered.

Note:

• Dismissed Documents tab is available for all AP Invoice users; access and actions are subject to standard permissions.
• Once a document is purged, it cannot be brought back.
• Some features (such as the “Dismissed By” and “Dismissed on Date” columns) may be scheduled for addition in an upcoming release.

2. Fixed Bugs

AR Remittances: Support for Writing Up to 1000 Line Payment Advices

Symptom: Auditoria earlier supported payment files of upto 500 lines with the linked invoice of payment having upto 500 lines. This did not allow users to upload more than 500 lines of payment files.

Impact: Payment advice file creation was blocked for files over 500 lines in total, even when all associated invoices adhered to the 500-line maximum per invoice. This led to rejected valid payment files and disruption of AR remittance operations.

Workaround: No workaround was available prior to this fix. Auditoria now supports writing up to 1,000 lines of payment files, an increase from the previous limit of 500 lines. This enhancement is applicable when associated invoices contain up to 500 lines. The restriction of 500 lines for invoices is due to Workday's functionality, which only allows reading up to 500 lines. For reference, please see the Workday Documentation: https://doc.workday.com/admin-guide/en-us/reporting-and-analytics/custom-reports-and-analytics/workday-query-language-wql-/dsv1647475571660.html.

It is important to note that the 500-line limitation pertains to the invoices, while the payment file limit has been increased to 1,000 lines.

3. New Known Bugs