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

1. New and Updated Features

AP Invoices: Automated Bank Details Verification

Auditoria now extracts bank details from invoices and validates them against supplier bank accounts synchronized from Workday. This reduces manual verification and blocks autonomous processing when mismatches are detected, while keeping manual Write to SoR available.

What's New

• Automatic Extraction: Bank Name, Account Number, and Routing Number are parsed from invoices during processing.
• Real-Time Validation: Account Number and Routing Number are matched against all active supplier bank accounts synced from Workday.
• Configurable Control: New SmartFlow Configuration Wizard option “Bank Details Validation” with two settings:
  • Required: Enables validation and shows extracted bank fields on the Document Information page.
  • Not Required: Hides bank fields on the Document Information page; fields remain visible on the Vendor profile.
• Alerting and Warnings: Clear flags for mismatches, missing vendor bank data, or incomplete extraction.
• Autonomous Processing Guardrails: Autonomous processing is terminated on bank detail mismatches; the document is not automatically written to SoR.
• Auditability: Failures are logged due to bank detail mismatches (e.g., “Failed Writing to SoR - Bank Details Mismatch”).

Enhanced Visibility & Control

• Vendor Profile Display: Under Vendors > SmartVendor, a Bank Accounts section lists all active Workday bank accounts with Bank Name, Account Number, and Routing Number (read-only).
• Document Information Page:
  • Shows extracted invoice bank fields when validation is required.
  • Fields remain blank if the invoice contains no bank details (no validation runs).

Note

• Matching uses Account Number and Routing Number; Bank Name is not used for validation.
• Vendor bank fields are read-only.
• Only active bank accounts from Workday are considered.
• Documents initially classified as “Others” and later reclassified as invoices do not run automatic bank detail extraction/matching.
• A future phase will move the Bank Details Validation control to Templates as an optional standard field with the same Required/Not Required behavior.

This feature is available for all Workday customers as Limited Availability. For more information, contact your Customer Success Manager or reach out to our support team (support@auditoria.ai).

AP Invoices: Automated Freight and Shipping Handling

Auditoria now extracts and processes freight/shipping charges from invoices with configurable placement at the header or line level, aligned with your ERP configuration. Freight values are included in invoice totals and can be written to the system of record (SoR) based on SmartFlow settings.

What's New

• Smart Extraction: Identifies freight/shipping and related charges using multiple keyword variations during invoice processing.
• Configurable Write to SoR: Choose header-level or line-level freight processing in SmartFlow. By default, freight is not written to SoR until explicitly enabled to avoid conflicts with existing configurations.
• Accurate Totaling: Invoice Total Amount automatically includes freight and any taxes.

Enhanced Visibility & Control

• Standard Field: Freight is displayed by default on the Document Information page (Bills tab).
• Configuration Options (SmartFlow Wizard):
  • Write Freight on the header level
  • Write Freight on the invoice line level
  • Freight does not need to be written from Auditoria to SoR (default)
• ERP-Agnostic Display: Freight is shown as a standard field regardless of ERP.

Note

• Known Issue: If tax and freight appear as line items on the invoice and the configuration is set to write at the line level to the ERP, a new line is added for line-level configuration, and the original extracted line remains, causing a duplicate line. A fix will be released soon.
• Feature Flag: Requires aai-enable-invoices-freight-options.
• Release Default: By default, “Freight does not need to be written from Auditoria to SoR” is selected. When you are ready, enable the write behavior in SmartFlow.

This feature is available for all Workday customers as Limited Availability. For more information, contact your Customer Success Manager or reach out to our support team (support@auditoria.ai).

AP Helpdesk: AP Composite Source of Record (SOR) Connector & Multi-System Data Consolidation

This release introduces the AP Composite SOR (System of Record) Connector, enabling the consolidation of accounts payable (AP) data from multiple SORs (such as Workday and Coupa) into a single, unified source of truth for Auditoria SmartFlow Skills and related AP processes. The enhancement provides comprehensive mapping logic, dynamic field rendering conditional on the originating SOR, and seamless user workflows, supporting improved control and accuracy for organizations using multiple back-end financial systems.

What’s New

• Multi-System Record Consolidation:
  • Combines complete AP business records (Vendors, Bills, Purchase Orders, Payments) by record type from at least two connected SORs.
  • Robust mapping set per record type determines authoritative SOR sources.
• Connector-Specific Capabilities:
  • Field-level sync and available data vary per SOR connector (e.g., Workday, Coupa, NetSuite).
  • Not all data fields are available across all connectors.
• Conditional Field Surfacing:
  • Record details dynamically display relevant fields sourced from the originating SOR.
  • For example, Coupa-originated bills may display “Chart of Accounts”; Workday-originated bills may exclude such fields.
• Single Source-of-Truth Designation:
  • Each record in SmartFlow Skills displays a source indicator: System of Record: <Connector Type> | <Instance Name>
  • Example: “System of Record: Workday | Enterprise AP"
• Unified Experience in SmartFlow Skills:
  • All SmartFlow Skills configured with Composite SOR operate identically to non-composite skills regarding task processing and console workflows.
• Comprehensive Dropdown Selections:
  • Composite SOR is selectable in SOR dropdowns for SmartVendor configuration for AP (Autonomous Procure to Pay) processes.
  • Autonomous Order to Cash (AR) is currently not supported.
• Mapping Flexibility:
  • Administrators can map AP record types to specific SORs via UI controls and determine preferred data sources for records.
• Scalable, Multi-SOR Support:
  • It supports the presentation of duplicate record types (e.g., Vendor Bills) from multiple SORs in a unified composite view.
  • Application logic prevents duplicate display and designates which system’s data prevails if records overlap.

Example

• Scenario: Organization “ABC Corp” uses Coupa and Workday.
  • A draft invoice appears in SmartFlow as: System of Record: Coupa | Coupa AP1 (including Coupa-specific fields like “Chart of Accounts”).
  • Once the invoice is approved and synced to Workday, the display updates to System of Record: Workday | Workday AP1 (with fields specific to Workday, such as payment status).
  • If both systems contain the same invoice (same Vendor Invoice ID), Workday’s record supersedes for updates and visibility, ensuring no duplication.

Note:

• AR (Order to Cash) use cases are not currently supported in Composite SOR.
• Please contact your system administrator or support team if you need advanced or custom record reconciliation logic (beyond default precedence).
• The available fields and record sync capabilities vary by connector and, depending on the integration, may limit data visibility for some record types.

AP/AR Helpdesk: Metrics Drill Down Data CSV Export

Drill Down views in the Helpdesk Dashboard now support CSV export of the underlying records. This removes the limitation of exporting only chart totals by enabling download of the full dataset behind each drill down, with standardized file naming and clear limits.

What's New

• CSV Export for Drill Downs: Export records from drill-down tables across supported metrics.
• Complete Message Body: The message/email body is exported without the previous 100-character limit; commas inside text are preserved.
• Standardized File Naming: <mailboxEmail><drilldownTitle><date>_<time><timezone>.csv (drilldownTitle uses camelCase).
• Record Limits & Messaging: Up to 10,000 rows per CSV. If the limit is exceeded, the file includes: “Partial dataset exported (10,000-row limit reached). To export all data, reduce the date range, and export multiple batches.”
• Tooltip Guidance: Hover text: “Export Metrics Data – 10k rows per export.”

Enhanced Visibility & Control

• Export Entry Point: Use the export icon on the drill-down modal/table to download the CSV.
• Included Columns by Drill Down: All metrics with a drill-down view now support CSV export. The CSV includes exactly the columns shown in that drill-down view (including the full message body where applicable) and respects applied filters and date range.

AP/AR Helpdesk: Record Access Control (RAC)

Record Access Control aligns AP/AR Helpdesk console access with the record access of corresponding users in SmartFlow‑configured ERPs (e.g., Workday). When enabled per ERP connection, users only see and process records for entities they are permitted to access in the connected system of record (SoR). Automatic Task Distribution (ATD) is limited to authorized users.

What’s New

• Per‑ERP Controlled Access: New ERP Settings toggle, Enforce Controlled Record Access, to enable RAC for a specific ERP connection.
• SoR‑Aligned Visibility: User access in Auditoria AI mirrors the connected SoR’s record‑level access for that ERP connection.
• Filtered ERP Selection in Consoles:
  • SuperAdmin (RBAC) sees all ERP connections in console dropdowns, with or without RAC.
  • Non‑SuperAdmin users see ERP connections without RAC, plus only those RAC‑enabled connections for which they have explicit SoR access.
• User Settings Integration: When RAC is enabled, the ERP connection instance appears in the User Settings dropdown; it is hidden when RAC is disabled.

Enhanced Visibility & Control

• Enablement Rules (ERP Settings UI):
  • The toggle is active only when the ERP connection is not yet configured with a SmartFlow Skill.
  • A note is displayed: “Controlled record access cannot be enabled after ERP connection is configured with SmartFlow Skills.”
  • If a SmartFlow Skill is already configured and RAC was not enabled, the toggle is inactive/grey.
  • If RAC was enabled earlier, the toggle appears enabled; related text shows active/dark to indicate the current state.
• Consistency with Mailboxes: Listing/hiding of ERP instances in User Settings follows the existing pattern used for controlled mailbox access.

Note: The implemented solution does not require the SoR user dependency in Auditoria AI.

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

2. Fixed Bugs

None.

3. New Known Bugs