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

1. New and Updated Features

AP/AR Helpdesk: Assignee Hold for Threaded Message Tasks

When processing related emails in a conversation thread, the AP Helpdesk and AR Helpdesk can now conditionally assign all subsequent tasks in the same thread to the same user based on the selected Assignee Hold rule. This enhancement helps preserve context, reduces handoffs, and clarifies ownership from the first message to resolution.

What’s New

• Assignee Hold setting (SmartFlow):  The Assignee Hold can be enabled and configured from the SmartVendor and SmartCustomer settings page.
• Two strategies (choose one):
  • Hold Assignee of Initial Task: Routes all subsequent tasks in an email thread to the user who received the first task. This ensures that the original handler maintains ownership until completion.
  • Hold Assignee of Oldest Open Task: Routes subsequent tasks to the team member currently handling the oldest open task in the thread. This prioritizes the completion of existing work before introducing new assignees.
• Audit trail: The Task History records when the Assignee Hold performs an assignment.

Seamless User Experience

• Consistent Customer Experience: Vendors, customers, and internal stakeholders interact with the same team member throughout the entire email conversation.

• Reduced Context Switching: Team members retain complete context of the conversation, eliminating the need to brief colleagues on ongoing issues.

• Improved Resolution Speed: This approach removes delays caused by task handoffs and knowledge transfer between team members.

• Enhanced Accountability: There is clear ownership of email threads from initiation to resolution.

Note: Only one Assignee Hold strategy can be active at a time.

AP/AR Helpdesk: Temporary Task ID–Only Search

We have temporarily limited the search function in the AP/AR Helpdesk to only support Task ID queries. Searches using other fields (such as subject or assignee) are currently disabled to prevent timeouts and errors that have been occurring with large datasets. This change aims to enhance system reliability while we work on developing a more robust multi-field search capability.

What's New

• Task ID–Only Search: The search bar returns results only when a Task ID is provided.
• Use Filters for Other Fields: To find items by subject, assignee, status, dates, or other attributes, use the filter options.
• Reduced Timeouts: This update prevents the failures observed during multi-field searches on large datasets.
• No Change to Filters: The functionality and behavior of filters will remain unchanged.

Note: This is a temporary measure to ensure system reliability. We plan to restore multi-field search functionality once the performance improvements are implemented.

AP Invoices: AP Credit Memos

AP Invoices now supports end-to-end processing of AP Credit Memos. Administrators can enable Credit Memos in AP Invoices settings, configure intake controls, and process documents through classification, extraction, duplicate prevention, vendor resolution, and writeback to the System of Record (SoR). A dedicated Credit Memos tab provides a unified view with standard validations and error handling aligned to invoices. Data is stored in a dedicated business object mapped to a default Workday model for consistent read/write and reporting.

What’s New

• Enablement & Configuration
  • Toggle: Turn on “AP Credit Memos” in AP Invoices to expose a Credit Memos sub‑section.
  • File-Type Allowlist: PDF; images (JPG, JPEG, TIFF, PNG, BMP, WEBP, GIF); Word (DOC/DOCX); Excel (XLS/XLSX); CSV.
  • Write to SoR: Collaborative Mode available and selected by default.
  • Payment Terms: Extract; extract then auto-generate defaults if missing; use vendor default from SoR; or mark as not required.
  • Amount Controls: Auto-calculate amount = price × quantity; decimal precision controls for quantity and price.
• Classification & Manual Actions
  • New Type: Documents can be classified as Invoice, Credit Memo, or Others.
  • Config-Aware: Only allowlisted types are considered for classification.
  • Active Data Visibility: “Doc Classification” shows Credit Memos and whether the classification was automatic or manual.
  • Manual Create/Reclassify: Create Credit Memos from attachments; switch between Invoice/Credit Memo or mark as Others.
• Extraction
  • Identifiers: Extracts Credit Memo Number and Reference Invoice; supports label variants (e.g., “Credit Memo No.”, “Credit Note Number”, “Reference/Original Invoice Number”).
  • Safe Defaults: Leaves fields blank when identifiers are absent.
• Duplicate Prevention
  • Early Check: Performed during classification/extraction, before document creation.
  • Match Keys: Vendor ID/Name + Credit Memo Number + Credit Memo Date (exact match; text is case-insensitive).
  • Cross-Format: Hash-based signature detects duplicates across PDF, images, Word, Excel, and CSV.
  • Outcomes: Emails tagged “CreditMemoAlreadyRecorded”; item listed under “Document Not Created”. Manually created duplicates are allowed and marked Duplicate in Active Data.
• Vendor Identification
  • Vendor Hints for Credit Memos: Same behavior as invoices; resolves Unknown vendors using saved hints (Name, Contact Email, Website, Phone, Address, Email From, Billing Address, Currency, textual Contains).
• Writeback & Management
  • Write to SoR: Available after classification/extraction and any edits; reuses invoice validations and error messages.
  • Credit Memos Tab: New tab with sort, filter, search, pagination, and export; shows memos written from Auditoria AI and those already in the ERP.
  • Configurable Behavior: When disabled, write is blocked with clear messaging; historical records remain visible.
• Standardized Data Model
  • Business Object: Dedicated Credit Memo object with header and line fields (Description, Line Entity, Cost Center, Spend Category, Quantity, Price, Amount) and status mappings.
  • Workday-Aligned: Default Workday Query Language and field mappings ensure consistent read/write and reporting.

Note

• AP Credit Memos configuration is a sub‑section of AP Invoices and cannot be enabled independently.
• Classification respects the SmartFlow file-type allowlist.
• Reclassification does not auto re‑extract fields; complete missing data manually.
• Duplicate detection requires exact matches for Vendor, Credit Memo Number, and Credit Memo Date; activity events are recorded.
• When Credit Memos are disabled, writeback is blocked; historical records remain accessible.
• Fuzzy Matching is not supported for Credit Memos.
• Vendor-level configuration for Credit Memos will be addressed in a separate update.
• Mappings are based on a default Workday setup; tenants with custom fields may need mapping alignment.
• Currently available only for Workday.

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