Executive Summary

This release extends the Universal ERP Connector to support line item data and S3 file transfer integration, enhancing Accounts Payable Helpdesk connectivity and data import flexibility. Users benefit from improved document ordering in AP Invoices, expanded intent detection for internal senders, and streamlined navigation to internal sender email threads. Task Details now offer searchable, scalable record selection drop-downs, improving usability in high-volume environments. No bugs were fixed in this release. One minor known issue affects the invoice reprocessing status display in AP Helpdesk, with no impact to processing.

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

1. New and Updated Features

Universal Connector: Line Items Support for APHD in Universal ERP

The Universal ERP Connector now supports connections to ERPs without API access, transferring data via Secure File Transfer Protocol (SFTP) or AWS S3 bucket. With this release, the Universal ERP Connector is enabled for Accounts Payable Helpdesk (APHD). Users can connect APHD to retrieve all business objects and line items. The connector displays standard fields for vendors, bills, purchase orders, and payments. It automatically maps invoices and their line items to the correct purchase orders, vendors, payments, and vendor emails. ERP data can be exported in CSV and JSON formats and ingested into Auditoria. All other processing remains unchanged.

What's New:

• Support for Accounts Payable Helpdesk (APHD) in the Universal ERP Connector.
• Retrieval of all business objects and line items when APHD is connected.
• Display of standard fields for vendors, bills, purchase orders, and payments.
• Invoices and line items are automatically mapped to the correct purchase orders, vendors, payments, and vendor emails.
• Export options for retrieved data in CSV and JSON formats.

Note:

• Only standard fields are supported; extended fields are not included.
• Supported business objects are limited to vendors, bills, purchase orders, and payments.

Universal Connector: Support for File Transfer via S3 Bucket

The Universal ERP Connector now supports file transfer using Amazon Web Services (AWS) S3 Buckets. Users can configure file ingestion via S3 in the system settings. This update allows selection between SFTP and S3 as the file ingestion method and provides fields to enter S3 connection details. The connector supports secure file transfer and works with all SmartCustomer and SmartVendor products currently supported by the Universal ERP Connector.

What's New:

• File Ingestion Method Selection: Users can now select either SFTP or Amazon S3 as the file ingestion method from Universal ERP System Settings.
• Dynamic Configuration Form: When Amazon S3 is selected, relevant configuration fields become available, including:
  • Instance Name
  • Bucket Name
  • AWS Region (select from dropdown)
  • Encryption Type (SSE-S3, SSE-KMS)
  • Secret Access Key (password field)
  • Access Key ID (password field)
  • S3 Partition Folder Path
  • S3 Read Folder Path
  • S3 Write Folder Path
  • S3 Move Folder Path
• Field Validation: New validation rules ensure all Amazon S3 and SFTP configuration fields are correctly completed.
• Audit Logging: The system captures and logs details when a file read or data ingestion fails.
• Enhanced Compatibility: S3 file sync is supported for Customers, Invoices, Payments, and Credit Memos for SmartCustomer and SmartVendor objects.
• Encryption Support: Both SSE-S3 (AWS-managed encryption) and SSE-KMS (customer-managed keys) are supported when configuring S3 integration.
• Geographic Availability: Support for file transfer via S3 bucket is available in all geographies: United States (US), Canada (CA), and United Kingdom (UK).

AP Invoices: Chronological Ordering for Active Data, Written to SoR, and Dismissed Documents Tabs

This release now displays documents in the Documents section with improved chronological ordering. Documents in the Active Data, Written to System of Record (SoR), and Dismissed Documents tabs are now sorted by their relevant dates, making it easier for users to find the most recent items. When a dismissed document is moved back to Active Data, it is placed in the list according to its original received date, and its status is updated for clarity.

What's New:

• Active Data tab: Documents are ordered by “Received Date,” with the most recently received or processed document at the top.
• Written to SoR tab: Documents are ordered by “Written Date,” with the most recently written document at the top.
• Dismissed Documents tab: Documents are ordered by “Dismissed Date,” with the most recently dismissed document at the top.
• Automatic reordering on status change: When a dismissed document is moved back to Active Data, it is placed in the list according to its original received date.
• Status transparency: The document’s status field is updated to show the appropriate status for user clarity.
• Manual document creation: Documents created manually appear at the top of the list, with their created timestamp set as the received date for proper ordering.

Note:

• For manually created documents: The received date is set to the creation timestamp, and these documents appear at the top of the corresponding list. When dismissed documents are returned to Active Data, they are reordered according to their received date, not their original dismissal status.

AP Helpdesk: Support for Internal Sender Short Pay Inquiry and Record Update Request Intents

This release now supports the processing of short pay inquiries and record update requests sent from internal email senders. These requests are now identified and handled with the same urgency and workflow as those from external senders. Users can label, select, and track these intents in Task Details, and metrics now include internal sender activity for both request types.

What's New:

• Short Pay Inquiry Intent for Internal Senders:
  • "Short Pay Inquiry" intent can now be detected and labeled on internal sender emails.
  • This intent can now also be added or removed manually in Task Details.
  • Task Details > Select Intent dropdown now includes "Short Pay Inquiry" for internal senders.
  • Intent is included in metrics and reporting for volume analysis.
• Record Update Request Intent for Internal Senders:
  • "Request for Record Update" intent can now be detected and labeled on internal sender emails.
  • This intent can now also be added or removed manually in Task Details.
  • Task Details > Select Intent dropdown now includes "Request for Record Update" for internal senders.
  • Intent is included in metrics and reporting for volume analysis.
• Parity with External Senders: Internal sender "Short Pay Inquiry" and "Request for Record Update" intents are processed equivalently to external senders.

Note:

• These enhancements appear in the SmartFlow Intents & Outcomes Settings screen and the Task Details interface for internal sender emails.
• SmartBot Notes are not generated for internal sender short pay inquiries if there is no record match.

AP/AR Helpdesk: Task Details Link to ‘Internal Sender Emails’

A new navigation link, “Internal Sender Emails,” is now available in Task Details for internal sender emails. This link allows users to quickly view the full email thread in the Helpdesk (HD) Mailbox, filtered by the internal sender’s email address. Users can easily return to the original task details from the mailbox view. This enhancement provides a consistent experience with the existing “Vendor Inbox” and “Customer Inbox” navigation for external senders.

What's New:

• Navigation Link Added: Task Details for internal sender emails now include a direct link to “Internal Sender Emails.”
• Filtered Inbox View: The link opens the Helpdesk Inbox filtered by the internal sender’s email address as the sender (FROM) to display only related email threads.
• Consistent UX: Provides navigation behavior similar to existing “Vendor Inbox” and “Customer Inbox” links for external senders.
• Quick Return Navigation: Users can navigate back to the originating task details view after reviewing the email thread.
• Labeling: The link text is “Internal Sender Emails” to clearly differentiate from “Vendor Inbox” and “Customer Inbox.”
• Purpose: This reduces friction and improves efficiency for users needing to review all communications from an internal sender related to a task.

Note:

• This is a filtered view, not a separate inbox. The feature aligns task navigation for internal sender email tasks with established patterns for vendor and customer communications.

AP/AR Helpdesk: Searchable Drop-Downs for Task Details Record Name/Record ID

This release now supports searchable drop-downs for selecting Record Name and Record ID in Task Details, especially for cases with multiple record matches. This enhancement improves usability and scalability when there are more than 50 matching records. The drop-down is searchable, scrollable, and supports large result sets. Users can also expand the search scope to all synced records. The feature is available for all sender types, including internal senders.

What's New:

• Searchable Drop-Downs: Task Details can now display a searchable interface for Record Name/Record ID selection, making it easier to find specific records.
• Scrollable Results: Supports navigation through large lists of record matches (greater than 50 results).
• Performance Optimization: Paginated or search-limited modal implemented to reduce load times and maintain responsiveness.
• Expanded Search Scope: Option to expand results beyond direct record matches to search across all synced records.
• Consistent Experience for All Sender Types: Improvements are available for internal and external sender scenarios.
• SmartVendor: “Select Record(s)” interface updated with the new searchable control.
• SmartCustomer: “Select Record (limit 1)” interface updated with the new searchable control.

Note:

• When enabled, users can efficiently locate and select records even in modules where record match lists are very large.
• If performance issues are observed, pagination is supported as an alternative to infinite scrolling.

2. Fixed Bugs

None.

3. New Known Bugs

AP Helpdesk: Invoice upload reprocessing state remains 'InProgress' after successful reprocessing [18539]

Symptom: Reprocessing state intermittently remains in ‘InProgress’ status for several minutes after successfully uploading an invoice and reprocessing.

Impact: No impact on invoice processing or system functionality, but the state presented to the user is inaccurate and may cause confusion.

Workaround: No manual workaround is required. The status changes automatically from ‘InProgress’ to the correct ‘Done’ state after 4–5 minutes.