Executive Summary
This release improves the synchronization of entity data in AP Invoices by ensuring the entity dropdown accurately reflects changes from the System of Record, including on existing documents. Additional updates enhance AP/AR Helpdesk task management by allowing users to send or discard all SmartBot reply drafts when completing a task, with improved draft visibility and controls. No bugs were fixed or reported in this release.
1. New and Updated Features
AP Invoices: Entity Dropdown Sync with System of Record (SoR)
The Entity dropdown field now always displays the most current set of entities after each sync with the System of Record (SoR), including on documents created before the sync. This addresses prior issues where Entity options did not update in pre-existing documents after the SoR was refreshed.
What's New
- Entity Dropdown Sync: After every sync with the SoR, the Entity dropdown in invoice documents reflects the latest active entities from the connected Enterprise Resource Planning (ERP) system.
- Consistent Entity List: Both new and existing invoice documents show the updated Entity options.
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Inactive Entity Handling: If an Entity-Vendor combination becomes invalid after a sync (e.g., vendor is unlinked from the entity), a banner appears on affected documents in the Active Data tab only. The already written documents remain unaffected.
- Banner Text: “[Entity] is no longer available for this vendor. Please select another entity/subsidiary.”
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Banner Dismissal: The warning banner clears when:
- The user assigns a new entity to the document.
- The user changes the vendor.
- The document is dismissed or reclassified (including changes to classification to “Others”).
- Banners reappear if the document returns to active status and the condition still applies.
- Soft Warning: When a document is attempted to be written to SoR and references an unavailable entity, a soft warning appears: “[Entity] is no longer available for this vendor. Please select another entity/subsidiary.”
Note: For entities marked inactive/deleted in the ERP, ensure the connection settings are manually updated and the inactive entity is removed from the entity selection dropdown in the connector to reflect changes in the Auditoria Console.
AP/AR Helpdesk: DONE Options for Tasks with SmartBot Reply Drafts
The Helpdesk Tasks interface now provides enhanced options for managing tasks with unsent SmartBot reply drafts. Users can now choose to send or discard all SmartBot reply drafts at once when marking a task as done. SmartBot reply drafts are minimized by default and fixed at the bottom of the task details page. Drafts can be expanded or collapsed, even when multiple drafts are present.
What's New:
- Send or Discard All Drafts on Done: When marking a task as done, users can choose to send or discard all unsent SmartBot reply drafts at once.
- Chevron on DONE Button: The DONE button displays a chevron when SmartBot reply drafts are present, revealing send/discard options.
- Fixed Position for Reply Drafts: SmartBot reply drafts are fixed at the bottom of the task details page and can be expanded or collapsed.
2. Fixed Bugs
None.
3. New Known Bugs
None.