Executive Summary

This release introduces document-level audit history for AP Invoices, offering complete transparency into all system and user actions taken on invoice documents throughout their lifecycle. It also introduces configurable Write to System of Record (SoR) functionality for environments with multiple connected systems, allowing users to enable write-back for selected SoR targets. No bugs were fixed or reported in this release.

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

1. New and Updated Features

AP Invoices: Document-Level Audit History

This release introduces a comprehensive document-level audit history for AP Invoices. The feature provides transparency into how Auditoria AI and users interact with invoice documents throughout their lifecycle, and captures all actions for display to users.

What's New:

• • Document History Access:
    • A new View Document History button is added to the Document Information page. This button opens a right-side panel displaying the audit trail.
    • The audit history is available throughout the document lifecycle, from document creation to writing to Source of Record (SoR) or dismissal. Audit history is available across all tabs: Active Data, Written to SoR, and Dismissed Documents.

  

  • Audit Log Panel Details:
    • The audit history panel is divided into user and SmartBot (system) tasks.
    • The panel view contains three columns: Timestamp, Done By (User/SmartBot), and Number of Changes.
    • Timestamps reflect the user’s local time zone and use a 24-hour format, based on the user's configuration.
  • SmartBot Field Tracking:
    • The audit log displays all SmartBot (system) field updates.
    • System-level actions include:
      • Document creation
      • Purchase Order (PO) population
      • Vendor entity assignment
      • Autonomous Write to SoR
    • The audit log shows how SmartBot determines each field, including by extraction, user configurations, fuzzy matching, vendor defaults, bill classification defaults, PO matching, supplier contract matching, predictive coding, and the last bill entity.
    • When the summary line feature is enabled for a vendor, the audit log marks that summary line logic has been applied to the description and amount fields.
    • For any user edits that result in auto-population of fields by SmartBot (such as matching with a PO or updating related worktags), those changes are tracked as SmartBot edits.

  

  • User Edit Tracking:
    • All field changes made by users are logged, with before and after values clearly labeled as user edits.
    • Key user-driven actions such as line addition, line deletion, classification changes, and vendor updates are tracked as user actions.
    • Any update to line items, including regular edits, additions, deletions, and bulk updates, is logged with the correct line referencing.
    • When a user edits a document field that triggers the auto-updating of other fields, the edited field is tracked under user edits, and the changes by SmartBot are tracked  as SmartBot (system) edits (such as matching with a PO or updating related worktags)
    • Dismissal, Write to SoR (when the user manually writes the document), and Move to Active Data are logged as user actions.

  

  Note

  • All documents (existing and newly created) will begin capturing applicable SmartBot or user edits upon the release of this feature. For documents without an audit history, the Audit History panel will display "No audit history available."
  • Audit logs for the following are not included in this release:
    • Tag assignment and unassignment
    • Adding or removing attachments in the document view
    • SmartFlow skills using Composite SoR

Composite SOR: Write to System of Record (SOR) Setting

This release introduces the Write to SOR option in the Composite System of Record (SOR) section on the system settings page. This feature allows users to enable write to SOR operations for invoice records to only one of the selected connected systems.

What's New:

• Write to SOR Option Added:
  • The Write to SOR section is now available in the Composite SOR settings on the system settings page.
  • When the Write to SOR option is checked, all connected systems appear as selectable options in this section.
  • Users can select the relevant connected systems to enable write to SOR for those systems.
  • The configuration is saved when users select the desired systems and save the settings.
  • Write to SOR is only possible when at least two connected systems are available and selected.
  • In AP Invoices, while writing to SOR, all invoice details are displayed according to the selected SOR (for example, Entity, etc.).
  • All other functionalities of AP Invoices continue to work as usual, except for Document-Level Audit History, which is not available for an invoice written via Composite SOR.

Note

• Only connected systems that have been added will appear as options in the “Write to SOR” section after the option is checked.
• Users can update their selections at any time from the system settings page.

2. Fixed Bugs

None.

3. New Known Bugs

None.