Executive Summary

This release introduces several functional and user-experience enhancements across the Auditoria platform:

• Multi-Currency Filter for SmartVendor and SmartCustomer: Users can now select multiple currencies via a dynamic dropdown filter to improve multi-currency analysis in all list views where currency is a column.
• AP Invoices Dashboard Metrics: Two new key metrics are available—documents written to the System of Record autonomously (by AI, in autonomous mode), and those written with zero user edits (in collaborative mode)—to help track and understand invoice processing automation.
• AP Invoices PO Header Field Population: When manually matching one or more purchase orders to invoice lines, users can now choose which PO populates the header fields or retain manual values, streamlining PO-backed invoice entries and minimizing repetitive edits.
• Configurable Date Format for AP Helpdesk and AP Invoices: A unified date format setting (MM/DD/YYYY, DD/MM/YYYY, or DD-MMM-YYYY) now controls date appearance in reply messages, attachments, and console views in both AP Invoices and AP Helpdesk.
• Task Notes in AP/AR Helpdesk: Users can collaborate internally by adding, editing, and replying to rich-text notes on tasks in the AP and AR Helpdesk modules, supporting basic threaded discussions and internal comment tracking.
• AR Helpdesk Proof of Payment Enhancements: The platform now detects and classifies Proof of Payment information from emails and attachments, supports forwarding and archiving actions based on configuration, and extracts payment details and invoice data as part of the automated process.

Bugs Fixed: None reported in this release. New Known Bugs: None reported in this release.

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

1. New and Updated Features

SmartVendor and SmartCustomer: Multi‑Currency Filter Selection

This release updates the Currency filter behavior in SmartVendor and SmartCustomer so that users can select multiple currencies from a dynamic list instead of entering a single currency code manually.

What’s New

• Multi‑Select Currency Filter
  • The Currency filter now supports selecting one or more currencies using a dropdown list with checkboxes.
  • Available currencies in the dropdown are dynamically derived from the data currently shown in the list view (only currencies present in the results are listed).
• Updated Filter Behavior by Product and Tab
  • SmartVendor
    • The multi-select Currency filter is available on all tabs where a Currency column exists:
      • Documents
      • Purchase Orders
      • Contracts
  • SmartCustomer
    • Multi‑select Currency filter is available on:
      • Documents 
• Improved Usability vs Text Input
  • Replaces the previous single‑value text input where users had to type currency abbreviations manually.
  • Users can now:
    • Open the dropdown.
    • See all available currencies for the current view.
    • Select or clear multiple currencies to refine results.

Note: The list of currencies in the filter updates automatically as the underlying data in the view changes.

AP Invoices: Metrics for Autonomous and Zero-Edit Documents

This release introduces two new metrics to the 'Documents Written to SOR (System of Record)' card on the AP Invoices dashboard. These metrics help users understand how many documents are written to the System of Record autonomously by Auditoria AI (if Autonomous Mode is turned ON) and how many are written with no user edits (in collaborative mode).

What's New

• Documents written to SOR autonomously
  • New metric on the Documents Written to SOR card in the AP Invoices dashboard.
  • Counts documents that:
    • Passed all checks for autonomous write, and
    • Were written to the System of Record automatically by Auditoria AI, and
    • Were successfully written on the first attempt.
  • Formula:
    • Documents written to SOR autonomously = Number of documents successfully written to SOR via autonomous write on the first attempt.
• Documents written with no edits
  • New metric on the Documents Written to SOR card in the AP Invoices dashboard.
  • Counts documents that:
    • Were processed by SmartBot, and
    • Had zero user edits to any field, and
    • Were written to the System of Record manually by a user,
    • Including documents that first failed autonomous write but were later written manually without any user edits.
  • Only documents with zero user edits to any fields qualify.
  • Formula:
    • Documents written with no edits = Documents written to SOR autonomously + Documents that failed autonomous write and were later written to SOR manually with no edits.

Note

• Both metrics appear under the existing Documents Written to SOR card on the AP Invoices dashboard in the product (SmartVendor dashboard).

AP Invoices: New PO Selection Dialog for Header Field Population

When users manually select or change PO numbers on invoice lines and click Save, a dialog box now appears allowing them to choose how header fields should be populated:

• Single PO Match: Select whether to populate header fields from the matched PO or retain existing values
• Multiple PO Match: Choose which specific PO to use for header field population when multiple POs are matched at the line level
• Do Not Populate Option: Preserve existing header values, including any manual edits, by selecting "Do not populate header fields"

Supported Fields

• Entity (standard header field) - populated by default
• Extended fields as configured in your SmartFlow setup

How It Works

1. User manually matches one or more POs to invoice lines
2. User clicks Save
3. Dialog box appears with PO selection options
4. User selects preferred PO for header population or opts out
5. System updates header fields based on selection

Configuration Requirements

This feature requires the "Override values of all PO-driven Fields from PO" setting to be enabled.

To enable:

1. Navigate to SmartFlow Configurations
2. Under AP Invoices, locate "Override values of all PO-driven Fields from PO"
3. Check the checkbox to enable
4. Enter PO format if applicable
5. Save and re-run the SmartFlow to apply changes

Why this matters

• Reduces repetitive typing and manual updates to header fields when invoices are PO‑backed.
• Helps keep header values consistent with the selected PO.
• Still gives AP users control to keep existing values when they do not want the PO to override header fields.

AP Helpdesk: Date Format Setting for SmartBot Reply Messages and Attachments

This release adds a configurable date format setting for AP Helpdesk in SmartVendor. The setting controls how dates appear in SmartBot reply messages, reply attachments, and the SmartVendor console for AP Helpdesk.

What's New

• Date Format Setting for AP Helpdesk
  • Added a Date Format setting under SmartVendor Settings > AP Helpdesk configuration.
  • The setting offers three options:
    • MM/DD/YYYY (default)
    • DD/MM/YYYY
    • DD-MMM-YYYY
  • The setting:
    • Is the same setting used for AP Invoices.
    • Applies to both AP Helpdesk and AP Invoices when changed.
    • Available when at least one of AP Helpdesk or AP Invoices is enabled.
• SmartBot Reply Messages and Attachments
  • The selected date format is applied to date values in:
    • Payment Status
      • Reply message body
      • Attachments:
        • CSV
        • Remittance PDF
    • Purchase Order (PO) Status
      • Attachments
    • Remittance Advice
      • Attachments:
        • Remittance PDF

Note: In AR Helpdesk (customers), dates continue to use MM/DD/YYYY only; this story does not introduce AR Helpdesk date settings.

AP/AR Helpdesk: Task Notes

This release introduces a Task Notes feature for tasks, allowing users to add and manage internal notes on tasks directly in the console.

What’s New

• Add and View Notes on Tasks
  • Users with access to a task can add notes to that task.
  • All users with access to the task can view all active notes for that task.
• Authoring, Editing, and Deleting Notes
  • Only the author of a note can:
    • Edit their note.
    • Delete their note.
  • Deletion is handled as a soft delete:
    • Notes are marked inactive and hidden from normal views, but preserved in the database.
  • An “edited” indicator is shown when a note has been modified after its initial creation.
• Rich Text and Limits
  • Notes support rich text:
    • HTML and plain text formatting.
  • A character limit of 2,000 characters is enforced per note.
    • A live character counter is shown while typing.
• Author, Timestamp, and Status Indicators
  • For each note, users can see:
    • Author name, with email address on hover.
    • A visual indicator if the author has been deactivated, while preserving the stored author name.
    • Relative timestamps (for example, “5 hours ago”) that convert to a full date after 24 hours.
• Replies and Note Threads
  • Notes support one level of replies:
    • Top‑level notes (reply level 0).
    • One level of child replies (reply level 1).
  • This provides basic threading for short back‑and‑forth discussions without deep nesting.
• Notes Count in UI
  • The Notes tab or section label shows the count of active notes, for example:
  • This allows users to see at a glance whether a task has internal discussion attached.

Where to Access Task Notes

• Log in to Auditoria.

• From the left sidebar menu, click the SmartVendor tab.

• Open the Tasks page.

• In the task list, click the Task ID for the task you want to review.

• On the right side, in the Task Details panel, click the Notes tab (next to Task Details).

  • This is where you can add, view, edit, and reply to Task Notes.

  • The Notes tab label shows the count of active notes, for example: Notes (0) as shown below.

AR Helpdesk: Proof of Payment Detection, Transfer, and Archiving

This release enhances AR Helpdesk payment update processing by detecting Proof of Payment in emails and attachments, labeling them, and enabling configurable transfer and archiving actions.

What’s New

• Proof of Payment Detection and Classification
  • Payment Made and Payment Scheduled intents now detect Proof of Payment in:
    • Email attachments, and
    • Email message bodies (when the message content itself is Proof of Payment).
  • Attachments are classified as Proof of Payment when they represent documents such as:
    • Remittance advice
    • Payment advice
    • Remittance notes
    • Payment details
  • Supported file types for Proof of Payment classification:
    • PDF
    • PNG, JPG, TIFF (larger than 400 x 400 pixels)
    • CSV
  • Intent detection and attachment processing are supported for all sender types (known, internal, unknown/system).
• Labels Added for Payment Update Processing
  • When Proof of Payment is detected for Payment Made and Payment Scheduled emails:
    • On detection: the email is labeled ProofOfPayment.
    • On forward: the email is additionally labeled ProofOfPaymentForwarded.
• Customer and Invoice Notes
  • When Proof of Payment is processed for Payment Made / Payment Scheduled emails:
    • Customer Notes for known senders:
      • Base message (on detection):
        • "<sender.name> (<sender.email>) submitted proof of payment"
      • If transferred (forwarded):
        • "; forwarded to <forwarding.email>"
      • If archived:
        • “...; email archived by <task.assignee.on.task.DONE>”
      • If both transferred and archived:
        • “...; forwarded to <forwarding.email>; email archived by <task.assignee.on.task.DONE>”
    • Customer Notes for internal and unknown/system senders are currently not populated ([n/a] as per specification).
    • Invoice Notes (when an invoice number is extracted during Payment Made or Payment Scheduled processing):
      • Base message for known sender (on detection):
        • "<sender.name> (<sender.email>) submitted proof of payment"
      • If transferred (forwarded):
        • "; forwarded to <forwarding.email>"
      • If archived:
        • “; email archived by <task.assignee.on.task.DONE>”
      • If both transferred and archived:
        • “; forwarded to <forwarding.email>; email archived by <task.assignee.on.task.DONE>”
• New SmartBot Actions for Payment Made and Payment Scheduled Intents
  • Transfer Proof of Payment
    • Requires a forwarding email address to be configured.
    • When enabled:
      • On task DONE, emails whose message and/or attachments are classified as Proof of Payment are forwarded to the configured forwarding address.
• Archive Email
  • New SmartBot action: Archive Proof of Payment.
  • When enabled:

    • On task DONE, emails whose message and/or attachments are classified as Proof of Payment are archived.

      

  • Archiving applies to the email, not to individual attachments.
• Both actions are configured in SmartFlow Skills Management for the Payment Made/Payment Scheduled intents.
• Data Extraction from Proof of Payment
  • When Payment Made / Payment Scheduled emails contain or are classified as Proof of Payment, the system supports the extraction of:
    • Invoice Number
    • Payment Amount
    • Payment Date

2. Fixed Bugs

None.

3. New Known Bugs