Executive Summary

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

1. New and Updated Features

SmartResearch: Initial Release Quality and Experience Improvements

SmartResearch is Auditoria's conversational AI financial analyst, purpose-built for finance teams. It connects your ERP and third-party data with external financial intelligence, letting users ask finance questions in natural language and receive answers as summaries, tables, and charts, each backed by source lineage and a reasoning chain. For product documentation, see SmartResearch documentation.

This release delivers the first full set of quality, reliability, and usability improvements across four areas: answer accuracy for finance questions, chart and table behavior, chat and follow-up experience, and security. All changes described below are product enhancements and behavior corrections.

What's New

Answer quality and data accuracy

• Invoice model routing: Invoice questions now consistently resolve against the appropriate invoice data source, ensuring accurate and deduplicated result sets for supplier-specific queries.
• Invoice date alignment: "Invoices received" queries now use the invoice date field. Period-based results align with standard business reporting expectations.
• Complete response attributes: Unpaid-invoice responses now include key columns such as vendor name. Discount-related queries surface the relevant discount values and percentages.
• Cross-currency aggregation prevention: SmartResearch now groups amounts by currency, ensuring values from different currencies are presented separately.
• Consistent follow-up totals: Applying a currency filter in a follow-up question preserves the correct record set and returns accurate totals.
• Purchase order (PO) validation: PO queries now return only records that exist in the source system, ensuring accurate PO IDs and counts.
• Default 12-month window: Queries without an explicit time period now return data for the most recent 12 months. The natural-language summary states the applied window so users understand the scope of the results.

Business-context summaries

• Pattern highlights: Summaries now surface vendor concentration, clustering of invoice dates in narrow periods, status distribution (for example, unpaid or draft invoices), and multi-currency or multi-entity exposure.
• Correct Top-N ranking: Top-N vendor and exposure lists now rank by the highest amount, ensuring the most significant items appear at the top.
• Explicit time and currency context: Each summary states the time window and currency units used to calculate the reported totals.

Follow-up question behavior

• Context preservation: Drill-down follow-ups (for example, listing invoice mismatches after a summary) now maintain the parent query's data context and return the correct detail records.
• Confirmatory prompt handling: Responding "yes" to a SmartResearch prompt now triggers execution and returns a result as expected.

Charts

• Time-series cadence: Time-based charts, such as Days Payable Outstanding (DPO) trends by entity, display on the appropriate cadence (for example, monthly) and render from earliest to latest date.
• Ranking order: Charts for queries such as "top vendors by spend" now order values from highest to lowest.
• Coverage visualizations: PO coverage charts now cover all requested dimensions, use the full record set, and show percentages when the question asks about coverage.
• Large-category handling: When a query produces a large number of categories, SmartResearch presents a tabular or summarized view for improved readability.

Tables

• Default pagination: Tables display 20 rows per page by default. Item counts (for example, "X of Y") appear at the bottom right of every table, regardless of result-set size.
• Inline placement: Tables render inline with the answer narrative for a streamlined reading experience.
• User-friendly column names: Column labels display readable names throughout all table views.
• Consistent amount formatting: Amount fields in the "View data" side panel now include thousand separators, matching the main chat view.
• Clean text rendering: Response text now renders cleanly with proper formatting throughout.
• Column validation: Only applicable fields appear in tables, with accurate column alignment and spacing.

Exports

• Full column set in CSV: CSV exports now include all columns from the underlying dataset, even when the chat view displays a subset for readability.
• UI and export alignment: Totals shown in the user interface (UI) and in exported CSVs now match, including after follow-up filters are applied.

Chat and navigation

• Follow-up suggestion redesign: Suggestions now use concise, scannable button labels, appear directly below the response they relate to, and are left-aligned with other SmartResearch components.
• Side panel state persistence: The open or collapsed state of the SmartResearch side panel is stored locally and remembered across sessions in the same browser.
• Chat history width: The history view now uses a width consistent with the main question-and-answer layout for improved readability.
• Pagination reset: Pagination and "rows per page" settings reset automatically when you start a new chat, ensuring a fresh experience for each session.
• View Data reliability: Clicking "View data" for a supporting table now loads the corresponding dataset reliably every time.
• Browser refresh handling: Refreshing the browser while a question is processing now preserves the conversation history accurately.

Security

• Session-level access control: Access to SmartResearch chat sessions is now enforced at the user level. Each session verifies user association and permissions before returning content, ensuring that chat sessions are accessible only to their respective owners.

Note

• Deployment timing may vary by environment. Contact your Auditoria customer success representative with questions about availability.
• For product documentation and usage guidance, see the SmartResearch documentation.

AP Invoices: Updated Date Picker with Multiple Date Format Support

The AP Invoices document details page now supports multiple date formats in the date picker, aligned with your organization’s regional configuration in SmartFlow Skills Management (SF). Previously, only the United States (MM/DD/YYYY) date format was accepted for manual entry. With this update, we've added support for additional date formats, allowing companies operating in day-first (DD/MM/YYYY) and other formats to enter and review dates in their preferred regional style.

Users can now enter and review dates in their standard regional format, reducing errors from format mismatches.

What's New

• Date format and manual entry aligned with SmartVendor SF configuration
  • All date fields on the AP Invoices document details screen now display and accept manual entries in the date format configured in SF.
  • This applies in both read-only and edit modes.
  • Users can type dates directly using the configured format—input is no longer restricted to MM/DD/YYYY. For example, when DD/MM/YYYY is selected in SF, users can enter dates in that format.
  • When the configured date format in SF changes, both display and manual entry fields in AP Invoices update automatically.
  • This feature is available by default and does not require additional setup.
• Improved date picker navigation
  • In addition to the date format updates, the date picker navigation has been improved.
  • In the date picker dialog, after selecting a year, users can select the month from a month selection grid.
  • Users no longer need to click through arrow buttons month by month to reach the desired month.

AR Helpdesk / AP Helpdesk: Helpdesk Contact Management (HCM)

Helpdesk Contact Management (HCM) lets AR and AP helpdesk users classify unknown email senders as known contacts directly from the Helpdesk console. Users can now designate an unknown sender as a customer contact, vendor contact, internal contact, or system sender from the email view itself.

When a sender is configured through HCM, the system automatically reprocesses the triggering email using the new classification. All future emails from that address are then handled accordingly.

What's New

Classify unknown senders from the Helpdesk inbox

• A [+] icon now appears next to the sender's email address for emails from unknown senders.

• Clicking the icon opens the HCM modal, where users can designate the sender as one of the following:
  • System Sender – A trusted source of platform communication.
  • Vendor Contact (AP Helpdesk) or Customer Contact (AR Helpdesk) – A point of contact for a specific vendor or customer record, selected from a searchable dropdown.
  • Internal Contact – An authorized internal team member.

Automatic one-time email reprocessing

• After a sender is classified, the system reprocesses the triggering email once. Message metadata, tasks, and console views update to reflect the new sender type.

Consistent handling of future emails

• All subsequent emails from a configured sender are processed according to the assigned sender type. No additional setup is needed.

Role-based access to sender type options

• Available options in the HCM modal depend on the user's role:
  • Analysts – System Sender only.
  • Specialists – System Sender and Vendor/Customer Contacts.
  • SuperAdmins and Helpdesk Managers – All options, including Internal Contacts.

Manage Helpdesk Contacts from Vendor/Customer record details

• A [+] icon next to the Contacts field on Vendor and Customer record pages opens a modal to add one or more Helpdesk Contact email addresses.
• After contacts are added, an edit icon appears to manage the list — add new contacts or remove existing ones.
• Helpdesk Contacts are visually distinct from contacts synchronized from your system of record (such as your ERP or CRM).
• Lists with eight or more Helpdesk Contacts are paginated.

Audit logging

• Task Audit Log – Records when a sender type change through HCM results in a new task.
• Record-level Audit Log – Accessible from the Helpdesk Contact Management modal on record detail pages. Each entry shows the date/time, user, action (Contact Added or Contact Removed), and email address.
• System Audit Log – Records all Helpdesk Contact additions and deletions at the system level.

Notes: 

• Input validation: Email addresses are validated on entry. Duplicate entries within the Helpdesk Contacts list are prevented.
• System-of-record contacts: Helpdesk Contacts do not replace or modify contacts synchronized from your ERP or CRM. Both contact types can coexist on the same record.

AR Helpdesk: Internal Sender Support for Invoice Dispute, Record Update, and PO Info Intents

This release extends SmartCustomer Accounts Receivable (AR) Helpdesk to detect and process three existing intents when email senders are internal contacts or internal cohorts. The supported intents are Invoice Dispute Notification, Record Update Request, and Purchase Order (PO) Information Request.

This update supports organizations that receive AR-related requests from internal stakeholders (for example, account managers or customer service teams). Processing behavior for internal senders follows the same approach as external sender handling, with the exception that AI Agent acknowledgment replies are reserved for external senders only.

What's New

Internal sender detection for key AR Helpdesk intents

• Invoice Dispute Notification, Record Update Request, and PO Info Request are now recognized when sent from internal contacts or internal cohorts.
• These intents follow the same processing approach as external sender intents. AI Agent acknowledgment replies are reserved for external senders.
• Existing Intents and Outcomes configuration applies as-is. No additional setup is needed for this enhancement.

Internal Invoice Dispute Notification processing

• For external sender invoice dispute emails, AR Helpdesk generates a reply draft. For internal sender invoice dispute emails, reply drafts are reserved for external communication, and the system focuses on record updates.
• When an invoice ID is extracted from the email, AR Helpdesk adds a Note to the Invoice Details on completion (DONE).
• The invoice note includes the dispute amount when it is provided in the email.
• When a customer is linked to the dispute, AR Helpdesk adds a Note to the Customer Details of the linked record on DONE.

Internal Record Update Request processing

• When a customer is linked, AR Helpdesk adds a Note to the Customer Details of the linked customer record on DONE.
• This provides a traceable record of internal requests to change or correct customer information.

Internal PO Info Request processing

• When a customer is linked, AR Helpdesk adds a Note to the Customer Details of the linked customer record on DONE.
• This captures internal inquiries related to purchase order information against the customer record.

AR Collections/Universal ERP Connector: Customer Classification Category Support for Universal Connector

This release adds support for using Customer Classification Category with the Universal Enterprise Resource Planning (ERP) Connector in SmartCustomer Accounts Receivable (AR) Collections.

The Universal Connector can now fetch and surface Customer Classification Category data from your source ERP system, so you can apply dunning rules (reminder and follow-up communication) based on customer classification during regular and on-demand sync cycles. Classification-driven dunning is now available for both Workday and Universal Connector customers.

Universal ERP Connector: App Load Integrity.

This release introduces reconciliation logic for the Universal Enterprise Resource Planning (ERP) Connector to validate data load integrity after each synchronization with the source SAP system. This logic compares reconciliation totals from the source system with totals calculated within Auditoria for each customer and batch.

This update helps ensure that outbound activities, such as Smart Flows, dunning, and Accounts Receivable (AR) Helpdesk responses, proceed only after the loaded data has been validated against reconciliation totals from the source system. Data validation is performed automatically, and if an issue is identified, the system records the details in the error logs in the Write Folder. Additionally, dunning is stopped, and Smart Flow is paused until the issue is resolved.

This feature is available in Limited Availability (LA) and may be enabled on request. If you are interested in enabling this feature, please contact your Customer Success Manager or our support team at support@auditoria.ai.

Universal ERP Connector: Support for Zuora Billing Invoice Attachment Naming

This release adds support for a Zuora Billing invoice attachment naming convention. The system now extracts the invoice number from the attachment file name and automatically links the attachment to the corresponding invoice record in Auditoria.

This feature is available in Limited Availability (LA) and may be enabled on request. If you are interested in enabling this feature, please contact your Customer Success Manager or our support team at support@auditoria.ai.

What's New

• The system now supports invoice attachments with the naming format: <Invoice>_<Invoice Number>_<Purchase Order (PO) Number>.
• The invoice number is automatically extracted from the file name and used to link the attachment to the matching invoice in Auditoria.
• Auditoria processes one attachment per unique billing document/invoice.
• The Attachment Invoice Report retains and displays the full attachment file name.

2. Fixed Bugs

None.

3. New Known Bugs