GJN
1. New and Updated Features
SmartCollections: Roles and permissions added [6467+6468]
New roles and permissions have been added to the SmartCollections flow to expand on existing functionality and provide more options. The roles of P2P Manager, P2P Approver, and P2P Agent have been created and should be utilized during initial setup. For an overview of Auditoria roles and permissions, see Auditoria Roles and Permissions.
SmartGL: Audit Report added [6129]
An Audit Report is added to the SmartGL process which provides month end accrual details to auditors so they can validate the completeness and accuracy of month end accruals. Accrual details are extracted to a downloadable file and each accrual detail includes supporting documentation contained in a zip file.
Vendor Invoice Data Extraction: Select which vendors are enrolled or not enrolled [5350]
In the Vendor Invoice Data Extraction flow, you can select which vendors are enrolled or not enrolled by selecting the checkbox for each Enrolled vendor or unselecting the checkbox for each unenrolled vendor.
Data Management: Region added to Line Items [7634]
In the Data Management page, the Region has been added to the Line Items data so that any region in the ERP can be selected.
Data Management: Data display based on Auditoria Roles [6460]
In the Data Management page, the data displayed to a user depends on the Role and permissions assigned to that user. For an overview of Auditoria roles and permissions, see Auditoria Roles and Permissions.
SmartGL: Split Credit Account option [6867]
Vendors are assigned to one accrual group which maps to one offsetting credit account. For some vendors, the material spend is in more than the credit account and you can adjust the line in an entry to post to an additional credit group.
2. Fixed Bugs
Resolved: SmartPay tenant issue with plaid and stripe keys [7789]
Resolved: SmartGL flow started but reach emails not sent [8218]
Resolved: SmartCollections invoice reminders not sent [8208]
Resolved: SmartCollections: Duplicate categories appearing in pulldown menu [8206]
Resolved: SmartCollections: Dunning notices not sent as set [8168]
Resolved: AP Helpdesk not replying to vendor [8907]
Resolved: SmartGL: downloaded email PDFs missing vendor responses [8253]
Resolved: Vendor Invoice Data Extraction: invoice with lower confidence score not flagged [8163]
Resolved: Vendor Invoice Data Extraction: Invoice missing data marked High confidence [8153]
Resolved: SmartGL: Downloaded PR Report not correctly aligned [8284]
Resolved: Vendor Invoice Data Extraction: Invoices from unenrolled vendors appear in Data Management [8216]
Resolved: Vendor Invoice Data Extraction: Confidence Score calculated though fields missing [8135]
3. New Known Bugs
AP Helpdesk: AP Helpdesk requests fail in tenant [8171]
Symptom: AP Helpdesk requests for all invoices, specific invoices, and different actions fail after 22.4.1 upgrade for specific tenant.
Impact: AP Helpdesk actions cannot be completed.
Workaround: None.
AP Helpdesk: SubIntent detection done based on subject but not the email body [8178]
Symptom: AP Helpdesk subintent detection is done based on the subject, not based on the email body, which returns a NeedsHumanAttention response rather than the expected value.
Impact: AP Helpdesk action cannot be completed.
Workaround: None.
AP Helpdesk: Load numbers not found repeated in SmartBot response [8281]
Symptom: In the AP Helpdesk integration, payment inquiries sent for two invoices which are not found appear in the SmartBot response with the numbers repeated.
Impact: SmartBot response not accurate.
Workaround: None.
AP Helpdesk: SmartBots not extracting email From field accurately [8279]
Symptom: During the AP Helpdesk process, Auditoria SmartBots are not correctly extracting the value in the From field of emails.
Impact: Incorrect data in email From field.
Workaround: None.
Vendor Invoice Data Extraction: Missing Invoice Date filled with Due Date [8282]
Symptom: During the extraction process, some invoices with a missing Invoice Date have the Due Date appear instead of being marked as Incomplete.
Impact: Vendor Invoice extraction not accurate.
Workaround: None.
SmartGL: Cannot add Credit Account to a Line Item [8271]
Symptom: During the SmartGL flow, when saving a Credit Account to a Line Item an error message appears. For a line item with Debit Account selected, the Credit Account and Credit Amount should be disabled to prevent both a debit and a credit for the same line item.
Impact: Cannot update a line item.
Workaround: None.
Vendor Invoice Data Extraction: ERP option in pulldown menu from stopped SmartFlow [8268]
Symptom: When selecting an ERP option from the pulldown menu, an option appears from a completed SmartFlow, though that option should not be there.
Impact: Incorrect ERP option offered.
Workaround: None.
Data Management: Search bar over Prioritized Worklist card not working [8250]
Symptom: When viewing Prioritized Worklist Cards, the search bar when hovering over the card does not function and closes before a search can be made.
Impact: Cannot do a search over a Prioritized Worklist card..
Workaround: None.
Vendor Invoice Data Extraction: Bansal labour line not extracted from invoices [8291]
Symptom: During the extraction process, the Bansal labour line is not being extracted from some vendor invoices.
Impact: Cannot extract needed vendor invoice data.
Workaround: None.