Release 26.7.1 - July 13, 2026

Written by Uday Kumar Updated July 16, 2026 07:38

Executive Summary

Release 26.7.1 delivers changes across AP Invoices, AP Helpdesk, SmartResearch, and Connectors. The main themes are stronger invoice validation and rule configuration in AP Invoices, entity-based routing in AP Helpdesk, more accurate default query behavior and reusable workflows in SmartResearch, and reconciliation and sync improvements in Connectors.

In AP Invoices, this release documents the full Business Rules capability and adds new date-comparison operators, calculated-amount fields, keyword-based document rules, rule copying, and a blocking validation before writing to the System of Record (SoR). AP Helpdesk adds entity-based invoice forwarding. SmartResearch now returns active records by default and introduces Skills. Connectors add an hourly Workday Purchase Order (PO) and Contract sync, and two reconciliation email notifications.

AP Invoices – Business Rules: A configurable IF-THEN rule engine lets Superadministrators define organization-specific field population logic that runs automatically during invoice processing. This release adds relative date operators, a Calculate As operator for amount formulas, and rule copying, and documents the full set of rule-creation and management capabilities.
AP Helpdesk – Forward Invoices by Entity: Invoices are forwarded to different email addresses based on the invoice entity, with a default address fallback.
SmartResearch – Active Records by Default: Vendor, customer, and invoice queries return active records by default, aligning SmartResearch counts with the dashboards.
SmartResearch – Skills: Users can define reusable workflows once and run them again from chat or the app.
Connectors – Hourly PO and Contract Sync for Workday: Purchase Order and Contract records sync approximately every hour, so invoice processing automatically uses current data.
Connectors – Sync Success Email for Universal Connector: A confirmation email is sent after each clean sync, so recipients receive positive confirmation of a successful run.
Connectors – Mismatch Report Attached to Email: The existing mismatch report is attached to the reconciliation error email, so the full distribution list can review it immediately.

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

1. New and Updated Features

AP Invoices: Business Rules

This release introduces Business Rules, a configurable IF-THEN rule engine in SmartVendor Settings that lets organizations define custom field population logic tailored to their business processes. Superadministrators create rules through a form-based interface with no coding required. Rules run automatically at the end of the document processing lifecycle — after extraction, configuration options, and predictive coding have been applied — and act as the final population step. Every rule execution is captured in the document audit trail. Superadministrators can create, edit, and delete rules; P2P Managers and Agents have read-only access.

What's New

Rule creation and management

Rule structure: Creates rules with one or more IF conditions and THEN actions, or uses Apply to All for unconditional rules that apply to every document.
Copy rule: Duplicates a rule from the list view or the rule setup page. Copied rules are assigned the last execution order.
Order of execution: Sets a configurable priority order during creation or by drag-and-drop reordering. Enabled rules run top-down in that order.
Circular dependency protection: Detects circular dependencies between rules and blocks them at save time.

IF condition operators

Comparison operators: Supports Equals, Not Equals, Contains, Is Blank, Exists, Greater Than, Less Than, Greater Than or Equal To, and Less Than or Equal To.
Select All for value lists: Selects all available values for Vendor and Entity dropdowns in one action. Values added to the ERP later are automatically included at runtime, without resaving the rule.
Is Within / Is Beyond operators: Compares two date fields on the same document across a configurable period (1, 3, or 6 months, 1 year, or a custom duration). Evaluation uses the extracted date values from the document, not the system date. Is Within is true when the difference is within the period; Is Beyond is true when the difference exceeds the period.
Document Contains [Early Access]: match a key-value pair (e.g., Account Number = ABCDE-12345) extracted from the invoice header/footer, with backend synonym handling. This feature is available under the early access program only.
Same field in IF and THEN: Allows the same field in both the IF condition and the THEN action when the IF operator is Is Blank, which enables default-value population.

THEN action operators

Set to Value: Assigns a static value (dropdown, text, numeric, boolean, or date).
Copy from Field: Copies a value from another document field, with cross-type support and automatic type conversion. Header values can propagate to all line items.
Calculate As operator: Populates amount fields using arithmetic formulas (+, –, ×, ÷) across other amount fields. The standard order of operations applies, and division by zero is handled gracefully.
String concatenation: Populates text fields from the combined values of multiple fields.
Boolean population: Automatically sets a Yes/No field based on whether another field is blank or populated.

Administration

Rule administration: Provides Enabled, Disabled, and All tabs with search, filtering that persists across navigation, bulk enable, disable, and delete, and export to a CSV file.
Enable/disable toggle: Enables or disables a rule without deleting it. Re-enabling a rule appends it to the last execution position.

Execution and audit

Execution precedence: Applies values in this order: PO / Supplier Contract, then Configuration Options, then Predictive Coding, then Business Rules as the final step.
Line-level conditions: Evaluates line-level IF conditions for each line individually and applies actions only to matching lines.
Worktag cascade: Triggers the standard related worktag cascade when a driving worktag field (for example, Cost Center) is populated.
Audit trail: Records each rule execution in the document audit trail (object, field, extracted value, assigned value, and determination source), and records rule creation, edit, and delete events in the system audit history.

Notes

Business Rules apply to AP Invoices in this release. Credit Memo support is planned for a future release.
Rules run once during initial processing and do not re-run when the vendor changes.
A rule targeting a field set to Not Required in the configuration is skipped at runtime.
When Summary Line is enabled, rules apply only to fields that have values present.
The Document Contains operator searches the header and footer sections only; line items are excluded from the search scope.

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.

AP Helpdesk: Forward Invoices by Entity

This release enables AP Helpdesk to forward submitted invoices to different email addresses based on the invoice entity. AP Operations can map entity values to forwarding addresses so invoices route to the correct recipient automatically. When no entity value is extracted, set, or matched, the invoice is forwarded to the default address.

Once the feature is enabled for your tenant, the entity-mapping controls appear in the Transfer Invoice action within your SmartFlow skill configuration. Open the relevant SmartFlow skill, enable entity-mapped forwarding on the Transfer Invoice action, and add your entity-to-address mappings.

What's New

Entity-based forwarding: Enables forwarding by entity in the Transfer Invoice action of a SmartFlow skill.
Multiple mapped addresses: Maps multiple forwarding email addresses to synced entity values.
Entity extraction: Extracts the entity value from the Bill To and Billing Address for non-duplicate invoices.
Entity field in task details: Surfaces the extracted or matched entity value and allows manual setting or editing.
Fuzzy matching: Matches extracted entity values against synced entities to handle format variation.
Per-entity delivery: Splits invoices belonging to different entities into separate forwarding emails, each sent to its mapped address.
Default address fallback: Forwards to the default address when no entity value is extracted, set, or matched.
Review task on low confidence: Routes the invoice to a review task instead of an autonomous transfer when the entity can't be confidently matched to a single record.

SmartResearch: Active Records by Default

This release updates SmartResearch (SR) to return active records by default for vendors, customers, and invoices. This aligns SR counts with the dashboards, which show active records. As a result, SR answers and dashboard values report the same counts.

What's New

Active vendors default: Returns active vendors only by default for vendor queries.
Active customers default: Returns active customers only by default for customer queries.
Active invoices default: Returns active, non-canceled, non-voided invoices by default for invoice queries.
Explicit inactive requests: Includes inactive records when the user asks explicitly (for example, "include inactive," "show all," or "inactive vendors").
Consistent behavior: Applies the same default across vendors, customers, and invoices.

SmartResearch: Skills

This release introduces Skills in SmartResearch — reusable workflows that a user defines once and runs again. A Skill captures what the analysis does, when to run it, how it runs, and what the output looks like. Users describe the workflow in plain language through the Skill Builder form; no code is required.

What's New

Skill Builder form: Opens beside the conversation to capture Name, Purpose, Trigger phrases, Defaults, Steps, and Output.
Chat and app triggers: Starts every Skills action from chat, with an app button for most actions.
Automatic draft saving: Saves progress automatically and keeps unsaved work as a draft.
Saved and draft states: Marks each Skill as Saved (runnable) or Draft (finish before running).
Automatic and on-demand runs: Runs automatically when a request matches a Skill's trigger phrases, or on demand from the library or chat.
Skills Library: Lists all Skills with search, sort (Recent or A–Z), and filter (All, Saved, Draft).
Edit and delete: Reopens a Skill in the Skill Builder to change it, or removes it permanently.
Suggestion chips: Offers ready-made field values that can be inserted and adjusted.

Notes

Skills are private to the user who creates them.
Skills run when invoked in a conversation or from the library.
Skills are saved to the user's account and are available in future conversations.

Connectors: Hourly PO and Contract Sync for Workday

This release introduces an automatic hourly sync of Purchase Order (PO) and Contract records from Workday, providing near-real-time data updates. The sync keeps PO and Contract data current when changes occur during processing—for example, when funds are added to a PO—so invoice processing automatically uses the latest data. All users can confirm data freshness using the last-sync timestamp displayed in the PO & Contracts tab.

What's New

Hourly incremental sync: Pulls PO and Contract records changed since the last successful sync, per enrolled Workday source.
Last-sync timestamp: Displays a read-only timestamp of the last PO and Contract sync in the user interface.
Concurrency handling: Defers to the main scheduled sync when it is already running on that source.

Notes

Sync timing is approximate. Although the sync frequency is one hour, it runs through a queued system and does not occur at exact one-hour intervals.
Applies to Workday PO and Contract objects. The main scheduled sync continues unchanged.

Connectors: Sync Success Email for Universal Connector

This release adds a success email for Universal Connector sync reconciliation. The email is sent each time a sync completes successfully, giving recipients confirmation that the run completed as expected. This feature is available only to Universal Connector users.

What's New

Success email: Sends a confirmation email after each sync run that reconciles cleanly.
Existing recipients: Uses the alert email distribution list already configured for failure notifications.
Distinct content: Uses a subject and body that differ from the failure alert.
One per run: Fires once per sync run, on confirmed clean completion.

Note: The notification uses the existing configuration.

Connectors: Mismatch Report Attached to Email for Universal Connector

This release updates the reconciliation error notification email for Universal Connector users. The email now includes the existing CSV mismatch report as an attachment, allowing the full distribution list to review mismatches immediately and make faster dunning decisions.

What’s New

Report attachment: Attaches the existing CSV mismatch report to the reconciliation error notification email.
Same file: Attaches the same file written to storage without reformatting.
Consistent delivery: Keeps the existing recipient list, subject, body, and storage behavior unchanged.

Note: This update applies only to reconciliation error emails for Universal Connector users.

2. Fixed Bugs

SmartResearch: Canceled and voided invoices inflated query results

Symptom: Invoice-related questions returned counts and dollar amounts that included canceled and voided invoices, producing inflated AP aging, outstanding invoices, and other invoice metrics.
Impact: Reported invoice counts and amounts were overstated and did not align with dashboard values, undermining confidence in AP aging and related figures.
Workaround: Users could explicitly ask to exclude canceled invoices in each query. With the fix, canceled and voided invoices are excluded by default and included only when a question explicitly requests them.

SmartResearch: Task assignee not returned in task breakdowns

Symptom: When asked for a breakdown of task assignments per person, SmartResearch reported that no assignee field existed and instead returned the task's sender or vendor.
Impact: Per-person task reporting was not usable, because vendor labels appeared where people's names were expected.
Workaround: No workaround was available. With the fix, task breakdowns return the actual assignee from the task record.

SmartResearch: Amount filter results are inconsistent with the selected criteria

Symptom: Questions that filtered documents by amount (for example, totals by currency, or invoices above a threshold) could return values that did not match system records, depending on how the question was phrased.
Impact: Results for amount-based questions could differ from dashboard values, requiring users to verify figures manually.
Workaround: Specify the exact amount field (for example, "total amount") and the intended filters in the question to return values that match the dashboard.

SmartResearch: Responses did not match system records in some queries

Symptom: Certain questions returned values that differed from the corresponding records displayed in the application.
Impact: Users could receive figures that did not match system records, reducing confidence in results.
Workaround: No workaround was available. Users could verify values against the application pages.

SmartResearch: Instance panel missing connection details

Symptom: The instance panel showed only the referenced SmartFlow instances and did not display the System of Record connection or mailbox associated with the instance.
Impact: Users could not confirm from the panel which data source the instance was connected to.
Workaround: No workaround was available. With the fix, the panel displays the System of Record connection and mailbox information when SmartFlow instances are selected during instance creation.

SmartResearch: Clarifying questions displayed in an unclear format

Symptom: When SmartResearch rephrased a request to confirm scope, the rephrased text was presented as a statement rather than as a single, clear question.
Impact: Users found it harder to confirm what the AI Agent was about to answer.
Workaround: No workaround was available.

SmartResearch: Sidebar width adjustment

Symptom: The sidebar width did not present content at a comfortable size.
Impact: Reduced readability of the sidebar content.
Workaround: No workaround was available.

Super Administration: ERP connection count showed zero for SmartResearch instances

Symptom: On the system connections page, a connection used by a SmartResearch instance displayed a "Used by" count of 0 even when active instances were using it.
Impact: The connection appeared unused, and the delete action was incorrectly available on connections that were in use. No data loss occurred.
Workaround: No workaround was available.

3. New Known Bugs

No new known bugs were reported in this release.