Release 26.7.2 - July 27, 2026

Written by Uday Kumar Updated August 10, 2026 08:58

Executive Summary

Release 26.7.2 delivers configuration and workflow improvements across AP Invoices and SmartResearch. The AP Invoices updates extend SmartVendor Template configuration across additional fields and escalate the invoice total check to a blocking validation before invoices are written to the system of record (SoR). SmartResearch adds per-user personalization, a single-click export of complete results, and a new data source for supplier payment risk analysis.

AP Invoices – SmartVendor Templates Enhancements: Requires a fallback selection before a template can be saved, extends purchase order (PO) and supplier contract override to all PO- and contract-linked fields, adds per-field Predictive Coding control for dropdown fields, and adds an Extract from Bill File option to Entity settings. Template setup now covers more of the invoice record and requires fewer manual corrections.
AP Invoices – Hard Stop Validation: Escalates the Total Amount mismatch check on Write to SoR from a dismissible soft warning to a non-bypassable blocking error. Invoices with a mismatch are identified by number so users can correct the amounts, and the check applies to both individual and bulk write operations.
SmartResearch – User Preferences (Profile and Business Context): Adds per-user Profile and Business Context preferences so role, response tailoring, and default scoping — entity, time range, and fiscal year start month — apply automatically across conversations without being restated each time.
SmartResearch – One-Click Export to Word and PDF: Adds a single-click export that packages the summary, chart, and data table into a Word (.docx) or PDF document from the SmartResearch result panel, so complete findings can be shared without manual assembly.
SmartResearch – Remit-To Connection Visibility for Payment Risk: Extends the SmartResearch data pipeline to include remit-to connection counts and active or inactive status per supplier, so AP teams can identify suppliers carrying inactive remit-to connections.

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

1. New and Updated Features

AP Invoices: SmartVendor Templates Enhancements

This release enhances SmartVendor Templates with four updates: mandatory fallback selection on save, Purchase Order and Supplier Contract override coverage for all mapped fields, per-field Predictive Coding control for dropdown fields, and entity extraction from the bill file.

As part of this release, Purchase Order and Supplier Contract override settings have moved out of SmartFlow Config into SmartVendor Templates. Predictive Coding for Entity fields has also moved from the Entity fallback dropdown to the standard Allow Predictive Coding checkbox.

What’s New

Mandatory fallback on save: Templates can no longer be saved if an enabled field is missing a fallback selection. The Fallback column is marked with a red asterisk, and a toast error lists any fields that need attention.
Purchase Order / Supplier Contract override for all mapped fields: The Allow Override with PO/Contract Value checkbox now appears for every field mapped to a purchase order or supplier contract — header and line level, standard and extended. Previously, this was limited to a set of standard line-level fields. The override controls previously in Smartflow Configuration have been removed; override behavior is now managed only in SmartVendor Templates.
Predictive Coding — per-field control: Every eligible dropdown field now has its own Allow Predictive Coding checkbox, giving you control over which fields use predictive values. The checkbox is cleared by default for new fields. Fields already using Predictive Coding remain enabled for customers migrated from Smartflow Configuration.

Predictive Coding is available for driving worktag fields. For related worktag fields, the checkbox is shown cleared and disabled. It is not available for functionality-type fields such as Bank Details Verification.
Entity resolution updates: A new Extract from bill and match option is now available in the Entity fallback dropdown, enabling entity resolution directly from the bill document. A corresponding Extract from Bill File checkbox has been added to Entity settings. Selecting the checkbox auto-selects this fallback option, and selecting a different fallback clears the checkbox. Predictive Coding has been removed from the Entity fallback dropdown and is now configured through the Allow Predictive Coding checkbox, consistent with all other fields.

Notes

Fields that do not have a fallback option are not affected by the fallback validation.
Purchase Order / Supplier Contract override for all mapped fields applies to newly provisioned tenants and to existing tenants as additional fields are linked to a PO or Supplier Contract over time.
Predictive Coding applies to driving worktag fields. For related worktag fields, the checkbox is shown cleared and disabled.
Predictive Coding is not available for functionality-type fields such as Bank Details Verification.

This feature is available in Early Availability (EA) 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 Invoices: Hard Stop Validation

The Total Amount mismatch check on Write to SoR has been elevated from a dismissible soft warning to a blocking hard stop. The system now prevents invoices from being written to the System of Record when Net Amount + Tax + Freight does not equal Total Amount, requiring the user to correct the discrepancy before proceeding.

What’s New

Blocking error modal: displays a hard stop error when the validation fails. The hard stop cannot be bypassed or overridden by any user role.
Evaluated first: hard stop runs before soft warnings; if it fails, soft warnings are not shown.
Freight setting aware: checks Net + Tax + Freight = Total when enabled; Net + Tax = Total when disabled (default).
Bulk Write to SoR: each document validated independently; failing invoices are blocked and listed by number.
Soft warning replaced: the total mismatch is removed from the soft warning set; all other soft warnings unchanged.

SmartResearch: User Preferences for Profile and Business Context

A new User Preferences screen, accessible from the left sidebar, lets you configure your profile and default business context once. Every conversation is then tailored automatically, without your having to restate context each time.

What's New

Profile tab: Captures your role at work, the accounting work function that best describes your work (single-select dropdown — for example, Accounts Payable), and free-text response guidance such as preferred date format, currency symbol, and citation style.
Business Context tab: Captures three defaults.
- Entity — multi-select from the ERP entity master. Default: All entities.
- Time range — default window for time-ambiguous queries. Default: Last 30 days.
- Fiscal year start month — used for "this FY" and quarter calculations. Default: inherits the tenant setting when one is configured; otherwise January.
Reset to defaults: The Business Context tab includes a Reset to defaults action.
Additive Profile guidance: Free-text Profile guidance is layered on top of Auditoria's core response guidelines and does not override them.
Query-level override: Business Context values are defaults only. An explicit value in your query takes precedence over the saved preference for that query.
Transparency in responses: Any response that relied on a Business Context preference states the applied context — for example, "DPO over the last 30 days, all entities."

SmartResearch: One-Click Export to Word and PDF

SmartResearch now supports one-click export of the full analysis artifact — summary text, chart, and data table — as a single, shareable document. Previously, export was limited to tables and charts as PNG images. Users can now share complete analysis results with colleagues and management without manual copy-paste.

What's New

Single Export action: A single Export button on the SmartResearch result panel triggers the export.
Word (.docx) output: The primary format. The Word export contains the summary, the chart embedded as an image, and the table as a native Word table rather than an image. The layout is editable.
PDF output: The same export action supports PDF as a non-editable, print-ready format.
Included content: Both formats include the summary or narrative text, the chart, the data table, the Auditoria-branded header, the report name, the filters or scope applied (for example, date range and entity), and a disclaimer footer.
Prompt excluded by design: The query used to generate the analysis is not included in the export.
Chart type coverage: Export is supported for bar, line, and donut charts, and for table-only results.
Layout integrity: Chart and table content is preserved in both formats without truncation or layout breaks.
File naming: Files are named using the report name and a date — for example, SR_AROperationsDashboard_2026-07-15.docx.

SmartResearch: Remit-To Connection Visibility for Payment Risk

SmartResearch can now report remit-to connection details for suppliers, including whether any connections are flagged inactive. Previously, SmartResearch could not return this information because the required fields were not in its data pipeline. This update extends SmartResearch ingestion to add those fields, so AP teams can identify suppliers carrying inactive remit-to connections.

What's New

Remit-to connection count per vendor: SmartResearch can return the total number of remit-to connections for any supplier.
Inactive flag: SmartResearch can identify whether any remit-to connections for a given supplier are flagged inactive.
Top vendors by remit-to connections: SmartResearch can rank suppliers by remit-to connection volume to surface concentration risk.
Data sources: Workday — AP Vendor Bills, Vendor Intelligence.

2. Fixed Bugs

No fixed bugs were reported in this release.

3. New Known Bugs

No new known bugs were reported in this release.