Executive Summary

Release 26.9.2 delivers updates across AP Invoices and Composite SOR.

• AP Invoices – Automatic Document Distribution: Every incoming invoice arrives with an owner, set by rules a Super Admin defines. Unassigned documents can be manually assigned to users.
• AP Invoices – Validation and Auto-population of Supplier Connection: This option is now available inside SmartVendor Templates as well. Users on SmartVendor Templates control the feature from there.
• Composite SOR – Sync managed by the composite: A source that feeds a Composite SOR is refreshed when the composite syncs, and no longer runs a sync of its own.

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

1. New and Updated Features

AP Invoices: Automatic Document Distribution

This release brings Automatic Document Distribution in AP Invoices to General Availability. A new Assignee field is introduced with it, so every incoming invoice carries an owner instead of sitting in a shared queue. It is configuration driven: a Super Admin opts in, then builds the rules that decide who gets what. An analyst can also pick up an unassigned document in one click, and see which rule assigned it.

What's New

1. Turning Document Distribution on

A Super Admin turns it on for each agent or SmartFlow configuration, and it can be left off for a team that is not ready for it.

• Where to find it: Open the agent co-worker, then Define capabilities and Document intake. If you are not using agent co-workers, the same option is in your SmartFlow configuration. The setting is Set up distribution rules for incoming documents in both places.
• Required. Document Distribution runs against the rules you have created. A Super Admin has to create those rules first, and an invoice is assigned when it matches one of them.
• Not Required. Document Distribution does not run, no assignee is set, and the Assignee field is hidden. You cannot create rules while it is set to Not Required. Policies and rules created earlier are kept in place, not deleted, so turning the setting back on restores them.

The distribution setting on the Document intake step of the agent co-worker

2. Setting up your distribution rules

Once distribution is on, a Super Admin builds the policy that decides who gets what. It works across Workday, NetSuite, Coupa, Sage, the Universal Connector and Composite SOR setups.

• Where to find it: Under Administration in Settings, the option is Automatic Task and Document Distribution. It is called Automatic Document Distribution only on a tenant that runs AP Invoices on its own. A tenant that also runs AP Helpdesk, whether on the same agent or separate ones, always sees Automatic Task and Document Distribution.
• Who can set it up: Creating and editing policies, rules and teams needs Super Admin access.

3. Working an assigned document

A document has to have an owner before anyone can act on it. Only the assignee can edit an assigned document, and anyone else has to have it reassigned to them first.

• Why actions are unavailable: On an unassigned document the actions are greyed out and read Document must be assigned. On a document owned by someone else they read This document is not assigned to you. Document History is always available.
• The banner: An unassigned document carries a banner on the Document Details page and in the AP Workcenter. It reads This document must be assigned before you can take any actions.
• Assign to Me: A button beside the banner assigns the document to you. The banner clears once the document has an assignee.
• Who can reassign: A Super Admin or a P2P Manager can reassign any document to any eligible user, or clear the assignee. A P2P Agent can pick up an unassigned document and can clear the assignee to unassign themselves, but cannot hand a document to someone else.
• Reassigning several at once: Select documents in list view and use Actions to reassign them together.

4. Seeing where work sits

• The Assignee column: Available on Active Data, Written to SoR and Dismissed Documents through Edit Columns, filterable, and included in the download report.
• Your own queue first: Each tab opens filtered to documents assigned to you, plus unassigned ones. Clear the filter to see everything.
• Team workload: Team Management now shows Open Documents beside the existing task counts, per team and per member. One person holding far more than the rest usually means a rule above yours is catching everything.

Open Documents beside Open Tasks in Team Management

5. Rule and policy attribution in document history

The document history now shows which rule assigned a document, so you can see why it came to you.

• Determined By: This entry names the rule and the policy that made the assignment, for example Rule DR-16 with Policy DP-1.

Automatic Document Distribution is generally available. The agent co-worker screens described above are in Early Availability, so they are visible only to organizations that have agent co-workers configured. The same setting in your SmartFlow configuration is generally available. To have agent co-workers enabled, contact your Customer Success Manager or Auditoria support at support@auditoria.ai.

AP Invoices: Validation and Auto-population of Supplier Connection

Validation and Auto-population of Supplier Connection is now available in SmartVendor Templates. A Super Admin turns it on when the business needs it, so the feature is opt-in. Once it is on, the remit-to connection is validated and filled where the agent can determine it, instead of an analyst setting it on every invoice.

What's New

• Where to find it: Open the agent co-worker, then Define capabilities, the AP Invoices tab, and Field extraction.
• The functionality: Validation and Auto-population of Supplier Connection appears as a Functionality row with its own checkbox. Switching it on brings the field beneath it into use.
• Remit to Connection: The field sits under that functionality as a standard header field, shown as a dropdown.
• Existing setups: This was previously in the SmartFlow configuration, and under the Written to SoR tab in Define capabilities for the agent co-worker. Organizations already using it see the field in SmartVendor Templates automatically once the release is live.
• Predictive coding: It can be turned on for the field, and is off until you turn it on.

Remit to Connection under its functionality in the invoice template

Validation and Auto-population of Supplier Connection is generally available. It is set up on the agent co-worker, which is currently in Early Availability, so the screens described above are visible only to organizations that have agent co-workers configured. To have agent co-workers enabled, contact your Customer Success Manager or Auditoria support at support@auditoria.ai.

Composite SOR: Contributing Sources Sync with the Composite

This release makes the Composite SOR the only sync path for the sources that feed it. An administrator who manages a Composite SOR no longer has two schedules to reconcile, because a contributing source is refreshed whenever the composite syncs and no longer runs a sync of its own.

What's New

• Where to find it: Open System Settings and your existing connections. A contributing source shows Used by N Composite SOR on its card, which tells you the composite that now governs its sync.
• One sync path: A source that belongs to a Composite SOR is synced only through that composite. Its own scheduled sync no longer runs, so the source is no longer synced twice.
• Manual sync moves to the composite: On a contributing source the sync control is disabled. Sync the Composite SOR to refresh it.
• Sources that also feed an agent: These are included as well. Their data is refreshed on the composite's schedule.
• Nothing enrolled is lost: The record types enrolled on a contributing source are included in the composite's run.

This change applies to organizations using Composite SOR, which is currently in Early Availability. To have it enabled, contact your Customer Success Manager or Auditoria support at support@auditoria.ai.

2. Fixed Bugs

No fixed bugs were reported in this release.

3. New Known Bugs

No new known bugs were reported in this release.