1. New and Updated Features
ERP Integration: Generic ERP connection option [9537]
When integrating Auditoria and your ERP, a new generic ERP connection has been created to add SFTP capability to the Auditoria ERP so that customers with on-premise ERP management can communicate and manage their data. For more information on this ERP connection option, ask your Customer Service Representative.
SmartGL: Prepaid invoices added [8932]
During the SmartGL process, vendor invoices for future services can be tracked as Prepaid invoices to help match the expense to the period in which the product or services occurred. For information on how to activate this feature, talk to your Auditoria Customer Success representative.
Vendor Invoice Data Extraction SmartFlow: Invoice Received date [8935]
During the Vendor Invoice Data Extraction SmartFlow, the Invoice Received date is added to the extraction process and can be viewed in the invoice record on the Data Management page.
Vendor Invoice Data Extraction SmartFlow: Service Period added [8534]
During the Vendor Invoice Data Extraction SmartFlow, you can configure the data extraction process so that the Service Period (if available on the vendor invoice) will also be extracted for an invoice. Service Periods can also be automatically calculated based on the Invoice Date if no period is identified. To set up this option, talk to your Auditoria Customer Success representative.
SmartVendor: SmartBot Activity Report [8611]
During the SmartVendor process, you can view a report of with a summary of all vendor emails received and the Auditoria SmartBot responses. The report is downloadable in the SmartVendor page.
SmartGL : Exclude Draft Invoices [6255]
During the SmartGL process, draft invoices are automatically accrued at the end of the month. This process had been updated to provide the option for users to review the draft invoice information to prevent accrual from occurring twice for an invoice if provided by a supplier through a reach out email.
2. Fixed Bugs
Resolved: AP Helpdesk: Update enrollment checks [9351]
Resolved: SmartVendor: SmartBot Activity Report errors [9617]
Resolved: SmartVendor: Time zone added to SmartBot report [9610]
Resolved: Vendor Invoice Data Extraction: Invoice dates not generated [9592]
Resolved: SmartCollections: Duplicate tasks for invoice copy request [9506]
Resolved: Vendor Invoice Data Extraction: Item Amount format update [9478]
Resolved: Vendor Invoice Data Extraction: Service Period not extracted [9434]
3. New Known Bugs
SmartCollections: Dunning emails labeled from reactive account [9633]
Symptom: When two dunning emails received during the SmartCollections flow, one email from the regular account and one email from a reactive account, the account is classified as a Reactive Account.
Impact: Regular account mislabeled as Reactive Account.
Workaround: None.
SmartCollections: Request for Invoice Task not generated [9589]
Symptom: During the SmartCollections flow, a customer request for an Invoice Task is not being completed when an invoice copy is not available. SmartBots label the request as Needs Human Attention, rather than completing the requested Invoice Task.
Impact: Task requested by customer not completed.
Workaround: None.