Release – February 24, 2019

32 views February 13, 2020 hlb1219 0

AvidXchange Strongroom strives to create a product that is easy to use, high performing and provides you with significant value. The purpose of these release notes is to notify you of the changes made and the expected release date.

What’s New?

Reporting

Live Invoice Counts at Service Level Statuses (18704 / S27424)

  1. The Live Invoice Counts at Service Level Statuses report was updated to consolidate multiple row entries. Previously, more than one (1) entry with the same company tag would appear in the report.
  2. From the Portal site, select the Portal Admin tab, and then select Reports from the drop-down menu option.
  3. On the left-hand side of the screen, under the Reports by Category section, select Service Audit.
  4. Click the Run Report link located next to the Live Invoice Counts at Service Level Statuses.
  5. When the Live Invoice Counts at Service Level Statuses section appears, under the Report Search Criteria section, select  Yes from the drop-down menu option for the following Argument Name columns:
    1. Group by Client
    2. Pivot Data by Status
    3. Tag
  6. The report will render and consolidate the invoice counts with the company tags per client.

Missing Invoice Alerts Summary Report (22832)

The Missing Invoice Summary Report has been updated to include the default payment type.

  1. From a Payables Lockbox Reports menu, select Missing Invoice Alerts.
  2. Click Run Report for “Missing Invoice Alerts Summary.”
  3. Select the “Report Search Criteria” and click the Run Report button.
  4. A Sort-able column for default Payment Type has been added to the report. The export will also include the Payment Type.

Change Log

Type

(tracking#)

Module Details

Defect

7498

AppFolio

Integration

Updated the logic to ensure that the Invoice ID in the invoice file and payment file that have been downloaded and then re-uploaded into AppFolio have Invoice IDs that stay in sync.

Defect

24221

Invoice

Change Date updated to no longer differ between My Invoices page and Vendor Info tab in Invoice Details.

 

Defect

24199

Invoice Updated the logic for Invoice Audit – End User Invoice Audit Reports Time of Rejection to be based on the user’s time zone. Previously, the time displayed was UTC time.

Defect

31074

System Added system logs for the transfer of payment function so that issues can be logged and reviewed internally.

 

Appendix A: New Forms

New Signature Setup Form

New Bank Setup Form

 

 

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