Explore

6.6 Features

Core Functionality

Small improvements to branching UX

Resizing the PDF in processing is now more snappier and quicker to use?

Non-Quotes, No Attachments, Duplicates, Hazardous filtered out to a new exception view

Switching between multiple files inside a transactions made easier

Deeplinks always load regardless of active filters

Queue creation upon bulk execution is no longer mandatory

Sorting is allowed only for relevant fields to improve performance

Support for processing HTML attachments is added

Hovering the quick filters statistics shows the full number

Transactions assigned to a team are visible when filtering by a user included in the team

Reporting

Weekly status added as a base view for all workflows

Subject format updated for reporting emails

Sender email can be configured for reporting emails

Quote AI

New quote templates are in Sales dashboard

Document and Audit made of Quote AI clients to understand rate configurations better

Minor UX refinements to the React App

AP Automation

Reject - button functionality improved

Reject - error email template updated to match existing UI

Setup of status filters and default view for testing in Preprod

Refresh Accruals - button added

Re-execution logic updated for Review State

Mark as Reviewed - button now working as designed

Testing

Client regression test suite implementation - phase 1

Automate split document state testing

Automate save and execute testing in create payload State

Settings

New Screen - Rule Engine

New Screen - Templates for Rule Engine

New Screen - TMS Mapping (comparison configuration)

Merged standard fields page into base views, eliminating 1 config screen

Merged custom config into schedule, eliminating 1 config screen

Prompt Screen usability improved

Rule order swapping for Rule Engine

Admins can set a default workflow to be loaded upon login

Transformation functions can be tested without running the flow from settings

Keys can be bulk added to mapping configurations

AI

Prompt that extracts standardized fields from Commercial Invoices added, so that downstream tasks can use that information

Utilization of multimodal LLMs for extraction added for cost reduction, speed improvement and utilizing the latest AI concepts

Backend

Inconsistent timezone data in "automation_customer" collection

Base Views – Segregate Pipeline Execution Logic from base views to transformation layer

Analyze and Identify Embedded Transformation Functions in Codebase

Segregate Transformation Logic from Flow Code – Phase 1

Scope Query Templates by Automation Customer ID & Operation ID

Constraint config for Address parser in data dictionary

Add base view dropdown in transformation when report pipeline is selected

Refactor

Refactor our scheduling component

Refactor local storage and migration into ngRx store

Format all frontend files with the prettier config for consistent formatting

REFACTOR - Workflow Configuration: Send Only Required Fields in Payload

Enhancing Subkey Customization for Quote-Type Specific Configurations

Bug Fixes

Empty attachments in Email template after

quote.ai⁠

(Outlook issue)

Client selection and dashboard access not working for Rippey Analyst in QA environment

Hidden States Toggle Not Persisting After Logout/Login

Change in Page Title in QA env for Processing page

Update Rule Engine Tab Permission for Admin in AP Automation

Transformation Identifier is allowed to be created without selecting a Base View under Report Pipeline

New bot email cannot be configured in the old dashboard

URL shows "undefined" instead of instance id

Processing Page does not refresh as expected

Multiple Transactions Get Highlighted in Sidebar on Selection

New Base View not appearing on top of dropdown + Deactivate button not working

Sidebar and Active File UI Missing Error Indicators for Validation Failures

Unable to Save in Define State

Filters Missing After File Upload

Unclear Un-Review Action – No Tooltip or Visual Indicator on “Invoice Reviewed” Button

Invoice Remains Editable After Marking as Reviewed (Until Manual Refresh)

Activate/Deactivate button is hidden in Client Profile page

Object Creation with Existing ID Overwrites Existing Data Instead of Throwing Error

Business View checkbox is displayed in every stage

Duplicate Template Name Allowed

Deactivated workflows are appearing in the workflow dropdown

Incorrect Client Shown in Processing After Selecting a Different Client

The dropdown is persisting the previous value when the actual value is empty and should not show any default value

Payload is not being send while adding new secret

QA env url is redirecting incorrectly

Change in Page Title in QA env

"Go to Processing" Button Also Triggers Underlying Row Navigation after bulk execution in Overview Page

Bot email Address is not showing in the Assigned Clients BOT Email Pop up

Mandatory fields from keymap configurations are not reflected in quote ai react app

Unexpected Redirect in Dashboard When Switching Screens Quickly

Bot Email Addresses Popup — Sorting Issue

Uploading new file doesn't update the view with the uploaded file

Extraction fails for Emails when using Claude AI

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