Notifications for Manual Reviews

June 15th, 2021

Would you like to use Semantik as a headless operation? Are you hesitant that if you automate the whole enchilada, you might miss something important? Maybe drop an invoice and forget to pay someone? Yikes!

Well, you can go to sleep at night now without your Calm app gently guiding you to let go of your anxiety about missing a payment. As of today, you can subscribe to events in Semantik that will notify you when an invoice needs a little human attention. If and when you get a notification, you can pop Semantik open, take a quick look, and move on with your day in a quick minute.

We don’t often create features that we hope you don’t need. In this case, we would prefer if an invoice never needed a manual review. However, sometimes the system isn’t sure that it can extract everything important correctly. This is where your manual review comes in.

Notifications are sent via a webhook event. Please refer to our Event Webhooks document for more information.

Document Details Panel

June 8th, 2021

Context is everything. We believe this so thoroughly that we’ve bet our business on it. The difference between a thriving and a failing organization is the ability to understand market context and respond appropriately.

Our vision for Semantik goes beyond processing invoices, automating business processes, and saving you money. We are building Semantik to give you a more complete understanding of your business operations and the market you serve.

Context for an AP department starts with an invoice: Where did it come from? When was it imported? Is there anything unusual about it?

In service of our goal to provide you with a more complete understanding of your business, we have added a new “Document Details Panel”. On the far right side of the Review page, you will see a vertical bar. By clicking on the “information” icon, you will see the invoice’s metadata.

Soon, we plan on adding notifications to this panel that will alert you to things that may need your attention.

Disabling and Deleting Users

June 8th, 2021

Any good enterprise solution must provide its customers a way to manage users in the app. Before today, Semantik was a good enterprise solution with no user management. We knew this was not up to snuff and finally found the time to fix it. As of today, you can now delete and disable Semantik users. If you click on the new settings icon at the top of the app, you will see an option called “Users''. It is there that you will find the new functionality.

There are many reasons you may want to remove or disable a user. Maybe your team has changed. Maybe someone has left the company. Maybe you were just kicking the tires of your new AP software solution and you left a few fictional users behind. We don’t care why you want to remove or disable users. This is normal. And now it’s a simple three clicks to do it.

Manual Document Rotation

June 4, 2021

Sometimes a document comes in that was scanned sideways. Until now, you had to turn your head sideways to review (or re-import a newly scanned document). It didn’t seem to us that these workarounds were very helpful. We don’t like it when you have to manually review anything. (We prefer everything to flow through automatically.) But if you have to do a manual review, we want it to be quick and we want it to support good posture.

On the odd chance that a document comes in sideways, you can now rotate it with a quick click of a button to turn it right-side-up. This will not affect the export but it will make your neck feel better.

Easier Line Item (Table) Editing

June 2, 2021

Tables are a part of most invoices. We have been working on our AI to automatically extract line items from tables and push your invoices downstream with no manual intervention at all. Most of the time it works. Sometimes, though, something happens and you will want to go into the table to fix a thing or two. When this happens, we want it to be as quick and painless as possible. That is why we’ve been working on easy line item editing within Semantik.

As of today, you can:

Clear multiple cells with the delete key or through the context menu:

Delete multiple columns or rows with the context menu:

Delete multiple columns or rows with a context menu by selecting a cell block:

Delete columns and rows with a new delete button:

Hopefully you will never need to use these actions. However, in the event that you do, it should be quick and painless for you.

Dynamic Vendor Syncing

June 1st, 2021

Imports and exports. Who does this anymore? Most digital tools today are smart enough to just get the data it needs when it needs it. No action required. In those cases where a user has to do something, it’s a simple drag and drop. And it’s fabulous.

We’ve been asking you to import your vendor list. Which is fine until you add a new vendor to your list. Then you have to import it again. Once is fine. Twice is ok. Three times starts to get a little tedious. What is really irksome, though, is that invoices failed to automatically match to a new vendor if you forgot (or just didn't have time) to upload a new list.

Today we released a new capability that allows you to automatically synchronize your vendor list to Semantik. If you have a new vendor, just add them to your list and let your sync process handle the rest. No more importing business and no more invoices stuck in a backlog because they don’t have an associated vendor.

We hope that this not only makes things easier for our operators, but ensures a more efficient bill pay process as well.

Please see our documentation to help you set yourself up for automatic vendor syncing.

New Feature: New Invoice Fields

May 21, 2021

As mentioned in our previous post, we strive to meet the unique needs of each business we serve out of the box. Each of our customers need to track different data from its invoices. We have now added support for three additional fields:

  1. Memo

  2. Service Start Date

  3. Service End Date

These fields can be used for extracting and tracking information that pertains to start/end dates for licensing, subscripts, terms, etc.

These changes move us even closer to being a truly turnkey solution which any business can benefit from immediately. Please note, these new fields are disabled by default. If you want to use them you will need to turn them on in your field settings (Settings > Fields).

New Feature: New Vendor Fields

May 21, 2021

Not all organizations are the same. Each company has its own unique needs. We recognize this and strive to make Semantik flexible in how it processes your invoice. In service of this goal, you can now include five new fields in your Vendor List CSV file:

  1. TaxID

  2. GLCode

  3. Department

  4. Memo

  5. Approver

If you download our schema you will see these new fields included in the file. Of course, we will extract and export all fields that you choose to include. If you use webhooks, you will want to include any new fields in your payload. (Please note that the tax field is called “TaxId” in the schema and webhook export data.)

New Feature: A New Power Automate Connector

May 18, 2021

Accounts payable just got even easier for those of you using Microsoft Power Automate to streamline your workflows. Our new connector (Ephesoft Semantik For Invoices) already has its first flow (Semantik Invoice To CSV) that eliminates the tedious task of saving approved invoices to your OneDrive for Business.

You can find the new flow under the Connectors tab in Power Automate. (Listed with the "Premium Connectors".) Connector documentation will quickly get you started.

We look forward to brining you more workflow solutions soon.

Improved Experience: Updated Settings & Logout Placement

May 17, 2021

You may have noticed a slight change we made to the Semantik header.

We moved "Settings"!

  • Instead of having "Settings" next to the "Review" tab, we moved it over to the right as a gear icon. Settings isn't a place where our users will spend much time post onboarding, so we wanted to disconnect it from the Dashboard and Review tab.

User Dropdown w/ Logout

  • We made a minor change to how users log out. Just click on the icon with your initials and you can select "Logout"

New Feature: Improved Table Editing

May 10, 2021

As part of our ongoing effort to make table extraction more powerful, we've released some new Table Editing capabilities 🎉 . You can now insert and delete columns and rows by clicking on contextual menus in your table. It is very quick and should be familiar to anyone who has used a spreadsheet program before.

Why is this important?

  • Table Accuracy - We like to think that our AI is pretty rad. But if it ever overlooks a column or row in your table, you need to be able to manually add it back in.

  • Table Speed - If we've added a row or column that you do not need, why send it downstream? Remove it and capture only what your business needs. A simpler table is easier to review.

How do you get started?
Next time you are reviewing a table, hover above the header or to the left of the table and you will see a "+" icon appear. By clicking on this icon, you will insert new columns or rows.

New Feature: Introducing our Document Upload API & API Key Authentication

April 28, 2021

That’s right, we now have a second way to upload an invoice into Semantik!

Why is this important?
Previously, you could only import invoices into Semantik via email. This can end up being quite cumbersome in a number of ways and prevented our clients and partners from streamlining invoice ingestion.

How are we solving the problem?

We have officially released our Document Upload API with API key authentication, which enables clients to upload invoices into Semantik via API. Our APIs require API key authentication, so you'll need to "Create an API Key" prior to using the API. With that, we also added "Ingestion ID" as an available field on the export. As a result, you can easily reconcile what came in via API also got processed and exported successfully.

See our doc site and developer site for more information.

Improved Experience: Preventing the Completion of an Invoice if the Data Type is Incorrect

April 26, 2021

Our engineering team has been hard at work making sure bad data doesn't flow into your downstream systems. As a result, we now prevent you from completing the invoice review if a field doesn't match the correct data type.

Why is this important?

Simply put, we're reducing the incidence of poor data flowing into an ERP.

Updated Microsoft PowerAutomate Example: We've updated our .CSV example in Github

April 20, 2021

If you're creating a CSV using Microsoft PowerAutomate, we've made some changes to better support our table output.

Why is this important?

If you need a CSV output with line item data to send to your downstream systems, head on over to our github repo for the latest update.

New Feature: We've added support for more fields!

April 14, 2021

You want it, we've got it! We want to make sure we're continuing to enable more AP automation and support for our clients. As a result, we've added a few fields that can be manually entered for each invoice. By default, these fields are turned off in your settings. If you want to utilize them, just head on over to the "Fields" screen and turn them on.

Invoice Fields we've added

  • Service Start Date & Service End Date

    • If your invoice has a contract start/end date, service start/end date, subscription start/end date, etc. This is your field. It can help your downstream system calculate the amortization schedule.

  • Memo

    • So many of you have asked for a free text memo / notes field. Now you have it.

Line Item Fields we've added

If you need to GL code at the line item level, specify a department for the item or add a note, you can now do that with ease.

  • GL Code

  • Department

  • Memo

Vendor List .CSV Available Fields we've added

We've added more fields to the vendor upload template. If you want to associate a GL Code, Department, or include a standard Memo for a vendor, you can use these instead of Custom 1-5. Additionally, if there is a particular approver that should be assigned to an invoice prior to bill pay, then you're able to set this field as well.

Added fields:

  • Approver

  • GL Code

  • Department

  • Memo

Improved Experience: Preventing Autosuggestions on the Review UI

April 1, 2021

You no longer will see any field level autosuggestions on the UI.

Why is this important?

  • If you previously edited a field on the Review UI and you needed to edit the same field for a different invoice, you may have seen the browser autosuggests your previous value. Clearly the suggestion won't be accurate. As a result, we've removed all autosuggestions on the Review UI.

New Feature: Automatic Table Line Item Extraction

February 19, 2021

We've just introduced automatic table line item extraction! Semantik Invoice will now automatically extract line items from your invoice based on your enabled extraction fields. This means that invoices with tables may flow through the system with no interaction!

Why is this important?

  • Faster Data Capture — You no longer need to draw a box to capture line items during review, Semantik will do it for you.

  • Minimal Configuration — Setting up automatic extraction is super simple! Just enable the line items you want to extract once, and Semantik will take care of the rest.

  • Data Verification — If Semantik is unable to automatically capture the line items for any reason, you can still do it manually, by clicking and drawing a box around the items to be captured.

Check out automatic table extraction to learn more.

New Feature: Manually Capture Tables

Sept 28, 2020

Most tables are simple. Some tables are complicated. We say, all tables should be easy to process. However, our AI is still young and learning which means that complicated tables can sometimes gum up the works. If this happens, you will probably want to extract the table again.

Before today, you had to delete and re-upload the invoice to do this. Now, you can simply extract the table with a few clicks in your review screen.

For step-by-step instructions, please see our help article “Manually Capturing Tables”.

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