Planned
7Committed and queued
Redesign User Management
We plan to simplify user administration in the DataServ application with a clearer experience, stronger auditability,...
AI-generated Default Coding suggestions
Modernize Default Coding and provide AI-generated coding suggestions that users can review before applying.
Dashboard visualizations based on saved searches
Users will be able to turn saved-search results into dashboard visualizations for faster monitoring of important work.
Redesign the AutoVouch Exception Form
We plan to streamline AutoVouch exception handling with clearer information and more efficient actions for resolving...
AI-assisted routing recommendations
DataServ's SAFE AI will suggest routing rules based on recurring assignment patterns, with user review before a...
Enter one invoice rejection note for AP and the vendor
Users will be able to enter a rejection reason once and use it for both AP context and vendor communication.
Continue retrying AutoVouch after an exception alert
AutoVouch will continue retrying eligible invoices after users are notified about an exception, reducing unnecessary...
In Progress
6Actively being built
e-Invoicing for France
DataServ is adding support for France e-invoicing requirements and applicable invoice workflows.
User Management API endpoints
New API endpoints will support secure, programmatic user administration and lifecycle management. Users will be able to...
Embed Analytics widgets on the dashboard
Users will be able to place up to 6 selected Analytics widgets on the main dashboard so important metrics are visible...
Upgrade Initial Routing to enable future AI-generated Routing Recommendations
We are modernizing initial routing to improve flexibility and establish the foundation for future AI-assisted routing...
Empower users to investigate how to increase their AutoVouch rates
New self-service analytics dashboard that will help teams identify why invoices don't AutoVouch successfully and where...
Approver productivity insights for administrators
We are adding an Analytics dashboard that help administrators understand approver workload, throughput, and...
Done
13Recently shipped
Tag colleagues in Document Viewer discussions
Users can tag colleagues in Document Viewer discussions to bring the right people into the conversation for a specific...
e-Invoicing for Belgium
DataServ supports Belgium e-invoicing requirements for applicable invoice workflows. Please contact your CSAM or...
Capture tariffs for invoices
Invoice processing can capture tariff-related charges and information where required. Please contact your CSAM or...
e-Invoicing for Mexico
DataServ supports Mexico e-invoicing requirements for applicable invoice workflows and added SAFE AI capabilities to...
Additional AutoVouch match sets
Clients can configure additional AutoVouch match sets to support more purchasing and invoice scenarios. Please contact...
Last-login visibility in User Management reports
User Management reporting now includes each user's last login, improving account oversight. The last login column is...
Header PO cascade for single-PO invoices
For single-PO invoices with multiple lines, when the PO is updated, the PO will automatically update for all lines,...
Run AutoVouch on demand for an individual document
Users can initiate AutoVouch for an individual document when needed and receive in-app notifications about processing...
e-Invoicing for Poland
DataServ supports Poland e-invoicing requirements for applicable invoice workflows. Please contact your CSAM or...
External API for data loads and extracts
The external DataServ API supports programmatic data loads and extracts, enabling more flexible system integrations on...
Retrieve document images as PDFs through the API
A new API endpoint lets authorized integrations retrieve document images as PDF files when the document is in a status...
Downloaded invoice PDFs use the invoice number
Downloaded invoice PDFs now use the invoice number as the file name, making files easier to identify, organize, and...
Return dates for out-of-office assignments
Out-of-office assignments now support a start and return date so delegated work can automatically return to the...