Statement Matching in Yoga

Yoga for FSM simplifies statement reconciliation by centralizing vendor statement review, line matching, and vendor communication in a single, streamlined workflow.

In the demo below, Senior Developer Paul Bridgden walks through how Yoga's Statement Reconciliation feature provides a workload overview through summary cards — displaying statements by review status, reconciled count, disputes, and matched amounts.

As statements are opened, Yoga automatically matches each line against AP records, flagging confirmed matches with direct links to source documents and surfacing unmatched lines for resolution. From any row, AP teams can accrue, match, or ignore in a single click — and a built-in research tool allows quick lookup by invoice number, amount, PO, or payment when a closer look is needed.

For lines that can't be reconciled internally, Yoga enables direct vendor outreach without leaving the statement by auto-generating a pre-populated email with a full status table for each line. The email can be fully customized before sending.

By replacing manual cross-referencing and email chains with automated matching and integrated vendor communication, organizations can reduce time spent on reconciliation and improve accuracy — giving AP teams a clear view of every statement from intake to resolution.

What you'll see in the demo

• Summary cards — Instant workload overview: statements needing review, reconciled, disputed, matched lines and amounts
• Statement list — Organized by status, vendor, and age; filter on every column
• Statement workspace — Vendor, statement date, account number, and status in one place
• Automatic line matching — Green checks link to source AP documents; unmatched lines surfaced for action
• One-click actions — Accrue, match, or ignore from any row
• Research tool — Search AP by invoice number, amount, PO, or payment to confirm a match
• Vendor email — Send a pre-built status table to the vendor without leaving Yoga; customize wording before send
  
  

 Transcript

Paul Bridgden

With Yoga's Statements feature, managing your statements is effortless. At the top, summary cards give you an instant overview of your workload — how many statements need review, how many are reconciled, and any that are disputed, along with matched lines and amounts. Below, each statement is organized by status, vendor, and age, with filters on every column, so you can find exactly what needs attention.

Open a statement and you have everything you need to work it in one place. At the top, the statement form captures the vendor, the statement date, and account number, and a status check tells you exactly where things stand, from needs vendor to reconciled.

Below, each line is matched against your AP records automatically. Yoga flags matches with a green check that links straight to the source document and surfaces unmatched lines.

From any row you can accrue, match, or ignore in a single click. And if a line needs a closer look, the built-in research tool searches your AP by invoice number, amount, PO, and payments, so you can easily find or confirm the right match. In this case, an invoice was found with a matching invoice number.

When a line can't be found in AP, reaching out is simple. Just email the vendor directly from the statement. Yoga creates an email to send, including a table with the current status of each line. The wording of the email can be adjusted before sending it out.

Questions? Email YogaSupport@rpic.com and we'll connect you with the right person on our team.