Statement Automation Improvements October 6th, 2026

Announcements

• Statement Automation Free Trial Is Now in Your Production Environment
  The Statement Automation free trial has moved from your TEST environment into your production environment as of Tuesday, October 6, 2026, so you can try it on live vendor statements and your real AP data. Yoga Super Users can upload up to 5 statements per calendar month from the Statement Automation (Free Trial) page under Capture. Yoga matches the statement lines to your AP data and surfaces the exceptions for you. The limit resets at the start of each calendar month. Statements that Yoga's classifier picks up on its own from your regular intake are not part of the trial and do not count against the 5. Clients already using Statement Automation are not affected. To get started, review the Statement Automation User Guide.

New Product Features

• Statements Know When They Are Finished
  Statements now have the same valid and invalid states and reason codes your invoices use. A statement counts as complete once a vendor is selected and every line is settled, and an unfinished statement can only be archived or marked duplicate with a reason code and a comment. A new Statement Cancel queue lets you set aside a partly worked statement without filling in placeholder data.
• Confirm a Statement as Resolved and Archive It
  When every line is matched and paid, voided, credited, or ignored, you can confirm the statement as resolved and send it to the Statements Archive queue, so your review queue holds only the statements that still need attention.
• Work Your Statements One Month at a Time
  A month picker now sits beside the Past Due and EDI filters on your statement views. Views open on the current month, and you can step back or forward a month at a time, so month-end reconciling starts with the right set of statements. Statements with no date are gathered behind a Missing Date button so none of them slip out of sight.
• Duplicate Statements Are Caught Automatically
  When a vendor re-sends a statement or the same statement is uploaded twice, Yoga catches it at intake and routes the copy to a Statement Duplicate queue, with a possible duplicate marker in the viewer that links to the original.
• More Lines Match on the First Pass
  Invoice and PO numbers on statements are now cleaned the same way they are on your invoices, so a statement line showing INV-0039 matches an invoice stored as INV0039.
• Statements Match Invoices That Reached Your ERP Outside Yoga
  Statement lines now match against invoices that were created directly in your ERP, so statements reconcile against all of your invoices instead of leaving those lines permanently unmatched. Because those invoices never passed through Yoga, there is no Yoga document to open from the line, and the AP Queue column is blank for them. Everything else on the line works the same.
• Unmatched Lines Are Re-Checked as Things Change
  Yoga now re-checks the unmatched lines on statements you have already loaded as new invoices and ERP updates arrive, instead of waiting for the next scheduled run. New matches and new payment information show up on existing statements sooner, with nothing for you to re-upload or re-run.
• Canceled and Rejected Invoices Show Their Status
  Statement lines matched to a canceled or rejected invoice now show that status, with the cancel date and reason where your ERP provides one, so you can tell a vendor exactly why a line will never pay.
• ERP Status for Workday Clients
  The payment detail and ERP invoice status that Infor clients already see on statement lines is now available to statement clients on Workday.
• See Which Lines Came From EDI
  A new EDI column in the line grid shows which matched invoices arrived by EDI, and an EDI marker on the Statements Queue, My Statements, and Archive views shows which statements include any. Both work with Customize Columns and the CSV export.
• Payment Terms Fill In Automatically
  When a statement is matched to a vendor with payment terms on file, the Payment Terms field fills in from the vendor record, the same way Account Number already does. You can still edit it, and anything you type is never overwritten.
• Payables Invoice Number on Matched Lines
  Each matched line shows your ERP's Payables Invoice Number, in the viewer and in the CSV export, so you can find the AP record in your ERP without opening the matched document. Lines matched before this release were filled in too.
• A Cleaner Line Grid
  The amount column is now labeled Invoice Amount, the Line Actions, Columns, and Download to CSV buttons are combined into one toolbar control, and column headers stay in view as you scroll through long statements.
• Want to learn more about our newest feature: Statement Automation? Review the Statement Automation User Guide or the Statement Automation demo. Test it in your environment today - or reach out to our Client Success Team to get a customized demo!

Bug Fixes

• Statements Are Assigned to the Right Vendor
  Some statements that printed the customer name more prominently than the vendor's were assigned to the wrong vendor, or none, which left every line unmatched. Yoga now identifies the issuing vendor the way it does on invoices, checks every name and address on the statement, and can work out the vendor from the invoice and PO numbers on the lines. Anything still ambiguous goes to Needs Vendor rather than being guessed.
• Research Shows Real Invoice Amounts
  Matched EDI invoices were showing $0.00 in the Research window. Research now shows the actual invoice amount.

Upcoming Releases

• Statement Accruals Posted to Your ERP
  When you flag a statement line for accrual in Yoga, that accrual will be able to post to your ERP, instead of the flag staying in Yoga for you to enter separately.

Conclusion

Thank you for being a valued Yoga Software and RPI Client, and for providing us your valuable feedback. To review past release notes, please visit the release notes section in RPI's Yoga Knowledge Base.