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Enhancements to Customize Monthly Metrics Report, Purchasing Invoice Resolution Dashboard, & Improved Support for Large Email Attachments
New Product Features
Ability to Customize Monthly Metrics Report
The Monthly Metrics Report has been enhanced with customization options. Clients now have the ability to remove or rename any row, as well as update the tooltip descriptions for a tailored viewing experience. To implement these customizations, assistance from your SaaS team is required. If you're interested in customizing your report, please contact your Customer Success Manager for support!
New Report! Purchasing Invoice Resolution Overview
We are excited to introduce a new report exclusively for all Yoga for FSM clients. The Purchasing Invoice Resolution Report features several useful widgets designed to effectively track and manage this workflow:
Aging Report: This report provides insights into the duration that current documents have been in the Purchasing Invoice Resolution (PIR) queue. Users can view the average number of days documents spend in the queue and have the ability to delve deeper into older documents for troubleshooting and enhanced visibility.
Efficiency Report: This report provides insights into the frequency with which documents are routed to the PIR queue. Users can view the average number of times documents are routed, along with the option to drill down into those documents that are routed more frequently for issue resolution.
User Productivity: This report provides insights into users' activity as they route documents out of the PIR queue. This feature enables management to gain enhanced visibility into individual user performance and activity levels within the queue.
Improved Support for Supporting Documentation Attached Emails
We have enhanced our system to support larger emails attached to invoices as Supporting Documentation. Previously, many emails were truncated, which meant important context for the invoice was lost. With these improvements, we can now retain more email data, significantly enhancing the Supporting Document experience for our users.
Vendor Portal: Improvements to Cancel Invite
We have enhanced the Cancel Invite process for vendors. When a vendor has a "Pending" Vendor ID, selecting the Cancel Invite option will remove the vendor from the system. This improvement streamlines Vendor Management by eliminating duplicate vendor entries and enabling users to invite the same individuals to new vendors. If the Vendor has an ID, the Cancel Invite functionality remains unchanged and it will only remove the users and set the Vendor's status back to "Not Invited".
Report Data Refreshing Increased
We have improved our report data refresh rate, reducing the interval from 30 minutes to 15 minutes. This enhancement ensures that users receive more timely and accurate information while reviewing their reports, allowing for better decision-making and analysis.
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.