Yoga Release Notes August 4th, 2026

New Product Features

• Statement Matching Trial
  We are excited to announce that Statement Matching is now available to try in your Yoga TEST environment. Upload up to 5 statements per month in your own tenant and see Yoga match vendor statement lines to your AP data, surface exceptions, and speed up reconciliation with your real documents.
  No rollout request is required to start the trial. Yoga Super Users can begin testing from the Statement Matching capture page in Yoga. The monthly limit resets at the start of each calendar month.
  Email YogaSupport@RPIC.com if you would like a hands-on demo in your environment.
  
  
  
  
• Expanded Vendor Rules

  Vendor field rules and extraction rules now reach beyond scanned and PDF invoices. In Vendor Management you can build and manage rules for packing slips and statements the same way you do for invoices, so a vendor's known patterns can drive automation across every document type they send. Each product line (Invoice, Packing Slip, Statement) appears as its own section; sections only show for products your environment is set up to use, so invoice-only tenants see no change. You can copy an eligible rule from one product line to another, and vendor identification rules can apply to all products or to a specific one.
  
  
  

• Auto-Save When You Upload Supporting Documents
  Uploading a file to the Primary or Supporting tab (via the blue upload button under the PDF viewer) now saves automatically. The new pages show up in the split-pages view as soon as you open it, with no separate Save click and no browser refresh.
  Only the uploaded attachment is saved; other unsaved field edits on the record are left alone.
• Scroll Position Remembered in Lists and Queues
  When you scroll deep into a document list or work queue and leave to open a record or navigate elsewhere, Yoga restores your place when you return for the rest of that session. Long lists no longer force you back to the top every time.
  

Opt-In or Beta Features

• Statement Capture from Excel or CSV - Opt-In
  

  You can bulk-capture vendor statements from Excel or CSV through a Data Capture page, using the same pattern as invoice spreadsheet upload. Yoga creates statement records, maps header and activity lines, and generates a viewable statement image at capture so your team can work the data visually.

  This capability is available to clients who have the Statement Matching solution. Statement Matching must be in place before your team can opt into spreadsheet capture. Setup is configured per organization (capture page, mapping, and image layout).

  Email YogaSupport@RPIC.com to request statement Excel/CSV capture for your environment.

  
  

Bug Fixes

• Touches Report Loading
  The Touches report on the STP & Touches page now loads and displays for all tenants.
• "Returned From" Reason Codes No Longer Block Processing
  When an invoice comes back from a sub-process (Vendor Maintenance or PIR), Yoga adds a Returned From… reason code for visibility. You can Save and Route without clearing that code first.

Upcoming Releases

• Customer Service Agent
  The Customer Service Agent removes friction by meeting vendors where they already communicate with you — responding directly to the invoice status requests and payment questions arriving in your AP inbox. Vendors get instant, accurate answers pulled from the transaction record, inquiry volume drops, and your team focuses on work that requires judgment.

• Agentic Foundation
  Agentic Foundation is the platform layer for Yoga's next generation of intelligent invoice processing, with two concurrent workstreams in development:

      Context Manager — A central knowledge layer for your organization's AP context: policies, vendor knowledge, and processing rules that power AI capabilities across the platform.

      Agentic Invoice Processor — AI agents that process invoices end-to-end, resolve exceptions that rule-based automation cannot, with human oversight at every step.

• Automated Vendor Email Inquiry Handling
  Yoga will answer vendor invoice-status and payment questions that arrive in email by pulling answers from the transaction record, so routine inquiries move faster. This capability is still in development for environments that use the client email inbox.
  

   

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.