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Updates to Send Email from Invoice, Ability to Mass Update IRC & Post to Infor & Mass Assign Users, Validation for GL Lines, Better See Queue Document is In, & New Reports
New Product Features
Updates to Send Email from Invoice
We are excited to share a range of enhancements we've made to the Send Email from Invoice feature, detailed below:
- Updates to the Email
- The 'From' address has been updated to reflect the actual sender of the email. Previously, emails sent from Yoga were displayed as coming from a generic "no reply" address, which could cause confusion. Now, the email will show the address of the user who sent it, providing clarity and transparency.
- Emails will now feature the Sender Name prominently in the body of the message, enhancing clarity and helping recipients easily identify who sent the email.
- The Yoga logo has been updated to display the client's logo instead, creating a more personalized and branded experience for email recipients.
- Enhanced Confirmation and Error Alerts for Emails in the Notes section have been implemented. This improvement will provide greater visibility and streamline the tracking of emails sent through Yoga.
- In addition to the notification in the Notes section, Yoga will now send an email alert to the sender in the event of a Failed Email Delivery. This enhancement will improve awareness of any email issues, ensuring that users are promptly informed of any problems.
Ability to Mass Update IRC and Post to Infor
We have introduced a new feature that allows you to select multiple documents from your views and take action on them simultaneously. You can now conveniently choose documents, select an IRC, apply that IRC, and post the selected invoices directly to Infor. This feature requires setup. If you are interested in this feature, please reach out to your Customer Success Manager.
Ability to Mass Assign Users
You can now effortlessly assign a processor to multiple invoices at once. Simply select the documents you wish to modify, choose the desired Processor, and apply the assignment to the selected invoices. This feature requires setup. If you are interested in this feature, please reach out to your Customer Success Manager.
Ability to Validate GL Lines
We have enhanced the OCR GL Lines by incorporating validation into our scripting process. This improvement introduces an additional review layer, ensuring that the values being populated are accurate and reliable.
Queue Name On Document Viewer
Enhanced the Document Viewer by substituting the term "Document" with the specific name of the queue associated with the record. This improvement provides users with clearer context about their current location within the system as they navigate through documents.
New Report: Processing Differential
A new report is now available in the Overview section. This report compares the number of documents processed against those ingested, providing valuable insights into processing efficiency. It helps ensure that backlogs are being addressed and that queues are not increasing.
New Report: Subscription
A new report, the Subscription Report, is now available for users. This report provides insights into the number of documents ingested each month in relation to their corresponding page count, as stipulated in the SaaS agreement. These metrics were already tracked and discussed with your Customer Success Manager, but now they are now readily accessible within Yoga for your convenience. This enhancement will enable users to track trends effectively and make informed decisions regarding necessary contract adjustments based on their usage patterns.
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.