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New Duplicate Check Process, & Taxable Checkbox for PO Lines
New Product Features
New: Duplicate Reason
We have enhanced the duplicate check process by adding new information to the form. Now, when records are directed to the Duplicate Invoice Queue by the system, each will display a new Duplicate Reason. This addition offers valuable context regarding the reason for the duplicate flagging. The available Duplicate Reasons include:
- Different Invoice Amounts
- Different Invoice Dates
- Different Companies
- Duplicate is Missing PO
- Multiple Fields Differ
- Perfect Duplicate
This enhancement aims to assist users in conducting more efficient manual reviews of records within the Duplicate Invoice queue. These changes will need to be set up by Support, if you are interested please reach out to your Customer Success Manager.
New: Duplicate Reason Review CSV Download & Capture
Many clients currently have their teams manually review each record routed to the Duplicate Invoice Queue to verify if the records are indeed duplicates. This process typically involves opening each record and checking the "Duplicate Reviewed" checkbox on the form. To streamline this procedure, we have developed a new workflow for marking these records as reviewed. Users can now use the Download to CSV to get the Duplicate Invoice View as a CSV file, allowing them to assess all records in a single spreadsheet. After reviewing, they can simply mark "TRUE" in the "Duplicate Reviewed" column for the relevant entries. Once their review is complete, they can upload the updated CSV to a new Update Duplicate Reviewed Capture page. The system will automatically mark the "Duplicate Reviewed" checkbox for all records marked as true, significantly reducing the time spent on manual record opening and review. These changes will need to be set up by Support, if you are interested please reach out to your Customer Success Manager.
Taxable Checkbox for PO Lines
We have introduced a feature that enables users to designate whether purchase order (PO) lines are taxable. This enhancement facilitates smoother categorization of lines and improves the accuracy of tax calculations. These changes will need to be set up by Support, if you are interested please reach out to your Customer Success Manager.
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.