Yoga Release Notes July 8th, 2026

Announcements

•  Quarterly Stakeholder Reviews  

  We will be reaching out to your organization in July with your quarterly summary and to schedule your quarterly review meeting. These conversations are a chance to review how Yoga is performing for your team, discuss priorities, and align on what's ahead.
• Updated Yoga Support Contact
  

  Our support email address has been updated to YogaSupport@RPIC.com (replacing support@rpic.com).

  You can submit a support ticket in either of these ways:

  • Email — send your request to YogaSupport@RPIC.com
  • In Yoga — designated users can open the Support Tickets section in their Yoga user profile and submit via the HubSpot form

  Please submit all support requests as tickets so we can respond promptly and assign your request to the right resources. If you need to reach a specific team member by email, include YogaSupport@RPIC.com on the message so a ticket is created and tracked.

New Product Features

• Merge Multiple Documents at Once from a View

  You can now select two to ten documents in a view and merge them into one record in a single action — no more repeating the two-at-a-time merge flow. Pick which record becomes the destination (the one whose form data is kept), then arrange pages from all the other selected documents in the familiar merge screen. Each source document stays visually separated so you can tell where one ends and the next begins. If any pages are left unmerged when you confirm, Yoga warns you before those pages are removed with the source records.

  An example can be  found below:

• Flexible GL Line Allocation in Vendor Management
  
  Teams using Vendor Management can now configure GL line coding with more than fixed dollar amounts — directly in the rule setup, with no custom behind-the-scenes logic required. When setting up GL line rules, choose an Allocation Type:
  ●    Fixed amount — the same dollar amount on the line every time (existing behavior)
  ●    Percentage — a percentage of the extracted invoice total (for example, 25% of a $200 invoice = $50 on that line)
  ●    Even split — divide the invoice total evenly across all GL lines on the rule (any rounding cents go to the first line)
  This is especially helpful when a vendor's coding structure stays the same but the invoice total changes from document to document — a pattern that previously often required consultant-written custom logic. Existing fixed-amount rules continue to work as they do today. Vendors that already use consultant-written custom logic for percentage or split allocations will need new rules configured in Vendor Management — existing custom logic is not automatically converted.
  
  

Opt-In or Beta Features

• Feature Name: Opt-In
  xxxx
• Feature Name: Beta Version

Bug Fixes

• Page Count Now Shows Correctly for Signed PDFs
  

  Some digitally signed invoices could not be read for page count at ingestion, so the Pages column in views showed 0 even though Yoga successfully read every page. Yoga now updates the page count from document-reading results when ingestion could not determine it, and existing affected records can be corrected.

• Tabbing Through Vendor Fields No Longer Clears Valid Values
  

  When you tab through invoice fields on a form, valid values that exactly match master data no longer get wiped or trigger unnecessary search dialogs. You can move through the form smoothly as long as each value is valid.

• EDI Invoices Pick Up Reliably from SFTP Again
  

  A recent improvement to prevent duplicate SFTP re-ingestion could interfere with EDI file pickup on certain SFTP endpoints. EDI import now completes successfully while duplicate protection continues to work on standard SFTP servers.

• Vendor Rule Links Work with Custom Field Labels
  For teams using Vendor Management, clicking the rule icon next to a field change on an invoice now reliably opens the vendor rule that made that change — even when the field's display label doesn't follow the standard naming pattern. Labels with extra text, punctuation, or abbreviations (for example, Account Number / Memo) no longer break the link. If the exact rule can't be highlighted, Yoga still opens the correct vendor and field in Vendor Rules instead of showing a dead-end error.

Upcoming Releases

• Statement Matching
  A new integrated workflow to help users manage, review, and reconcile vendor statements within Yoga.
• Databricks
  Expanded custom reporting capabilities to support more flexible report building and deeper data analysis.
•  New Yoga Reports for Every Team  
  

  A major reporting upgrade is coming to all Yoga tenants. We're refreshing the reports experience with purpose-built views at both the leadership and management levels - so executives get the KPIs, exception visibility, and open accrual insight they need at a glance, while managers get the operational detail to run the floor every day. One unified experience: shared navigation, flexible date filtering, and exports - built for every level of your organization.

  
  
  

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.