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User Productivity Report Updates, Ability to Send Emails, and EDI updates!
New Product Features
"Starts With" in our List Views
In line with our Q2 goals, we are enhancing the functionality of our list views by introducing small improvements. In the background our team is hard at work on additional major functionality. This new feature allows you to filter "strings" without numbers using the starts with option, giving you more control over your filtering compared to using the contains option.
Users have the flexibility to adjust this setting on a per-user basis. If the entire organization prefers to default to "starts with" instead of "contains" in certain views, please submit a ticket, and our team will be happy to update the preferred filtering for you.
New Time Zone Functionality for Reports
We have enhanced our system to accurately manage different time zones for users who need to process data specifically during the hour between 11:00 pm - 12:00 am. This will be automatically setup by our Development and Infrastructure Team during the PROD push.
AP - Allow All Reason Codes to route back to AP Review
We have now included the functionality for all reason codes to be directed back to AP Review, provided that the route is set up from that specific queue. This improvement helps in resolving issues related to AP Cancel or mistakenly routing a record elsewhere, allowing for a smoother process of returning it back to AP Review. If you encounter any other routing challenges within your system, please reach out to us so we can discuss the best solutions.
AP - Ability for Users to Send Inquiries to Vendors Through the Application
Users now have the option to send emails directly from the Yoga For FSM - AP Application. This feature enables you to kickstart email communication with your vendors right within the application. Simply input their email address, choose whether to include primary and supporting documentation, and send the email. The recipient will see it as being sent on your behalf, ensuring that any responses come directly back to your mailbox.
We are currently in the process of developing the capability to upload .msg file types to the supporting documentation tab. This enhancement will allow you to easily attach email conversations without the need to convert them to PDF format. If you are interested in receiving updates on when this feature becomes available, please don't hesitate to submit a ticket so that we can notify you promptly!
AP/EDI - EDI Image Enhancements and Public Release
We have enhanced our system by adding the capability to include EDI notes, as well as both vendor and buyer item numbers, in the EDI image generation process. This enhancement is applicable to both the AP solution and the new EDI solution.
Furthermore, after successful testing with some of our clients, we are excited to announce that we are now ready to roll out this functionality to all our clients. This feature allows for the retrieval of files from the GHX SFTP, followed by image generation and translations using our advanced Cognitive abilities. Any issues encountered during this process will be flagged in AP review for communication with the Supply Chain team or for resolution by the AP team, streamlining the overall workflow.
If your organization is interested and has not yet expressed interest, please reach out to us. Otherwise, we will be reaching out to you throughout this week.
AP - Updates to User Productivity Reports and Download to CSV for this Report
We continuously seek feedback from our clients, and one requested update was long overdue for the User Productivity report.
The following enhancements have been implemented in this report compared to the current Overview version:
- When downloading to CSV, we now filter out Yoga System actions that are not STP eligible, resulting in the removal of approximately 80% of rows daily.
- New attributes "Routed At" and "Last Routed By" have been added to the drilldown. These additions are especially beneficial when downloading the CSV and analyzing user productivity over multiple days, providing more detailed insights into the routing process.
- Some rows have been reordered for better logical flow.
- Furthermore, the "Total Route Action" has been refined to eliminate the double counting of Post to FSM and Awaiting Payment routes by users. This adjustment enhances the usability of the "Total Route Action" column, allowing for a more detailed analysis of the variances between the Awaiting Payment and this specific column.
If you have any inquiries regarding this report update, please don't hesitate to contact us. We are more than happy to guide you through this update using your data.
AP - General Guides now available in the Knowledge Base
As we continuously introduce new features, the guides provided during implementations may become outdated over time. To address this, we have published our base guides and will regularly update them with the latest functionality. These guides can be utilized for training your end users or updating your own Standard Operating Procedure (SOP) templates.
Platform Updates
- VP - Bug Fix: Update to Profile Completion form
We have included extra spacing around the Profile Completion and Percentage sections to ensure they display correctly on all monitor resolutions.
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.