Yoga Release Notes September 23rd, 2024

New Detailed Reason Codes and Enhancements to Automated Invoices for CSV/Excel

New Product Features

New: Detailed Reason Codes

Introducing a new feature that enhances user access to a comprehensive list of reason codes. Instead of the traditional dropdown menu, users can now add a reason code through an intuitive pop-up window, which allows for easy searching and reading of detailed descriptions for each reason code. Additionally, clients have the option to request the inclusion of custom reason codes tailored to their specific business requirements. If you would like to transition to the detailed reason codes, please contact your Customer Success Manager for assistance.

Ability to have PDFs attached to invoices from CSV as supporting documentation

Users can now enhance their Automated Invoices for CSV/Excel by attaching PDF files as supporting documentation. This new capability provides additional records and context for invoices, ensuring that vital information is readily accessible even after the invoices have been processed.

Platform Updates

• VP - Bug Fix: Files Uploaded Wiping After Approval 
  A bug has been fixed that previously caused all W-9 and banking attachments to be removed from a Company Profile after it was approved.
  

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.