Yoga Release Notes March 17th, 2026

New Product Features

• FSM: Supporting Email Removal & IDM Attachment Posting
  
  

  Users can now remove incorrectly uploaded .eml or .msg email files from Supporting Documentation. A Remove (X) icon allows users with upload permissions to permanently delete these attachments if they were added in error. Removal can be performed from any queue or document state, and all removals are recorded in the audit trail.
  Additionally, when a document posts to IDM, any attached .eml or .msg supporting documents will be included and sent in their original format as attachments on the primary document record. If posting fails, the document will return to AP Review, where users can retry posting or remove the attachment before reposting. 
  
  Please see example below: 
  
  
  
  
  
  
  

• FSM: Filter by “Returned From” Reason Codes in Views
  
  

  Users can now filter and sort by “Returned From” reason codes (for example, Returned From Purchasing Invoice Resolution or Returned From Vendor Maintenance) directly within document views. Previously, these values appeared in the Last Reason Code column but were not available as filter options.

  This update allows users to quickly identify documents returned from specific sub-processing queues, improving visibility and queue management. These system-generated “Returned From” reason codes remain view-only and will not appear in reason code selection dropdowns for manual use.
  
  Please see example below:
  
  

Opt-In or Beta Features

• FSM: Email Sent Column in Views- Opt-In
  

   

  A new optional “Email Sent” column is available to help users quickly identify whether an email has been sent from an invoice without opening Document Notes, reducing extra clicks during processing.
  When a user successfully sends an email using Yoga’s Send Email function, the column will display “Y.” The column can be added through Customize View, supports filtering, and is also included in CSV downloads and async send exports. This indicator only tracks emails sent after the feature is enabled and does not reflect historical email activity. System-generated emails are not included.
  
  Please see example below: 

   

Bug Fixes

• Yoga: Email Connector Stability Improvement

  • Resolved an issue where a problematic email could cause the email connector job to fail. Emails that cannot be processed will now be routed to the error folder while the connector continues processing other messages.

• FSM: Improved Email Formatting for Supporting Documentation 

  • Resolved an issue where email bodies saved as Supporting Documentation could appear collapsed into a single block of text. Email formatting is now preserved in both the Document Viewer and downloaded files

• Vendor Portal Status Correction
  

  • Resolved an issue where a vendor’s status could change from Active to Accepted when additional vendor users were invited. Vendors that have already completed onboarding will now remain Active when new users are added.

Upcoming Releases

• Vendor Rule Management
  Enhanced vendor rule management capabilities to provide greater flexibility and administrative control over vendor-specific processing rules.
  
  
• Leadership Management Dashboard
  A new dashboard designed to provide leadership-level visibility into operational metrics and performance insights.
  

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.