1) Save filters on the Aging Report
- YayPay has a wide range of filters available to make your life easier when analyzing your Aging Reports
- Now when you navigate to a different page and return to the Aging Report the filter is saved, rather than having to start from scratch (see below video for more information)
2) Automatically remove promise-to-pay invoices from workflows
- In the previous release we implemented the ability to manually exclude individual invoices from collection workflows
- YayPay now has a setting that can be turned on that will allow invoices that have been marked as "promise-to-pay" to be automatically excluded from collection workflows (see below video for more information)
3) New filter for Sales/Customer Success Representatives
- We could previously assign AR Specialists and Sales/Customer Success Representatives to customers on the Aging Report, but only filter by AR Specialists
- You can now filter by Sales/Customer Success Representatives as well (see below video for more information)
4) YayPay generated weekly payment report
- YayPay is introducing new payment functionality, that allows customers to be paid directly through our portal
- We now send an automatic report on a weekly basis that allows for easy reconciliation with your ERP (see below video for more information)