Releases / Release Notes

Release Notes: 6/9/2018

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)

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