D&B Integration 

Ability to run credit inquiries against United States businesses from the YayPay app using D&B's API. Requires a D&B Direct Plus account before setting up the integration in YayPay. 

D&B integration

Ability to define Parent/Child relationships within YP 

• Ability to link parent-child companies together inside YayPay (on Aging Report page and Statement Page).  

•  “Manage Parent/Child Relationships”: the ability to manage the function for Admins and ARs in Security Groups settings. 

Parent/Child Relationship

Sales Order: Sales order created an event in rules engine 

• Ability to create a rule with a trigger event Sales Orders events. All actions from customer level scope, custom conditions, ERP and system custom fields are available for setting. An action in the rule is triggered by each new Sales Order record synced into the system. 

Rules engine: specific date for monthly trigger 

• In rules engine, “Daily/Weekly/Monthly time trigger” event, user can configure a recurring event for a specific date (day of the month). If there is no date in current month, the system picks the closest valid date within the month.

Custom fields logging in the Change Log tab 

• For better visibility and reporting records are added to the Change log tab when system custom fields are added, removed, or edited. Changes applied on statement, aging, invoices page, in rules are logged to the change log tab.

New columns on To-Do page: system custom fields, Dispute status

• Ability to add system custom fields as columns to the To-Do grid. 

The columns can be filtered and sorted by system custom field values.

• Ability to add the “Dispute Code” column to the To-Do grid. 

The new column holds actual dispute codes selected while creation/managing a dispute. Data in the column is only displayed for the “Dispute” To-Dos type.

Additional Enhancements:

• Add search by ERP id
• Added ERP id column in Mapping files 
• PDF Scrape – Scrape for last 3 days setting in Business Settings 
• Show all invoices for Invoice Billing Contact setting in Business Settings
• Dispute types of To-Do are moved to Completed automatically when Dispute is closed. 

Integration Enhancements:

• Added NS sales orders historical sync support 
• Support Sales Orders sync via CSV
• Ability to filter data by the list of Batches for Zuora
• Ability to pull customer's documents (ex. invoices, payments, adjustments) from YayPay via API

*Release Date: November 21, 2020