To Do Page UX redesign

• Easily prioritize, filter, and organize your tasks
• Column selector to allow users a personalized view of the data that is important to them including custom fields
• Mass actions allow you to send bulk emails or add bulk notes from multiple tasks
  
  

Credit Card Expiration notices

• Automatically inform your customers when they have a saved credit card on file that will expire soon
  
  

Free Credit Reports!

• One of our core values for YayPay is Customer Love. In these trying times, we’d like to extend some additional support to our customer base by offering 100 free US credit reports through our partnership with CreditSafe. During these trying financial times, we understand that your business could be impacted by acquiring new customers or verifying risk on existing customers. It is our hope that in offering these free reports you will be able to bring additional insight to assist in your Collections decisioning. We thank you for being a loyal customer and are honored to have you in our YayPay Community.
  • Simply navigate to our Credit Inquiry page, search for a company, and pull a full credit report.

*This functionality will be enabled automatically for all live customers*

 Enforced 2 Factor Authentication

• Enhanced security for logging into the application with enforced 2 factor authentication
  • Each user will be required to authenticate their user via email every 30 days or each time they login on a new device
    
    

Integrations Improvements

• Updated Salesforce connector with technical improvements for performance and scalability
• Ability to sync notes back and forth from Netsuite to YayPay
• Support for billing contacts from multiple custom fields within Netsuite
• Support for custom fields with the Zuora connector
• Payment methods support for pushing payments to Acumatica
• Send emails via Outlook API integration
  
  

CardConnect multiple MID support

• Ability to settle payments in both USD and CAD with multiple MID support

Additional Enhancements

• Aging – Sort by last touch date
• Aging – Split export to Excel details into separate option
• Repeat option in rules engine
• Run for oldest invoice in rules engine setting to apply to create to do and schedule call actions
• Track user that sent manual reminders
• Statement – Display time along with date in activity block
• Statement – Include activity block in export to Excel
• API support for syncing notes
• Option to regenerate API key
• Add access to profile page for Sales/CS
• Add option to automatically create login for Sales/CS users

*Release date July 25, 2020*