This document provides a summary of the most significant new features, enhancements, and changes we have made to the software. For further details regarding Localization, Supported Software or Recommended Limits, review the Accounts Receivable by YayPay Release Notes.
General Features
Upload Your Files Using Drag and Drop
In our ongoing efforts to make your work more efficient and improve your user experience, we are excited to introduce a new drag and drop functionality.
Now you can quickly drag and drop a single file across most areas of our platform. As a result, uploading a single file such as supplemental documents on the Invoices page is as simple as clicking Upload Supplemental Document and dragging your file into the dialog that opens. For email reminders, you can even drag and drop multiple files or an entire folder at once just by clicking on the Send Reminder icon and dragging your files into the dialog that opens.
Email and Dispute Counters on Your Statement Page
For a quick overview of a customer's emails and disputes, we now display the number of unread emails and opened disputes. These counters are displayed directly on the respective tabs at the bottom of the Statement page.
For more details, see the Other Tabs section.
Cash Application
Payment Auto-Allocation Using Invoice Identification
YayPay now utilizes its ability to intelligently identify invoice numbers in uploaded payment files to automatically allocate payments to their corresponding invoices.
Our AI-powered parsing and validation streamline the entire process, reducing manual work, improving accuracy and efficiency, giving you a clear view of your finances.
To learn how this new feature works, see the Auto-Allocation Using Invoice Identification section of the Payment Allocations article.
Parsing Payment Amount from Remittance Emails
YayPay is now able to parse payment amounts from remittance emails and display them in the remittance Payment Amount field, regardless of whether the remittance can be allocated or not.
This feature ensures that the Payment Amount field is accurately and efficiently filled, saving time and reducing potential errors in manual entry.
To learn how this process works in detail, see the Parsing Payment Amounts from Remittance Emails section of the Remittances in Cash Application article.
Track Invoice Level Custom Fields
You can now add columns representing invoice level custom fields in the open documents grid within the following Cash Application pages:
This feature allows you to track additional information (beyond the standard invoice data) associated with each individual invoice. This can enhance your decision-making process during payment or remittance allocation.
Indicator for Non-Transferrable Payment Allocations
We have improved the process of auto-allocating payments using payment-remittance association.
When a payment is associated with a remittance but the allocation cannot be transferred because the related documents are already allocated to another payment, YayPay now displays an indicator on the OPEN payments tab. This provides users with a clear visual cue when such situations occur.
Payment Providers
Introducing Wordline® Payment Provider
In our continuous effort to broaden your payment options via YayPay, we are excited to introduce a newly integrated payment provider called Wordline®.
With Wordline®, you can use various payment methods like credit cards, ACH, and EFT. Whether it is a one-time transaction or setting up automatic and recurring payments, Wordline® provides a solution for all your payment needs.
For more information, see the Wordline® Payments and Integration section.
Credit
Creditsafe Credit Checks Now Available in More Countries
To broaden the scope of our services, we have expanded the geographical coverage of the CreditsafeTM credit inquiry provider's services.
As a result, you can now run credit checks in a wider range of countries, including Ukraine, Austria, Luxembourg, Belgium, Bosnia and Herzegovina, Montenegro, Netherlands, Croatia, Norway, Cyprus, Poland, Czech Republic (Czechia), Portugal, Denmark, Romania, Estonia, Finland, Slovakia, Georgia, Slovenia, Spain, Greece, Hungary, Sweden, Iceland, Switzerland, Italy, Albania, Latvia, Andorra, Liechtenstein, Armenia, Lithuania, Malta, Bulgaria, San Marino, Macedonia, Serbia, Turkey, and Kosovo.
For more information, see Using the Credit Inquiry Search.
Disputes
Opening Disputes Directly from Received Emails
To enhance your efficiency, you can now open a dispute directly from an invoice or dispute related email that you received.
For this purpose we have added the Dispute icon to the action bar and the Open Dispute option to the menu that appears after clicking on the three dots in the top-right corner of the page.
This will open the Open Dispute dialog where you can select an opened invoice that you want to dispute. Additionally, you can also edit fields such as Disputed Amount, select Dispute Code or change the Comment which is automatically pre-filled with the received email.
For more details, see the Actions with Emails section.
Outsourced Mail Service
Mail Delivery Now Available in Belgium
For those who prefer sending customer communications by post, we have expanded the list of supported mail service providers. Now, you can send customer communications by mail in Belgium as well.
If Belgium is set as the country of your business in Settings | Business and the Outsourced Mail Service is configured, then you will be able to select one of the available Belgian mail service providers from the Services combo box on the MAIL DELIVERY METHOD tab in Settings | Delivery Settings.
As a result, when you click on the Send Mail action, the Send Customer Mail dialog will open allowing you to specify an address in Belgium or optionally change the mail service provider.
Additionally, we have replaced the French Recommandé avec AR retourné à mon entreprise mail service by the Recommandé avec AR en ligne et suivi des PND mail service. This replacement is done automatically and does not require any further actions.
For more information, see Outsourced Mail Service.
Reporting
Incorporating a Payment ERP ID Column In Your Reports
To help you distinguish between different payments, you can add the Payment ERP ID column to your reports. This will display the ID of any given payment in the ERP system.
You can include this column in any reports generated from the Payments/Credits data source.
Once a report with the Payment ERP ID column is created, you can sort and filter this column or you can export the report containing this column as an Excel file.
For more details, see Reporting Section Sources.
Editable Number of Records in Charts
To provide you with more flexibility when creating charts, you can specify the exact number of records to display in a chart.
For this purpose, the Number of records field in the Chart Settings dialog is now editable. You can enter any number between 1 and 500.
For more details, see the Charts section.
Workflow Features
Content-Specific Email Reminders for Invoice Billing Contacts
We have enhanced the Daily/Weekly/Monthly time trigger event to provide you with the possibility to send separate email reminders to individual invoice billing contacts at specified intervals, containing only content that is relevant to them.
When you create a rule that includes this event and select the Send an email reminder action, you will find a new Invoice billing contact option in the Recipient dropdown menu.
Selecting this option will trigger sending of email reminders at set intervals with content that is relevant to the respective invoice billing contacts.
For more information, see Rules Engine Events.
Integration Features
Sage Intacct® – Excluding Contacts From the Sync
To provide you with more flexibility when syncing data from Sage Intacct®, you now have the option to exclude both customer-level and invoice-level contacts from the synchronization process.
For this purpose, we have added the Do not sync contacts check box to the Connector Settings panel.
For more details, see the Excluding Contacts from the Sync section.
Salesforce® – Manual Resync of Customer Data
When integrating with Salesforce®, you can now manually resync customer data anytime you need.
For this purpose, we have added the Resync Customer Data from Salesforce option to the Statement page's header menu. You can access it by clicking on the three vertical dots located in the top-left corner of the page.
Selecting this option will trigger syncing of Sales Representative details, Customer Success Manager information, Custom Fields and pushing Statement Link to Salesforce®.
For more information, see the Statement page's Header section.
Integrating Salesforce® with Business Central®
We have further enhanced YayPay's integration capabilities, providing you with the possibility to integrate customer data between Salesforce® and Business Central®.
Upon synchronizing customer data across both platforms, the integrated data will become available in YayPay. For this to work, the connector synchronizes data between YayPay and Salesforce® by searching for the Salesforce® account based on specific criteria. These criteria can be either the customer's System ID or the Customer Number.
For more details, see Integrating Salesforce® with Business Central®.
Business Central® – Manual Resync of Customers and Invoices
To ensure data consistency and integrity when syncing data from Business Central®, you now have the option to manually resync customers and invoices.
For this purpose, we have added the Resync Invoices and Resync Customers options to the Connector Settings panel's menu. You can access it by clicking on the three vertical dots located in the top-left corner of the page.
Selecting these options will trigger syncing of open and closed invoices as well as customers and some additional entities.
For more details, see the Configuring YayPay section.
