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.
Customer Portal Features
Experience the New Customer Portal
We are now automatically enabling our improved Customer Portal for users who have not activated it yet. Get ready to explore its advanced features.
For an overview of the features, see the Customer Portal Overview section.
Cash Application Features
Creating Remittances from Emails Simplified
When YayPay receives an email, it no longer displays the first remittance record on the user interface immediately. It now waits until the email data is processed, the customer is matched, and allocation is completed before displaying the remittance records.
By waiting to display the remittance records until all necessary processing steps are completed, users can avoid any potential confusion. This improvement ensures that the displayed remittance record is accurate, complete, and ready for user interaction, providing a more seamless and reliable experience.
To learn more about this feature, see the Creating Remittances from Emails section of the Remittances in Cash Application article.
Processing Email Remittances Enhanced
We have significantly increased the accuracy of automatically associating the correct customer with any received email remittance. Now, YayPay first scans the email body for any invoice numbers. It then matches these numbers with invoices already recorded in YayPay. The customers linked to these matched invoices become potential candidates to be associated with the created remittance.
If YayPay finds no invoice numbers in the email body, it uses the email-based identification logic established previously.
To learn how this process works in detail, see the Identifying Customers Who Sent Remittance Emails section of the Remittances in Cash Application article.
Processing Payments from Payment Files Enhanced
We have significantly increased the accuracy of automatically associating the correct customers with the payments uploaded via payment files.
Now, YayPay prioritizes identifying the customer who made each given payment using the new invoiceIn property. This property can be configured in the JSON mapping file.
YayPay scans the payment file columns specified by the invoiceIn property for invoice numbers. The customers linked to these invoices are then shortlisted as potential matches for the associated payment.
If YayPay finds no invoice numbers using the invoiceIn property, it tries to identify the customer using the customerIn property (as it did previously).
To learn how this process works in detail, see the Importance of Customer Association Properties section of the Cash Application Settings article.
Pushing Payments to ERP via FTP
We have added a new check box called Push payments to FTP server into the Export To CSV dialog.
If checked, YayPay will push the exported payments (along with their allocation data) to the FTP server defined in the CSV Connector Settings. This allows your ERP system to access and retrieve this data.
This feature is particularly beneficial for businesses that utilize ERP systems other than Sage Intacct® and Oracle Netsuite®, as it simplifies the accounts receivable process by automating payment data transfer. For Sage Intacct® and Oracle Netsuite® users, payment pushing is already natively supported.
Additionally, if there is an issue with a payment push to your ERP system via the FTP server, you can simply hover over the error status or icon to view a detailed tooltip explaining the problem. For instance, it could highlight issues like invalid FTP credentials.
