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

Improved Payment Interface

To enhance your user experience when paying for invoices or making payments on your account, we have improved the payment process user interface, making it more intuitive and efficient.

This is part of our ongoing commitment to make our platform as convenient and user friendly as possible.

For more information, see the Making Payments from the Customer Portal section.

Cash Application

Applying Allocation Rules Automatically

We have added a new check box called Auto-apply rules to the Allocation Rules‍ tab on the Cash Application Settings page.

If enabled, YayPay will now automatically apply the predefined allocation rules to each payment uploaded to the Cash Application module within a payment file.

The system will use the allocation rules as a fallback if other types of auto-allocation available for uploaded payments are unsuccessful, ensuring all payments are allocated correctly.

This new feature saves valuable time and reduces manual effort, further enhancing YayPay's automated payment allocation abilities.

For more details, see the Auto-Allocation Using Allocation Rules‍ section of the Payment Allocations article.

Remittance Auto-Allocation Based on Custom Fields

We have added a new toggle called Use document numbers from custom fields to the Remittances tab on the Cash Application Settings page.

If your ERP system uses custom fields with invoice numbers that differ from the standard ones, this toggle will be very useful. By activating it, you can leverage these custom fields to improve YayPay’s ability to identify customers who send remittance emails. This enhancement will streamline the process of remittance auto-allocation.

For detailed information on how this toggle affects the system, see the Use Document Numbers from Custom Fields‍ section of Cash Application Settings article.

Assigning AR Specialists to Open Payments

We have added a new icon called Manage AR to the OPEN payments tab.

AR specialists and admins can use it to assign AR specialists to specific open payments, efficiently distributing the workload among the AR specialist team, streamlining the cash application process.

For more details, see the Assigning AR Specialists to Open Payments‍ section of the Payments in Cash Application article.

Credit

Update External Credit Data for Dun&Bradstreet

We have improved the Update external credit data action which is available for both workflow and global rules events to automatically update external credit data of the Dun&BradstreetTM inquiry provider whenever a specific event occurs.

To update the Dun&BradstreetTM credit data, we have added a new D&B PAYDEX option to the Credit Data drop down menu.

For this action to be visible in the drop down menu, you must first configure it.

After the specified event occurs, the D&B PAYDEX field on the Statement page will automatically be updated. Additionally, this update will also be logged on the CREDIT SCORE LOG tab located at the bottom of the Statement page.

**This feature requires the Advanced Credit module.**

For more information, see the Rules Engine Actions article.

Creditsafe® Credit Checks in More Countries

To broaden the scope of our services, we have expanded the geographical coverage of the Creditsafe® credit inquiry provider's services.

As a result, you can now run credit checks in a wider range of countries, including Afghanistan, Argentina, Australia, Azerbaijan, Bahrain, Bangladesh, Brazil, Cambodia, China, Colombia, Ecuador, Hong Kong, India, Indonesia, Iran, Iraq, Japan, Jordan, Kazakhstan, Kenya, Kuwait, Kyrgyzstan, Laos, Lebanon, Malaysia, Mexico, Myanmar, Nepal, New Zealand, Nigeria, Oman, Pakistan, Palestine, Peru, Qatar, Saudi Arabia, Singapore, South Africa, South Korea, Sri Lanka, Syria, Taiwan, Tajikistan, Thailand, Turkmenistan, UAE, Uzbekistan, Vietnam, and Yemen.

For more information, see Using the Credit Inquiry Search.

Payment Providers

Payment Processing via CardConnect

When processing payments via CardConnect, the data provided to CardConnect during the payment processing now includes the Purchase # and Invoice # fields with updated data.

The Purchase # field newly lists the invoice ERP IDs (separated by commas), and the Invoice # field lists invoice numbers (separated by commas).

Based on this information, you can match payments with their respective invoices once a payment is processed.

For more information, see the CardConnect Payments and Integration section.

Workflow Features

Selecting Roles for the Set dispute assignee Action

We have enhanced the Set dispute assignee action so that you can select not only a specific user but now also a user role.

If you select a role like an AR specialist, a user with this role will automatically be assigned to handle a dispute when a specific event occurs. If there is no user assigned to the selected role, the dispute will remain unassigned.

For more details, see the Rules Engine Actions section.

Business and Account Settings

TOTAL DUE Amount in Invoice Currencies

To provide you with more flexibility, you can now display the TOTAL DUE amount on the Statement page in the customer's invoice currencies.

To enable this, we have added a new Statement - Show Total Due by the invoice currency check box to Settings | Business.

For more details, see the Business Settings (General information) section.

Customer ERP ID Column on the Customer Portal Page

To provide you with more control over the content displayed on the Customer Portal web page, we have enhanced the Customer Portal & Statement PDF/Excel - Show Customer’s ERP ID setting.

This setting now influences the visibility of the Customer ERP ID column on the OPEN INVOICES, CLOSED INVOICES, and PAYMENTS tabs.

The Customer ERP ID column will only be visible if the setting is checked. If it is unchecked, the column will be hidden from the invoices grid in parent Customer Portals.

For more information, see the Business Settings (General information) section.

Attaching Invoice PDF Files to Email Reminders

When sending email reminders, you now have the option to decide whether or not to automatically attach an invoice PDF to your email reminders.

For this purpose, we have added a new Email - Do not attach invoice PDF by default check box to Settings | Business.

For more details, see the Business Settings (General information) section.

Integration Features

Sage Intacct® – Syncing Documents by Location ID

When synchronizing data from Sage Intacct®, you can now synchronize documents by location. Thus, the connector will filter and sync only AR data such as invoices, payments, credits, and adjustments that are associated with the specified locations.

For this purpose, we have added the Location ID field to the connector's Settings page.

To learn more about this feature and how to utilize it, see the Start Synchronization between Sage Intacct and YayPay section.

Enhancing Salesforce® and Business Central® Integration

To provide you with more flexibility when integrating data between Salesforce® and Business Central®, you can now choose between using the Customer Number or the System ID value as the key identifier for customer data synchronization.

For this purpose, we have added a new salesforceErpIdSource endpoint to the Business Central® mapping file. This is used for setting up data integration from Business Central®.

During the data synchronization process, the connector will identify customers in YayPay that match the set identifier and synchronize the relevant data from Salesforce®.

To learn more about this feature and how to utilize it, see the Integrating Salesforce with Business Central section.

Enhancing Manual Resync of Customer Data from Salesforce®

When integrating YayPay with Salesforce®, you can manually resync customer data using the Resync Customer Data from Salesforce option found in the header menu of the Statement page. This feature has now been extended to support manual resyncing of customer data from Business Central®.

Selecting this option will trigger the syncing of sales representative details, customer success manager information, custom fields, and will push customer and invoice level notes or a statement link to Salesforce®.

For more information, see the Statement page's Header section.