Yoga for FSM‘s new reports provide real-time visibility into the entire AP lifecycle, consolidating executive dashboards, queue analytics, and exception reporting in an easy-to-navigate reporting platform.
In the demo below, Director of Client Success Julia Robinson walks through Yoga’s new FSM reports, beginning with the AP Leadership Dashboard: a live, executive-level view of payables health that surfaces payment timing, exposure by risk bucket, and groups top vendors by volume and spend. Users can also toggle to early payment discount mode to reformat the same data around capturable savings, allowing teams to track discount windows by days remaining before expiration.
From there, Julia drills into day-to-day operations with the Q Explorer, which explains what’s sitting in each queue and why, including reason code, vendor, or last router. After that, she previews how the Lifecycle Report maps both processor productivity and the full journey of every invoice from intake to payment, specifically pinpointing where documents dwell longest and where bottlenecks form.
Next, Julia shows how automation health is tracked through straight-through processing rates and touch counts, and how the Open AP Accrual Report captures all outstanding liabilities in a single, filterable snapshot.
Julia rounds out the walkthrough with a dedicated set of exception reports built to keep data clean and vendors accountable. The Purchase Invoice Resolution queue tracks bottlenecked invoices and payment risk, while the Duplicate Vendor Report quantifies the value protected by flagged duplicates. She also touches on the Vendor Maintenance, EDI, and Packing Slip reports, which each show where invoices stall against your internal SLAs.
Throughout the demo, one theme holds: nearly every view is interactive, filterable by dynamic date range, and exportable to Excel in one click. Clicking any invoice anywhere in the application opens its live Yoga form with full document and data detail.
By replacing scattered spreadsheets and manual status checks with a unified, real-time reporting layer, organizations gain a clear view of AP performance, from executive summary down to a single invoice.
If you have any additional functionality questions, or would like a customized demo with your own invoices, we’d be happy to help. Please reach out to us at questions@rpic.com and we’ll connect you with the right person on our team.
Check out the video below to see Yoga’s FSM Reports in action.
