Users can search for invoices and customers using global search, located in the upper right with a magnifying glass icon. Find customers or invoices from anywhere in Tesorio without switching screens or losing work. Access via Command + K hotkey.

The Touch Activity widget now supports Customer-level reporting (previously invoice-only). See our Help Center article on the Touch Activity widget for more details.

The Data Overview widget now supports Credit Memos and Payments for top-level tracking. Also, any widget created from Data Overview now supports more than 3 columns (when using the "table" format). See our Help Center article on the Data Overview widget for more details.

Companies with more than 6 aging buckets can now view data for up to 8 buckets across all dashboard widgets and workspace charts.

The AR Aging widget includes several improvements:

See our Help Center article on the AR Aging widget for more details.

Enhanced error handling system provides clear error messages, prevents unnecessary retries, and maintains separate loading and error states.

Resize column widths by dragging column boundaries. Width adjustments are saved per workspace and persist across sessions.

Apply invoice custom fields as filters on the Customer Workspace.

Track upcoming tasks with rolling filters (e.g., "due in the next 3 days") in Invoice workspaces.

Added to Invoice, Customer, Bills, Vendors, and Credit Memos workspaces. Filter by To Do, Working, and Done statuses.

Added to Invoice & Customer workspaces to identify invoices emailed by campaigns within specific date ranges when paired with other campaign filters.

New Tax Amount filter allows filtering invoices based on whether they include tax.

Email Activity Stage filter includes "has emails" option, referencing records with linked email threads (campaign or manual).

Available as a column in Customer workspace, displaying Invoice # and available when downloading/exporting.

Added Customer Latest Payment Date column to Invoice workspace.

Added to Portal Payments workspace displaying Stripe payment_succeeded date alongside existing transaction date.

When "Invoices" column is included in Customers workspace, choose which invoice-specific columns appear in the sub-table and set column order.

Clear indicator when records have no associated contacts instead of blank screen.

Edit notes if you're the original creator or if created within the previous day. Workday & Salesforce notes remain non-editable.

Pin notes to appear at top of notes list. Multiple notes can be pinned. Pinned notes are company-wide.

Simplified tab experience in workspace drawers for Invoices and Customers with single set of tabs for Notes and Emails.

Customer country information now available on customer records in Customer workspace.

Seamless navigation between records with smooth transitions instead of slide-in motion. Active tab state preserved between records.

Invoice Table variable now includes PO Number column for easier purchase order reference.

"Recipient address" available as email variable, referencing customer address fields in your ERP.

For more information, see our articles about how to use email variables and the types of variables available in the Help Center.

Personal email accounts can receive all incoming emails, not just from existing contacts. Enable via user profile setting (must be activated by Tesorio first).

Campaigns using custom fields can now select days "before" when configuring pivot date (previously "after" only).

Tesorio visually distinguishes emails held due to sending caps. These process automatically once caps expire.

Tesorio recalculates send_at time when campaign schedules are modified, ensuring correct timing and avoiding delays.

Portal Payments workspace exports include invoice amounts in both local currency and USD equivalent.

Campaign Email Approval screen exports include invoice amounts converted to USD.

Export Pending Payments report (via Action button in Customer Payments workspace) now provides file copy to Tesorio SFTP Service while generating ad-hoc download.

Action Center supports bulk actions for Assignee, Status, and Delete. Perform bulk actions across multiple selections on multiple pages.

When payment portal links expire, customers automatically redirect to a page where they can request a fresh link by providing their email address (refresh requests allowed for up to 90 days). See our Help Center article on generating portal links for customers for more details.

Use the "Link Where Portal Login Is Required" variable when sending portal links. This directs customers to a sign-in/sign-up page and better supports ACH payments and saved payment methods.

Contacts existing in multiple customer or invoice records have a "Customer Picker" dropdown in the Payment Portal to switch between customers and invoices. End customers must have the appropriate portal settings tags and be authenticated users (ie, have a payment portal login). See our Help Center article on payment portal user access for more details.

Payment Portal users can download additional file attachments beyond statements. Enable under Administration > Subsidiaries > Portal Settings > Portal Access. End customers must be authenticated (ie, have a payment portal login) to access this feature. See our Help Center article on sharing attachments with portal users for more details.

Invoice-level contacts can now register/create Payment Portal accounts (previously limited to customer-level contacts).

Users can now deactivate Registered User profiles, removing access to invoice/payment information and saved payment methods/auto-pay settings.

NetSuite users can sync Stripe ID to NetSuite for Tesorio Payment Portal payments. Available under Cash Application settings. Input appropriate database key name (e.g., cust_stripe_id) from NetSuite. Stripe ID accessible in Customer Payments workspace. See our Help Center article on payment portal visibility for more details.

Tesorio Delivery Option (TDO) now configurable. Previously automatic during unexpected disconnections, users can now disable this feature. Disabled emails will be marked as failed for user evaluation.

You can now remove a customer association from a payment entirely—not just switch it to another customer. To unlink, click the down arrow on the Match button and select Unlink from Customer from the dropdown menu.

Tesorio now extracts remittance information from emails and improves match rates and recommendations using the information as part of the cash application process. This process can extract remittance from the email body or attachments including .csv, .pdf, .xlsx, .doc, .txt and others.

Tesorio Delivery Option now configurable in Company Email Settings. Control whether Tesorio sends emails when preferred delivery method disconnects. Disabled option results in failed emails that are not recoverable. See our Help Center article on the Tesorio Delivery Option for more details.

Global permission set updated to include control over workspace creation and editing.

New subsidiary logo options:

Note: Variable output is a hyperlinked URL. Use Insert Image function to display logo in emails.

See our Help Center article on statement settings for more details.