Create custom fields directly in Tesorio to capture data beyond your ERP sync. Custom fields integrate across workspaces, email templates, and campaigns—enabling personalized communication, automated campaigns, and refined data filtering. This flexibility lets you build workflows tailored to your specific needs.

This feature is now available for all integrations, including Flat File, and supports multiple field types. Currently, Users can only create Tesorio Custom Fields for Invoice & Customer records. To learn more, please see the following articles in the Tesorio Help Center.

Users can now create Collections Tracker widgets from shared AR Workspaces, displaying AR Forecast goals directly on the Dashboard. Clicking goals navigates to the saved workspace. Supports Quarterly/Monthly views with saved filters for tracking progress against targets.

The forecast amount for prior periods in the As of Right Now forecast view have been updated to provide a more accurate view of those forecasts as they were during the period.

The As Of Right Now and As Of Beginning of Period views now determine how forecasts are calculated during the current and future periods only. Prior periods are now calculated consistently between the views and are based on what the forecast was as of the beginning day of the period in question. To learn more, please see the Tesorio Help Center article As Of Forecast View.

The Variance Explanation chart — previously only available in the As Of Beginning of Period view — is now available in the As Of Right Now forecast view. Within the As Of Right Now forecast view and with a prior period selected in the chart at the top, click on the Forecast Tab to view the Variance Explanation chart. To learn more about this chart, please see the Tesorio Help Center article Analyze Cash Flow Variance.

You can now choose exactly how Tesorio handles promise-to-pay dates with the new configuration settings:

"Other" Alerts tab not loading: An issue preventing users from viewing alerts on the "Other" tab has been resolved.

"Has No Supplier Portal PO" filter was incorrectly displaying on Invoice workspaces and Campaigns. This filter was not editable and has been removed as it was not intended for display.

"Latest Note" not displaying correctly: Fixed an issue where the latest note was not being displayed in the Payments workspaces when displayed as a column.

Beta "Generate Workspace": An issue that was inhibiting this Beta feature from executing properly has been resolved, and it has instead generated an error message. This feature is still in Beta and operational again.

Note display issue: Fixed an issue where notes were not sorting properly in the customer view. This was caused by notes being pinned, which affected their display order.

Customer Email Editor: Fixed an issue where templates with "Selected Invoices" caused the Customer Drawer to skip all attachments. The editor now properly includes statement templates and other attachments, excluding only "Selected Invoices" (not applicable in the customer drawer).

"All Open/Overdue Invoices Templates: Fixed templates with "All Open" or "All Overdue Invoices" failing to load invoice attachments. Attachments now load properly across Drawer, Email Manager, and Campaigns.

Duplicate Invoice Records Created by PO Number Importer: Fixed an issue where a PO number importer incorrectly changed invoice IDs, causing the daily importer to create duplicate records. Original invoices with tags, notes, history, and emails were marked as cleared, while duplicates lacked this data.

Open Invoice Balance conversion: Fixed a currency conversion issue affecting the Open Invoice Balance display in the Customer Workspace for flat file customers with non-USD currencies. The problem was caused by a query optimization that defaulted to 1.0 instead of using the invoice's root exchange rate value.