Cash Application Trial Mode: Introduced a new Trial Mode for Cash Application that allows companies to test cash application workflows without affecting production data. Payments remain in "READY" status and do not sync to ERP systems during trial. Reach out to your CSM for more details.

Enhanced Lockbox Review Controls: Added configurable review settings for check lockbox processing, allowing users to force all documents into manual review. Includes distinction between "Review Required" (system-flagged) and "Review Requested" (user preference) statuses. Find this under Administration > Cash Application Settings.

Multi-Invoice Payment Recommendations: Improved the user interface in the Customer Payments drawer with clearer visual separation, dedicated headers, and aggregate totals to enhance payment-matching visibility. View these changes in the Customer Payments record drawers under the Applied Invoices tab.

Invoice Update Event Tracking for Workflow Automation: Workflows can now be triggered by specific changes to key invoice fields (status, amount, due date, etc.). This enables you to create targeted workflow automations that respond to specific field changes—such as automatically notifying stakeholders when payment terms are updated or escalating invoices when their status changes. The enhancement provides granular control over which field modifications trigger your workflows while maintaining full compatibility with existing invoice operations.

Invoice Pending Balance Calculation: Corrected invoice pending balance calculations to exclude unposted payments in "READY" status, ensuring accurate balance display.

Duplicate Bank Account Prevention: Resolved an issue that allowed duplicate bank account entries to be created.

AR Forecast Trend Display: Fixed an issue where the "Historical" line in AR Forecast Daily Trend analysis was incorrectly showing as flat for past periods.

Custom Field Export in Drafted Payments: Resolved missing custom field data when downloading reports from the Drafted Payments workspace.

Campaign Email Duplication: Fixed an issue where campaign emails were being sent multiple times due to retry logic conflicts with one of the services used to connect email accounts to the platform.

Email Thread Assignee Synchronization: Resolved an issue where email thread assignees were not updating when customer or invoice assignees changed.

NetSuite Deleted Invoice Sync: Fixed an issue where invoices deleted in NetSuite on the same day as a sync were not being marked as deleted in Tesorio due to timestamp precision differences. The sync now properly captures all same-day deletions, ensuring accurate invoice status across both systems.

NetSuite Credentials Validation: Corrected the NetSuite credentials update form to properly validate and set the is_valid flag using current SuiteQL validation methods.

QuickBooks Connection Stability: Improvements have been made to QuickBooks authentication methods, which were causing frequent disconnections in the integration.

Slack Slash Commands: Fixed integration authentication issues that prevented slash commands from working.

Lockbox CSV Null Handling: Improved handling of null values in Lockbox CSV files to prevent import failures.

International Card Payment Processing: Introductory work for an upcoming upgrade to the Stripe integration resulted in payment method creation errors that were preventing customers from completing portal payments.