Zuora Payments Sync: We’re pleased to announce an enhanced Tesorio integration for Zuora customers. With bi-directional payment sync, you now get a unified, real-time view of your financial data and immediate access to both Cash Application and the Payment Portal. Please reach out to your CSM to configure either of these items in your Tesorio instance.

Currency Confidence for Single-Currency Lockbox Files: Enhanced lockbox processing to automatically set currency confidence level to 100% when only one valid currency is detected in the file, streamlining the review process for single-currency lockbox imports.

Invoice Search in Posted Payments: You can now search by invoice number within the Posted Payments Workspace, improving navigation and payment lookup efficiency.

ACH Payment Method Display: Updated payment method listings to display the last four digits of ACH accounts, providing better identification and verification of ACH payment methods.

BAI File Import Duplicate Prevention: Resolved unwanted duplicate transactions during BAI file imports.

Payment Method Filter Functionality: Fixed the payment method filter in the Unposted Payments workspace, which was not properly excluding selected payment methods from results.

Pending Balance Display in Cash Application: Corrected an issue where pending balances were not reflecting properly in the cash application drawer when drafted payments were applied to invoices.

Aging Trending Widget: The AR Aging widget now displays dollar values and features formatting improvements for better chart visibility. Also resolved an issue where filtering the Aging Trending widget by collector assignment was not properly displaying data

Promise to Pay Widget Data Display: Corrected "Invalid Date" and "NaN Days" errors appearing in the Missed Promise to Pay widget, ensuring accurate display of promise to pay dates and days overdue calculations.

AR Forecast Quarterly Calculation: Fixed incorrect total forecast figures in the AR Forecast widget when viewing quarterly time periods, ensuring accurate reporting across all timeframes.

AR Payments Table Download: Fixed an issue preventing the AR Payments table from completing the download process, which was causing the export to hang indefinitely.

Credit Memo Balance Display: Fixed an issue where customer records were showing credit memo counts and balances when no unapplied credit memos existed.

Latest Manual Email Date Filter: Corrected the Latest Manual Email Date filter in Invoices and Customers workspaces, which was not capturing the most recent manual email dates accurately.

Email Thread Performance: Resolved browser freeze and crash issues when loading email threads with large message volumes, significantly improving inbox stability and performance.

Payment Portal Authentication: Resolved authentication failures when users accessed tokenized payment links.

Custom Field Persistence: Fixed an issue where custom fields were saving as blank after scheduled syncs.

NetSuite Contact Synchronization: Improved reliability of customer contact synchronization for NetSuite integrations.

Salesforce Contact Relations Import: Fixed contact relations import logic to properly handle cases where multiple customers share the same Salesforce ID.

Zuora Customer Matching: Enhanced Zuora customer serializer to consider Salesforce ID when searching for existing customers, improving customer record matching accuracy during imports.

NetSuite Sync: Made updates to the NetSuite sync strategy to have better performance with large batches of data.

Multi-Subsidiary Statement Headers: Corrected statement headers to properly display parent subsidiary names when invoices span multiple subsidiaries, improving statement clarity and accuracy.

INR Currency Formatting: Fixed formatting for Indian Rupee (INR) currency across email templates, customer statements, and workspace displays, ensuring proper currency symbol and number format display.