Global Payment Portal Users: Enabled Payment Portal users to access multiple Tesorio companies with a single account. This enhancement along with the Payment Portal’s granular visibility settings will allow invoice contacts to view only specific invoices they are listed on (rather than all invoices for a customer) and supports cross-company customer access with company switching capabilities.

Self-Service Contact Management: Enabled self-service contact management via the Payment Portal, allowing customers to manage their own company contacts. Those contacts will automatically appear under your customer contacts in Tesorio.

Tesorio Pay Status Clarity: Added distinct status for subsidiaries with incomplete information in Tesorio Pay, replacing the "Internal configuration missing" message with clearer status indicators.

Payment Details & Refund Processing: Integrated transaction details as a column option in the Portal Payments workspace for Tesorio Pay payments. This allows you to view transactions in detail and issue refunds directly from Tesorio. See this article for more information.

Download Payout Reports: You can now download Tesorio Pay payout reports by navigating to Portal Payments > Tesorio Pay > Payouts. These reports contain detailed information about your Tesorio Pay transactions including reference numbers, payment amounts, dates, and invoice, invoice, and banking information.

Posted Payment Recommendations: Enabled recommendation generation for posted payments with a remaining unapplied balances, improving the workflow for posting on account by continuing to suggest matches after posting.

Invoice Availability Display: Removed limitation that prevented displaying available invoices when they had been auto-applied elsewhere but not yet posted, improving visibility of invoice application status.

Invoice Tag Filter in AR Forecast: Added invoice tag filtering capability in the AR Forecast module, enabling users to create separate forecasts for different invoice populations, such as disputed or delinquent invoices.

Invoice Attachment Downloads: Fixed an issue preventing users from downloading files from the Attachment tab of the Invoice Drawer.

Portal Payment Export: Resolved an issue preventing users from exporting payment details from the Portal Payment workspace.

Tesorio Pay Onboarding Status Accuracy: Fixed incorrect display of Tesorio Pay onboarding as complete when required configurations were missing.

NetSuite Invoice Update Tracking: Fixed the NetSuite Open Invoices importer to properly add updated invoice IDs to the tracking system, ensuring customer fields calculated from invoices are updated correctly.

Coupa Login Authentication: Resolved an authentication issue in the Coupa login flow to ensure reliable synchronization following recent API updates from Coupa.