Inbox UI Enhancements: Our updated Inbox features a drafts folder, collapsible side panels, and a streamlined task system that lets you attach, @mention, and update tasks directly within your email threads. Stay organized with new task status badges and tag filters, while the enhanced Action Center provides a centralized place to manage, view, and export all email-related tasks.

AutoPosting Control: Added a setting in Cash Application that allows users to turn auto-posting on or off. When enabled, payments that meet the auto-match confidence threshold will be automatically posted without manual review.

Multi-Currency Invoice Posting: Enabled posting of invoices in different currencies than the subsidiary currency, allowing greater flexibility for global organizations with multi-currency operations.

NetSuite Consolidated Payments: With Consolidated Payments enabled in NetSuite, if you have parent/child hierarchies, you can see and apply payments in Tesorio to:

Lockbox Remittance Apply Amounts: The Cash App Agent can now apply the amounts specified in lockbox remittance files, rather than applying them sequentially by invoice balance. This ensures accurate automated payment allocation in accordance with remittance instructions.

Recommendations List UI Improvements: Improved the user interface for cash application recommendations, providing a clearer visual presentation of payment suggestions.

Chargeback Notifications: Implemented in-app and email notifications for chargebacks, alerting users when payment disputes occur in real-time. Available only for Tesorio Pay.

Updated Stripe Payment Experience: Upgraded the customer payment experience for Stripe users with a streamlined interface for checkout and managing saved payment methods.

Enhanced Card Payment Data: Implemented Level 2 card data transmission to help lower interchange rates on Tesorio Pay card payments. This work assumes that Customers are capturing applicable data from their end-payers.

Salesforce ID Custom Field Mapping: Added the ability to configure a custom field that maps to Salesforce ID, providing greater flexibility in Salesforce integration configurations.

Invoice Total Balance Display: Fixed an issue where selecting multiple invoices was not displaying the total balance correctly.

Payment Posting Status: Resolved an issue where customer payments were stuck in "posting" status.

Filtering Updates: Cash Application filters now automatically add "is not archived" to the criteria, ensuring only active payments appear. Additionally, the "View" link now toggles to "Remove" after applying a filter, allowing users to easily clear the specific filter and return to the default view of unposted, unarchived payments.

Customer Match Modal Scrolling: Improved the scrolling behavior in the customer match modal.

Lockbox File Name Preservation: Fixed an issue where lockbox file names were being rewritten when marked as reviewed.

Remittance Data Extraction from Forwarded Emails: Fixed the extraction of remittance data from emails forwarded to “remit@” address, ensuring proper capture of payment application details.

Inbox Refresh Loop: Fixed an issue causing the Inbox to continuously refresh, preventing normal email viewing and management.

Insights Page Performance: Resolved browser crashes on the Insights page when viewing large data sets (13 months or more), improving page stability and performance.

Customer Graph Date Range: Fixed the customer graph for billings and collections, removing the previously-capped upper limit to ensure proper display of current data.

Tesorio Pay Onboarding Error Messages: Improved Tesorio Pay onboarding to display specific missing subsidiary fields instead of showing generic error messages.

Credit Card Address Entry: Fixed missing address entry option for credit card payments with Tesorio Pay.

Transaction Export Data Accuracy: Fixed Portal Payments workspace transaction export to match the UI display, ensuring consistency between viewed data and exported reports.

Deleted Payment Display: Resolved an issue where completed payments were still showing in the Invoice drawer.

Invoice Payment Reconciliation: Fixed an issue where invoice amounts were cleared but corresponding payments were missing from the system.

Data Handling: Resolved multiple system errors that were causing processing failures and interruptions.

Salesforce Canvas Setup: Simplified Salesforce Canvas setup by removing the requirement for Salesforce credentials when they're not needed.