Timeline is now available in the Invoice Drawer providing a chronological activity feed on any invoice, showing a full history of status changes, notes, emails, promises to pay, submissions, and AI-driven actions — including the reasoning behind them. Each entry captures who took the action, when, and links to any related records.

Process bank transactions in real-time throughout the day instead of waiting for next-day BAI2 files. Intraday matching gives you up-to-the-minute cash visibility, automatically prevents duplicate payments across intraday and next-day files, and displays match confidence levels with inline reasoning to speed up review. Supports BAI2_INTRADAY, CAMT52, and CAMT53 formats. Critical for enterprise customers who need immediate cash application and accurate cash positioning during high-volume periods.

Multi-ERP Payment Routing: Implemented per-payment ERP routing for companies using multiple ERPs, allowing different payments to be sent to different systems (Zuora, NetSuite, Intacct) based on invoice source rather than company-level defaults.

L2/L3 Card Data Optimization for Tesorio Pay: Enhanced card payment processing to automatically include detailed transaction data when available, helping to qualify your payments for lower interchange rates from card networks. This optimization can reduce processing costs for eligible card transactions without requiring any action from you or your customers.

Last Seen Email Date Column: Added "Last Seen Email Date" column to workspaces, showing when an email was last seen by an external contact (excluding internal team members) for improved engagement tracking and reporting.

Dual-ERP Customer Balance Aggregation: Added setting to sum customer balances when both Zuora and NetSuite are connected, properly handling customers with invoices in both systems.

Lockbox: Disabled all actions in lockbox review once "create drafted payments" is clicked, preventing duplicate payment creation.

AutoPost Filter Logic: Corrected autopost filter to exclude the "status = unposted" filter, ensuring proper filtering of autoposted payments.

Currency Mismatch Detection: Fixed Collections Agent to properly detect and prevent currency mismatches when applying payments to invoices.

Payment Date Recalculation: Unapplied AR payments now properly trigger customer latest payment transaction date recalculation during imports previously only applied payments triggered this.

Filter Persistence: Fixed filters on unapplied invoices to persist correctly when sorted oldest to newest. Previously the sort would not persist after applying the payment.

Customer Portal Access: Resolved authentication issues preventing certain users from making payments through the Customer Portal.

L3 Data Validation: Fixed Level 3 card data being incorrectly dropped due to amount inconsistency validation.

Email Scroll Behavior: Fixed double scroll bar issue in email view.

From/To Filter Functionality: Corrected From and To email filters to work as expected in the Inbox when threading emails

Gmail Email Sending: Resolved issue causing preventing emails from being sent using the Gmail integration.

Email Send Retry Logic: Added retry logic when sending emails, improving reliability.

Invoice Tagging Performance: Fixed slow invoice tagging that was causing the interface to freeze and prevent tag application.

Scheduled Download Permissions: Corrected scheduled download user list to no longer require admin permissions for viewing.

Notes Image Insertion: Fixed image insertion in notes that was causing images to break.

Automatic Flat File Timeout: Implemented automatic failure for flat file imports stuck in processing state for over 24 hours, preventing orphaned imports from blocking the queue.

NetSuite Memo Field Mapping: Corrected an issue where lockbox memo customizations were being overridden.

Salesforce Import Stability: Fixed Salesforce customer importer logging and resolved issues for large customer datasets.

Zuora Subsidiary Assignment: Fixed subsidiary assignment for companies using both Zuora and NetSuite. Previously, when a company had both integrations but was configured to treat Zuora as the primary source, customers and invoices imported from Zuora were not receiving subsidiary assignments.

Stripe Balances: Corrected how incomplete payment attempts are handled in the Stripe Billing integration. Previously, incomplete Stripe transactions were being counted as unapplied payments in Tesorio.

Widget Permissions: Corrected permission handling for the Tesorio widget in Salesforce to properly respect individual user access levels, ensuring appropriate visibility and actions based on assigned permissions.