Overview
The Timeline is an activity feed inside Tesorio that displays a chronological log of actions taken on a record. It provides a complete history of what happened, who did it, when, and why—without needing to piece together information from multiple places.
Timeline is located in the Invoice Drawer under the Timeline tab.
Event Types Tracked
Invoice Events:
Matched or unmatched from purchase orders
Invoice approved, rejected, or paid in an AP Portal
Invoice submitted to a Supplier Portal
Promise to pay added, changed, or removed
Company expected pay date added, changed, or removed
AP Portal promise to pay added
Notes added via AP Portal or directly
Email drafts created or sent
Assignee added or removed
Customer linked or unlinked to purchase order
Invoice matched to purchase order line
Tasks created or completed
Email Thread Events:
All email activity related to the thread
Actions taken by users or AI agents
Status changes and updates
What Each Timeline Entry Shows
Each entry displays:
Icon: Color-coded by event type for quick visual scanning
Action text: Clear description of what happened
Actor: Who performed the action (person name, email, or system actor like "Tesorio AI")
Timestamp: Formatted as "MMM D, YYYY h:mm A"
Related objects: Clickable links to invoices, purchase orders, tags, payments, or email threads
AI Reasoning badge: Sparkle icon with tooltip when an AI agent performed the action.
Collapsible content: Note body, email body, or submission values (depending on event type)