Now in beta Tesorio’s AI Chat! Ask natural language questions about your AR data and get instant answers without building reports. Includes animated onboarding, comprehensive filtering of native and custom fields, and MCP server integration for connecting external AI tools like Claude to Tesorio. Contact your Customer Success Manager for beta access.
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Start Zoom calls directly from any Customer or Invoice drawer by clicking the video camera icon. Tesorio generates a meeting link that's automatically copied to your clipboard to share with your customer. After the call, Tesorio captures the recording transcript and uses AI to generate a summary, flag payment promises, and create follow-up action items, all surfaced in a new Meetings tab in the drawer. See this article for reference.

Multi-Template Mapping in Campaigns: Added ability to configure campaign steps to automatically select different email templates based on custom field values. You can now create a single campaign that sends different template variations to different customers based on criteria like region, customer type, or any other custom string field (ERP-based or Tesorio-created), while keeping all other campaign settings and timing consistent.

For more information, click here.

Contact Tag Block List: Users can now exclude (block) contacts based on contact tags. On the block list page, there is a new section called “Contact Tag Block List.” When the email queue is built, any contacts containing the configured tags will automatically be excluded from the email list.

Email Grouping by Subsidiary: Added subsidiary-based email grouping in Email Manager and Campaigns to handle cases where invoices belong to a different subsidiary than the customer. This creates a combined grouping of customer + subsidiary, ensuring that invoices are grouped correctly when a single customer has invoices across multiple subsidiaries.

Inbox UX Improvements: Enhanced email inbox usability with improved thread sorting (most recent message takes focus), better visual contrast for readability, streamlined message collapsing behavior, and optimized line spacing for easier scanning of email threads.

Date Field Clearing: Enabled clearing of date values in custom fields, allowing users to remove dates from date-type custom fields after they've been set, matching the functionality of native date fields like promise-to-pay.

Zuora Billing Country Mapping: Added support for mapping Zuora custom fields to the billing country field on invoices.

Stripe Billing Enhancements: Multiple improvements to Stripe Billing integration including revamped payment-to-invoice flow, support of customer shipping address as a field, subsidiary assignment based on last open invoice, and proper timezone handling for datetime conversions.

Multi-Credential Salesforce Sync: Added support for Salesforce sync when companies have multiple Salesforce credentials configured.

Invoice Attachment Refresh: Fixed issue where attaching an invoice to an email thread required a page refresh before the attachment would appear.

Reply All and Forward Functionality: Fixed an issue where forwarding an email didn’t also forward the attachment and the reply all functionality now has the recipients cc’d except the immediate person you’re replying to.

Gmail Email Sending: Removed a limit preventing emails with a large quantity of links from being sent using the Gmail integration in Tesorio

Email Thread Whitespace: Eliminated excessive whitespace appearing in email threads, improving readability.

Attachment Filter: The system was treating emails with no attachments as if they had attachments due to how the data was being stored. The filter now correctly shows only email threads that contain file attachments.

Multi-Currency Payment Processing: Resolved an error message that was appearing for payments where neither the invoice nor payment currency were in the base currency of the company.

AutoPost Enablement: Fixed error occurring when users attempted to enable cash application auto-posting via the banner notification.

Data Overview Widget Display: The Customers link in the widget now directs to the Customers workspace as it did previously.

Fiscal Period Calendar Dates: Fixed incorrect date assignments in fiscal period calendars, ensuring proper period boundaries.

Custom Field Picklist Clearing: Fixed inability to clear out custom field picklist values after selection.

Workspace Search Functionality: Restored workspace search capability for invoices and customers created via API integration.

Stripe Billing Payment Linking: Fixed payment-to-invoice linking when payments are moved between invoices in Stripe Billing.

Zuora and NetSuite Customer Merging: Prevented Zuora imports from removing NetSuite IDs during customer merging operations when both integrations are active.

NetSuite Exchange Rate Performance: Optimized NetSuite exchange rate import performance.

Stripe Billing Invoice Amounts: Corrected invoice amount calculation to include customer credit balances.

Statement Subsidiary Permissions: Fixed statement generation to properly adhere to subsidiary permissions for restricted users.

Cancelled Payment Display: Corrected statements to no longer show cancelled payments as applied to invoices.