Auto-send Rules: You can now use natural-language instructions to control exactly which emails the Collections Agent sends automatically versus which it saves as drafts for review (e.g., auto-send simple payment confirmations, but hold complex questions for human review).

New Settings Location: Voice Agent can now be accessed under Settings > AI instead of the Flat Files page. Flat File settings page still contains flat file content.

Support Invoice Groups in Workflow Triggers: Workflow automation now supports invoice group triggers for more granular automation options.

Support Invoice Groups in Statement Templates: Invoice groups are now supported in email statement templates. You can either display open or closed Invoice Groups.

Include Check Number Field in Payment Form: Now when adding a check payment, there’s a field for the check number.

Customer Assignee Filter: Invoice filters now support showing unassigned customers for better visibility into workload distribution.

Filter for Agent Threads: Added an Auto-resolved filter to the Resolved folder, enabling teams to easily isolate and audit email threads closed automatically by the Collections Agent.

Auto-Resolve Thread After Auto-Send: When the Collections Agent auto-sends an email, the thread now auto-resolves automatically for cleaner inbox management.

Agent Activity in Timeline: Thread-level Agent activities are now available in timeline for these agent actions: customer linking/unlinking, invoice linking/unlinking, and resolving

Promise to Pay priority: Promise to pay dates from scheduled/confirmed payment emails (Supplier Agent) override any dates the Collections Agent set on an invoice.

Flag Invoices Missing PO Number: Supplier Portal Agent now flags invoices missing a required PO number as "Needs Review" to prevent submission errors.

Deprecate Old Inbox The legacy inbox has been deprecated in favor of the redesigned inbox design.

Show All Tags on Threads: The inbox thread list now shows all tags attached to a thread (not just the first 2) with an indicator when more tags are present.

Add Email Snooze Functionality Added the ability to snooze emails in the Tesorio inbox allowing users to temporarily dismiss an email and have it resurface at a chosen time.

Notes on Email Threads: Users can now add internal notes to email threads for private team coordination in shared inboxes.

Show All Email Tags in Sidebar The inbox sidebar now displays all existing email tags, including those outside of the “Inbox” folder. Previously tags from other folders (e.g. Resolved) would not appear.

Filter to Show Tags with Open Items: A filter icon in the tags sidebar allows you to toggle to see all your tags or just the ones that are currently in use.

Display NetSuite/Tesorio Emails in Inbox Emails originated from NetSuite now display in the Sent/Received email sections of customer and invoice drawers. There’s a separate dropdown to view those emails.

Improve Remittance Auto-Assignment: Auto-assignment of payment processor remittances now reads email body content in addition to sender domain for more accurate routing. Previously it was assigned based on the sender domain, which erroneously assigned the payment processor to the remittance.

Immediately Auto-Sync Portal Payments: Portal payments that are fully matched now auto-sync to the ERP as soon as they reach PENDING status instead of waiting for the next sync.

Edit Bank Fee Fields Before Posting Users can now edit bank fee fields and GL accounts before posting a payment, allowing last-minute corrections.

Fix Payment Status When Customer Unlinked Drafted payments now correctly return to Incomplete status if their customer is unlinked.

Drafted Payments Stuck on Posting Status: Fixed payments stuck in Posting status after a failed Export Pending Payments action.

Filtering by Tag: Fixed an issue where users were not able to view data when filtering Unposted Payments by tag.

Portal Settings Subsidiary Warning: Fixed an issue where completed or in-progress Tesorio Pay onboardings showed a "Subsidiary details required" error. Missing-field validation now only applies before onboarding begins, ensuring the correct onboarding status and "Resume Onboarding" button remain visible once set up is underway.

Payout Reports Download Time: Payout reports for Tesorio Pay customers are now downloading within the expected timeframe.

Customer Record Search Timeout Fix: Resolved an underlying query timeout during Collections Agent email processing, ensuring high-volume inboxes consistently auto-match customers, apply policies, and generate draft replies without dropping silently into tag-only mode.

Search Across All Inbox Views: Fixed Inbox search functionality to work properly across inbox, sent, drafts, and resolved views instead of the current view.

Allow Attaching Invoice Groups to Emails: Users can now attach invoice groups to emails from the Inbox workspace.

Customer Portal Payments: Fixed an issue where a customer couldn’t make a payment in the portal.

Sales Rep as Invoice Contact: The native NetSuite Sales Rep field was syncing to invoice info but not appearing as an invoice contact.

Unapplied Credit Memo Balance: Fixed credit memo unapplied balance not syncing correctly from NetSuite due to deletion of credit memos in NetSuite by users.

NetSuite Payment/Credit Memo Records: Fixed an issue where NetSuite payment and credit-memo importers were silently dropping an entire record when the invoice it applies to wasn’t present in Tesorio.

QuickBooks Sync: Fixed QuickBooks syncs that reported success but imported zero records due to simultaneous actions overwriting one another.

Fix Zuora Credit Memo Unapplied Balance Sync: Credit memo unapplied balance from Zuora now syncs correctly.

Fix InterSolutions API Invoice Assignee Inheritance: New invoices created via API now properly inherit the customer assignee.

Zuora Payment Currency: When a Payment is imported, Tesorio reads the conversion rates from the payment first, and if that doesn’t exist, the subsidiary rates are used.

Payment Terms for Zuora: Fixed payment terms incorrectly pulling from customer level instead of invoice level for Zuora. If terms aren’t available for the invoice, it will fallback to the customer.