Agent Thread Assignment: The Collections Agent can now assign email threads to specific users or teams during processing. By default, the thread goes to the customer assignee unless a policy specifies otherwise.

Email Body search: The inbox now searches the full text of emails. Each result jumps to the relevant message highlighting the relevant words. This enhancement covers emails from January 2026 onward.

Inbox Thread Timeline: Email tag additions and removals for email tags and assignees are now recorded in the activity log timeline, giving full visibility into tag history alongside other thread events.

Outstanding Task Resolution: When resolving an email thread in the Inbox, users can now also resolve any outstanding tasks tied to that thread.

Display Tesorio Email Sender: Sent messages in the Inbox now show which Tesorio user actually sent the email, rather than only displaying the from-address making it easy to identify the sender even when using shared mailboxes.

Viewing Multiple Connected Inboxes Simultaneously: Users can now view and search across multiple connected inboxes simultaneously, eliminating the need to switch between individual inboxes one at a time.

Email-based customer matching: Meetings from Google Meet and Zoom now match to customers using attendee email addresses (in addition to the existing phone-number matching for RingCentral calls).

Credit Memo Filtering: Workflows can now distinguish whether an invoice was cleared by a payment or a credit memo, and route to different actions based on the clearance type.

“Create contact” Workflow Action: Introduced a workflow step that enables users to create customer contacts directly from within a workflow automation, streamlining contact management without leaving the platform.

Add Tags to Customer Payments: A new workflow action allows adding tags to customer payments, extending the existing tag functionality that was previously limited to AR payments.

Customer Linking: Enhanced customer linking to email threads when using Collections Agent. For customers not using Collections Agent, linking has not changed.

Agent Action Explanations: Every Collections Agent action option in Settings now includes a detailed explanation of how the action works and what policies drive it.

Add Notes Action: The Collections Agent can now add notes to customers, invoices, and email threads as part of its processing so long as there is a policy for it.

Retry Logic: Improved agent retry logic in the event that the agent fails to run.

NetSuite Invoice Group Support: Invoice Groups are now supported for campaign sent emails and link appropriately.

Invoice Group Linking: Inbox emails that clearly name an Invoice Group in the body are now correctly linking the email to those Invoice Groups from the Inbox.

Flat file upload: Flat file batch imports now process in a defined order (e.g. customer files will upload before invoice files to ensure customers are in the system for invoices to link to.)

"No Activity for X Days" invoice filter: The filter could not be added from the filter menu, making it inaccessible on any workspace that was not pre-configured with it.

Tesorio Delivery Option: Customer replies to emails sent via the Tesorio Delivery Option were bouncing with a 404 error.

Campaign Statement of Account (SOA): Fixed an issue where the SOA wasn’t showing partially/unapplied payments when grouped by an invoice custom field.

Select Private Template: An Admin user was unable to select a private email template when creating a campaign step.

NetSuite Payment Edits: Any edits to a Tesorio-created cash application in NetSuite caused Tesorio to show a stale amount with a stray unposted balance when it synced back from NetSuite.

Zuora Field Mapping: GL and AR account values were not mapping to the correct Zuora fields when posting payments through Cash App.

Invoice Limit Per Session: Customers couldn't pay 20+ invoices at once from the customer payment portal.

Forwarded Drafts: When a Collections Agent policy forwarded an email for review, it didn't appear in the initial thread; instead, it opened in a new blank thread. The forwarded email now anchors to the original thread.

Email Bulk Assign Removing Collectors: Using bulk assign in the Inbox removed the collector’s name from threads.

Email Signature not Rendering: Sender signatures (name, email, title) were not rendering on manual emails sent from the customer account level, despite rendering correctly in the Inbox.

NetSuite Sync Failure: A NetSuite sync was failing due to duplicate Invoice records sharing the same NetSuite ID.