Worklist Updates: There were several updates made to the new worklist table in Supplier Portals.

Sync Failure Notifications: Company admins now get a notification when a Coupa account has failed to sync for two days.

Email Thread Timeline: The timeline now shows when a thread is resolved or reopened, and when invoices or invoice groups are linked or unlinked.

Email Signature Enhancements: Several enhancements were made to the email signature.

Parent/Child Matching: The Collections Agent now considers the full customer hierarchy to match an email. Add a policy to tell it exactly how to handle your specific hierarchy.

Custom Roles and Departments: A user's role and department are now editable free text in both a user’s profile and when creating a new user as an administrator.

SSO Status in Settings: Settings > Company now shows whether logins are restricted to SSO and links to SAML setup.

Predicted Pay Date: Workflows can now use Tesorio’s Predicted Pay Date for an invoice, by leveraging the invoice filter and output “Company Prediction.”

Improved QuickBooks Online Custom Field Import: Tesorio can now import the Classes and Products/Services from every line of a QuickBooks Online invoice as custom fields. You can use them to filter invoices or target campaign audiences, for example by Class.

More Data in the API Export: The Tesorio API’s bulk history export now includes tags, tasks and email threads.

Sync Failure Notifications: Company admins now get a notification when SFTP credentials stop working

Faster Invoice Search: Improved the performance speed of invoice searching using Command + K

Faster Customer Resync: Resync now refreshes only open records and records changed in the last 30 days instead of 24 months. Older history stays on the nightly sync.

Queued Email Recipient Picker: For customers with hundreds of contacts, the recipient picker on a queued email could take several seconds to open. It now loads faster and shows up to 100 contacts.

Invoice Page Not Loading: Fixed an issue where an invalid value in a Date custom field stopped the Invoice page from loading.

Customer Drawer Buttons: Fixed an issue where long customer names pushed the drawer's action buttons off screen.

Customer Page: Restored padding on contact cards on the customer page to make it easier to read.

Timeline Improvements: On the Inbox and Invoices timelines, "Show More" floated over the cards and had inconsistent styling.

Bulk Assign: Fixed an issue where the bulk Assign dialog was not fully selecting assignees when “Select All” was selected.

Users Page Filters: Fixed an issue under Settings > Users where pages 2 and beyond displayed inactive users.

Custom Fields Scrollbar: Fixed the scrollbar placement in the custom fields list under Settings > Company > Custom Fields, preventing it from going outside the parameters of the modal.

Payment Plans Permissions: Payment Plans permissions now appear once instead of twice in the permission group editor.

Pasting Multiple Addresses: Pasting several email addresses now adds each one as a recipient.

Email Sync: Emails read in Gmail or Outlook now show as read in Tesorio. Imported threads show the newest email's read status, and bulk "mark read" reliably syncs to the mailbox.

Connect Outlook: Clicking Connect Outlook on a profile page, was erroneously opening a google authentication.

Unsupported Microsoft Mailboxes: Microsoft mailboxes that aren’t hosted in Exchange Online could appear to connect but then fail silently or look disconnected. Tesorio now shows a message explaining that the mailbox isn’t supported.

Mailbox Rate Limits During Campaigns: When a connected mailbox hit its email provider’s sending limit, Tesorio kept trying to send. Tesorio now pauses sending from that mailbox until the limit resets, then continues.

Payments on Grouped Statements: A recent update to include unapplied and partially applied payments on statements grouped by a custom field also picked up payments from related accounts in the same group. Statements now show only payments for the customer receiving them.

Delayed Campaign Emails: A background issue was causing some scheduled campaign sends to fail and retry, delaying emails.

Duplicate Contacts in the Recipient List: A contact on many invoices could appear several times in the recipient picker pushing other contacts out of the list.

Re-adding a Bank Account: Fixed an error when a bank account would not save due to it already being saved and validated.

Expired Link Messages: Expired, invalid and already-paid Pay Now links now show a clear message that the link is expired.

Faster Customer Portal Sign-In Emails: Customer Portal login link, sign-up link and password reset emails are sent faster.

Delayed Customer Portal Sign-Up Emails: Occasionally, the email to validate a Customer Portal account was taking too long too arrive. It now arrives within moments.

SEPA Pre-Debit Email: The SEPA pre-debit email now shows the IBAN's last four digits instead of none.

Wrong Purchase Order: Fixed an issue where an invoice naming a known PO could be submitted under a different PO when both the invoice and purchase order balances were the same.

Portal Invoices: Fixed an issue where a Coupa or Ariba invoice could be associated with an unrelated customer with the same invoice number.

Disputed and Voided Invoices: Disputes and voids in Coupa now update the invoice's portal status.

Coupa Draft Invoices: For buyers with a large number of invoices, the Coupa import stopped reading after 50 pages and cleared the status and PO links of draft invoices it hadn’t reached. Draft invoices beyond that point now keep their status and PO links.

Purchase Order Lines: A PO line could be hidden from an invoice because a different invoice had an invalid link to the same line. PO lines are now hidden only when the invoice’s own link is invalid.

Agent Draft Subject Warning: Agent drafts were showing a warning that they would send as a new email due to a subject change when the subject had not changed.

Collections Agent promise-to-pay fix. For customers with many invoices, reading promise-to-pay dates from emails could fail due to the agent’s context window filling up.

Duplicate Payments with Stripe Connector for NetSuite: Fixed an issue where a Customer Portal payment could be recorded in NetSuite twice for companies that use both Tesorio and Stripe's NetSuite connector.

Zuora Multi-Currency Balances: For Zuora accounts that bill in more than one currency, a customer's balance could show as 0 when their open invoices weren't in the account's default currency.

NetSuite Custom Field Names: NetSuite custom fields that point to a person or record, such as a collector, class or department, were showing only a number ID. They now show the full name as in NetSuite.

Intacct Payments Without Invoices: Payments not applied to an invoice, such as prepayments, surcharges or on-account payments, failed to post to Intacct for some companies. These payments now post to a bank account as Intacct requires.

Zero-Balance Invoices in Flat Files: Flat file imports for Open Invoices marked every invoice in the file as open, including invoices with a zero balance.

Duplicate Records From Flat File Imports: If a flat file import was still running when the next one started, the two could overlap and create duplicate invoices or payments. Tesorio now waits for the current import to finish before starting the next.

Flat Files Fixes: Files that one import run didn't finish loading could wait indefinitely if no new files arrived. They're now picked up by the next run.

Stuck Flat File Imports: If an import was interrupted at the wrong moment, its file could stay stuck and never load. Interrupted imports are now picked up and completed.

MCP Custom Field Updates: Fixed an issue where updating customer, invoice or invoice group custom fields through the Tesorio MCP failed due to a permission issue. Now each MCP custom field is recorded as made by the person who asked for it. The Collections Agent’s own custom field updates are unaffected.

ERP Sync Reliability Improvements: We fixed several issues that could cause NetSuite, Zuora, Workday, Salesforce, QuickBooks and Stripe syncs to stall, skip data, or bring in incomplete or duplicate records.