2-Way Mailbox Sync: allows users to work directly from their team or personal inbox while keeping their mailbox and Tesorio in sync. Users can configure which mailbox labels they want to sync and map each label to a corresponding Tesorio tag.

Connect IMAP Mailboxes: You can now connect mailboxes other than Gmail and Outlook using IMAP either from Settings > Company > Company Email Settings for a shared inbox or from your profile for an individual inbox.

Approve AI Chat Actions: AI Chat now shows an Allow / Deny request before the agent runs an action that needs your approval, on both the AI Chat page and the floating chat.

Voice Settings Page: A new page under Settings > Voice brings all Voice settings under one page: call connections, AI call agent settings, & a searchable calls list.

Add Contact Tags Action: Workflows have a new Add Contact Tags action that adds custom tags to a customer’s or invoice’s contacts.

Family View in Payment Portal: A parent customer’s portal can now display child customers’ invoices for payment. Turn it on per parent with the Show Family in Pay Portal toggle on the customer page. Available on request.

Automatic Family Roll-Up: A new global setting in Settings > Company > Customer Settings rolls up all parent customers at once, and new parents sync automatically. Available on request.

Unapplied Payments: Payers can now apply their unapplied payments to invoices in the payment portal. Contact your CSM for more details.

Guest Payments Updates: Guests on the payment portal can now enter up to 25 invoice numbers at once and can look up their paid invoices.

Tesorio Pay Improvements: Tesorio Pay customers now have more flexibility around payment routing based on specific currencies, like-for-like settlement, and FX conversion at different stages of the fund journey. This caters to Customers that may have a single Banking relationship that facilitates multiple different bank accounts, in different currencies, under a single legal entity.

Undo Payment Plan Payments: Users can now undo a payment recorded on a payment plan installment.

Zuora Credit Memo Custom Fields: Custom fields on Zuora credit memos can now be imported into Tesorio.

Intacct Prepayments as AR Advances: Payment portal payments made without selecting invoices now post to Sage Intacct as AR Advances, using a default AR account you set in the subsidiary’s payment settings. These advances import back into Tesorio as payments, so you can apply them to invoices later without the cash being recorded twice.

Workday Credit Memo Notes: For Workday companies that import credit memos, notes from the Notes tab on Workday credit memos now import onto Tesorio credit memos.

Manage Notes via API: The Tesorio API can now create, edit, and delete notes on customers, invoices, and invoice groups. It uses the same permissions and notifications as the Tesorio app.

Sandboxes With Production Data: Admins can now create or recreate a sandbox with a copy of chosen production data, such as customers, invoices, and payments, and get an email when the copy finishes.

Service Dates in Instructions: Custom supplier portal instructions can now set service start and end dates, for portals whose POs require them. Dates on the invoice itself still take priority.

Custom Fields in Portal Submissions: Supplier portal submissions now include the invoice’s and customer’s custom field values, so custom submission instructions can refer to them.

Mailbox Provider Changes: When a mailbox is reconnected after moving to a new email provider, existing conversations now keep working. Replies stay in the right threads and send correctly.

Lazy-Loaded Email Images: Images in email bodies now load as you scroll to them instead of all at once. This reduces mail server throttling for mailboxes with many inline images.

Signing Drafts by Role: Collections Agent drafts can now be signed by the customer assignee in the permission group your policy names, so collection replies come from collectors rather than other assignees.

AI Chat Experience: New AI Chat threads now show your question as the sidebar title until they are named, and replies keep going if you switch threads and come back. Replies also show a typing indicator between steps, type out more steadily, and reopened threads show message times.

AI Chat Visibility: AI Chat now sees all customer, invoice, and invoice group notes, not just pinned and recent ones. Email reads now include accurate dates, who sent each message, and older threads, and AI Chat can use the customer hierarchy, following your AI Chat tool settings.

Customer Fields in Invoice Rules: Campaign assignee and email rules on an Invoice source can now read the invoice's customer custom fields.

New Period Option: Calendar-based campaign steps can now repeat every X days, in addition to weekly and monthly. (e.g., to create something that happens daily, you can create a step that says to repeat every 1 day instead of creating 7 steps with one for each day)

Faster NetSuite Payment Posting: Payments pushed to NetSuite are now marked Posted batch by batch as NetSuite accepts them, instead of remaining in Posting until the whole push finishes.

Automatic Lockbox Payment Numbers: The Payment Number template in Settings > Cash App now runs when a payment is created from a bank file, so check numbers on lockbox checks populate automatically.

3D Secure Payment Status: Payments waiting on 3D Secure now show an explanation in Portal Payments and the payment portal instead of a generic ACTION_REQUIRED status. Payers are told their card has not been charged, and Adyen payers are told they can make a new payment.

AR Forecast ERP Filters: The AR Forecast filter now offers ERP ID filters, so Collected can be split by ERP for companies with more than one ERP. The filter is saved with the workspace.

ERP Filters for Payments: Customer Payments and Credit Memos now have ERP ID filters for connected ERPs.

Stripe Payment Unapplication Timeline: When a Stripe payment is removed from an invoice, the payment’s Timeline now records the change with the amount and invoice.

HTML Attachments via API: The Tesorio API now accepts HTML files as attachments on invoices, customers, and invoice groups, matching what the app already allows.

Faster Page Loads: Pages across the app now open faster because less code and setup work has to finish before they appear.

Faster Lists: The Inbox thread list loads about 24% faster, and the invoice and customer lists about 16–21% faster, including for customers with parent and child relationships.

Faster Imports: Large flat file invoice imports load much faster, and Tesorio Connect and Custom API imports finish sooner by recalculating balances only for the records that changed.

Quicker Responses Under Load: Cash App no longer repeats payment matching work when remittances arrive in bursts. When a background service is slow, the app now shows an error right away instead of retrying for over a minute.

Invoice Group Tagged Attachments: Tagged attachments at the invoice group level are now correctly picked up and included in campaign emails.

Erroneous warning: Fixed an issue where long AI Chat answers were displaying a banner "Something went wrong. Please try again." despite the chat rendering a full, correct answer.

AI Chat Queries for All Users: Data questions in AI Chat only worked for admins, and date ranges left out today. They now work for every user with access, and totals include today's invoices.

AI Chat Access Checks: Fixed an issue where companies with AI Chat turned off could still reach chat threads.

Invoice Group Tag Triggers: Workflows triggered by tag or assignee changes on invoice groups never ran. They now run as expected.

Email Sent Date Filter: On the Invoices page, filtering by Email Sent Date could leave the list stuck on “unable to load” and could include invoices that weren’t mailed during those dates. The filter now loads quickly and shows only invoices emailed within the date range.

Deleted NetSuite Contacts: Fixed an issue where contacts deleted in NetSuite stayed active in Tesorio with their tags. They are now marked deleted during sync, and campaigns no longer email them.

NetSuite Historical Sync: For large NetSuite accounts, the history sync pulled every note and message ever recorded, which could impact the sync. It now pulls only notes and messages within the configured history window.

Duplicate Stripe Billing Records: Stripe Billing events arriving at the same time could create duplicate invoices, customers, and payments. Events for the same customer are now processed one at a time, and a payment listed more than once on an invoice now creates a single payment.

Uncollectible Stripe Invoices: Invoices marked uncollectible in Stripe stayed open in Tesorio and could still be chased by collections. They now close right away and in the nightly sync.

Stripe Disconnect Warning: Fixed an issue where disconnecting Stripe could leave payments stuck in Processing and hide their invoices from the customer portal. Tesorio now warns you how many payments are still processing and asks you to confirm.

Intacct Already-Applied Payments: Some applied payments in Intacct were re-sent and failed on every sync. They are now marked as posted.

Reopened Invite Links: People who were already registered and reopened their invite link saw “There is something wrong with your invite”, shown twice. They’re now sent straight to the login page, and the support links on the invite page now open your email app.