Tresio Changelog

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Future developments

Technical improvements

  • Bank accounts: enable Excel-upload, aligned with Abacus’ standard export-format  
  • Planning module: facilitating the liquidity planning by adding additional functionality and UX-improvements  
  • Planning module: additional functionality for the financing & investment category  
  • Invoices table: enhance visibility and filter functionality  
  • Financial Analysis module: adding additional features, increasing interconnectivity with the forecasting module, real-time updates and improved import-function; UX improvements  
  • Bexio: import of invoices and bills: increasing flexibility and customization options for the automated data-import  
  • Bexio: import of bank account data: conceptual phase, bexio’s current api environment does not allow direct export; we are investigating alternatives  
  • Bexio: enhancing data import to allow more automated analytics and planning  
  • Rebuild onboarding-tour for new users  
  • Forecast: increase planning period to 36 months in pro-version  
  • Forecast: adding historical view  
  • Forecast: allow multiple scenarios and simulations  
  • Forecast: allowing data export in Excel and PDF format  

November 2020

Last technical improvements

Date : [11-11-2020]

  • Website: making it multi-language friendly by adding French and English versions; increasing website performance by changing all graphics to .svg format; adding meeting-booking-tool possibility to front-page; adding customer-referrals to front-page

October 2020

Last technical improvements

Date : [18-10-2020]

  • Bank accounts: Improved visibility by showing current balance in home currency next to foreign currency
  • Bank accounts: Enhanced usability by making the entire table editable directly from forecasting dashboard, and pre-filled date, currency and credit line

September 2020

Last technical improvements

Date : [16-09-2020]

  • Invoices upload: enhanced functionality for uploading experience (Excel and CSV); re-design of the upload dashboard (all in one screen); align allowed data-format with 8 additional Swiss accounting systems; augmented automated mapping

Date : [13-09-2020]

  • Bexio integration: enabling account creation and log-in through bexio single-sign-on

August 2020

Cumulative update

Date : [20-08-2020]

  • Making Web-App multi lingual with adding French and English version
  • Performance updates to make whole app more stable and faster

Date : [15-08-2020]

  • Bexio integration: import of creditor invoices and debitor bills through api

July 2020

Cumulative update

Date : [24-07-2020]

  • New product bundles “Light”, “Team” and “Professional”. “Financial Analysis” (beta, former pro-feature) is being added to all plans
  • Enhanced credit-card management: credit cards can now be changed, amended and deleted directly from the user accounts under “settings”
  • Performance package, stabilizing the TRESIO web app and make it faster