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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
- 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 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
July 2021
Last technical improvements
Date : [15-07-2021]
- User management: Improved convenience, assigned companies
Date : [30-07-2021]
- Simplified signup process for bexio users: registration with one click, company- and profile details are automatically transferred directly from bexio to Tresio. Introduction video to the new signup process (in German): https://vimeo.com/582011100
- Automated download of open invoices (accounts receivables and accounts payables) for bexio users, without manual token-generation
June 2021
Last technical improvements
Date : [16-06-2021]
- Improvements on main dashboard: total of outstanding invoices (debtors, creditors and amounts in delay) are now showing in each company’s default currency (previously: CHF)
May 2021
Last technical improvements
Date : [03-05-2021]
- Daily Forecasting: extended to 31 days for Team and Profiessional users, leading to better overview and improved planning capabilities
- Bank accounts: Allowing Excel export
Date : [19-05-2021]
- Invoice upload: Drag & Drop
- Changes on page structure: The address logic became more user friendly, allowing to set bookmarks in the browser for most viewed parts in the application
Date : [31-05-2021]
- Adjustments on user management and assigning of user rights: Power users (plans: SME and Professional) now have full edit rights and there is no more restriction on assigned companies compared to main user
April 2021
Last technical improvements
Date : [10-04-2021]
- Major update (back end), leading to significant improvements on speed of page loads and overall application performance
March 2021
Last technical improvements
Date : [03-03-2021]
- Liquidity Accounts: integration and support of BTC and ETH as recognized currencies for the liquidity accounts, planning and main-currency
Date : [19-03-2021]
- Invoice upload: Adding additional file formats and versions of Microsoft Excel to also serve customers using older versions
- Invoices: improvements on re-categorization
February 2021
Last technical improvements
Date : [05-02-2021]
- Planning: Adding new cash flow type "Financing / Investments" and 4 related sub-categories
Date : [09-02-2021]
- Run my Accounts integration: Adding different formats on how bank balance information can be downloaded
- Bexio integration: adding new functionality to enable users changing their set-up towards which invoice and bills data they would like to export
January 2021
Last technical improvements
Date : [04-01-2021]
- Stripe Integration: Update to latest version and making payment collection more stable
Date : [20-01-2021]
- French translations: major update of the French version of the Tresio web application
December 2020
Last technical improvements
Date : [11-12-2020]
- Run my Accounts integration (1): Export of bank information now includes more details, such as IBAN
- Run my Accounts integration (2): major update of which accounts are exported and shown as liquidity- and loan accounts, allowing more flexibility and better adaption to customers' individual account-set up as per the RMA platform
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
Date : [13-11-2020]
- Financial Planning: fixing of PDF export functionality and adding more flexibility regarding resolution-settings
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