Discover the latest feature releases, improvements, and updates on web, desktop and mobile apps.
The Latest Update
Q1 2025: What’s New
We kicked off this year with a powerful set of new features designed to make lease accounting and financial reporting more intuitive, efficient, and insightful. Here’s what’s new this quarter:
Stay on top of payment changes with ease.

Introducing the Roll-Forward Report—your new go-to tool for tracking account balances and movements.

Manage interest rate schemes effortlessly across multiple workspaces.

Our contracts page filters have been significantly enhanced.

Now you can save manual tickmarks now carry over across versions—no need to re-create them each time!
Stay on top of payment changes with ease.

Introducing the Roll-Forward Report—your new go-to tool for tracking account balances and movements.

Manage interest rate schemes effortlessly across multiple workspaces.

Our contracts page filters have been significantly enhanced.

Now you can save manual tickmarks now carry over across versions—no need to re-create them each time!
Visual payment tracking
New color schemes illustrate for the user payment increases (🔴) and decreases (🔵) at a glance, thanks to clear color-coded highlights and alternating row colors for enhanced readability. Available in both Trullion and excel exports, this update helps you surface insights faster and manage budgets smarter.

Configurable roll-forward reporting
Now with new customizable views, flexible filters, and classification options, it’s easier than ever to track lease activity over time. Whether you’re reviewing balances, reconciling changes, or prepping for an audit—you’ve got the insights you need, right at your fingertips.

Interest rate (IBR) schema management
It’s now easier to manage interest rate schemes across your organization, or different entities and business units within the organization. This includes advanced user controls, access and workflows for different schemas. Smarter financial workflows—made simple.

Advanced search across contracts
Leverage instant search across your contract database, including the ability to filter and save views. Retain control and visibility for audit and ongoing workflow purposes.

Tickmarks that stick!
Now you can save manual tickmarks now carry over across versions—no need to re-create them each time! A small change that saves big on time.
Sort by
Types
No results found for your search.
16 April, 2025
Tickmarks that stick!
Now you can save manual tickmarks now carry over across versions—no need to re-create them each time!
16 April, 2025
Advanced search across contracts
Our contracts page filters have been significantly enhanced.

16 April, 2025
Interest rate (IBR) schema management
Manage interest rate schemes effortlessly across multiple workspaces.

16 April, 2025
Configurable roll-forward reporting
Introducing the Roll-Forward Report—your new go-to tool for tracking account balances and movements.

16 April, 2025
Visual payment tracking
Stay on top of payment changes with ease.

16 January, 2025
Lease administration capabilities
Trullion now offers robust lease administration tools, making it an end-to-end solution for lease accounting.

16 January, 2025
Introducing the new usage dashboard
Gain real-time insights into how your team is using the Audit Suite with our new Usage Dashboard.

16 January, 2025
Integrations for effortless workflows
Trullion’s Netsuite and Secure File Transfer Protocol integrations automate journal entry postings and exporting contracts data to your system of choice.

16 January, 2025
Improved user management
Team spaces for better control and simplified user roles.

16 January, 2025
Human-oriented AI enhancements
At Trullion, we strive to make AI interactions more intuitive and user-centric.

16 January, 2025
Centralized templates hub
The new ‘Templates Center’ simplifies template sharing and standardization.

16 January, 2025

Tickmarks that stick!
Now you can save manual tickmarks now carry over across versions—no need to re-create them each time! A small change that saves big on time.
Advanced search across contracts
Leverage instant search across your contract database, including the ability to filter and save views. Retain control and visibility for audit and ongoing workflow purposes.

Interest rate (IBR) schema management
It’s now easier to manage interest rate schemes across your organization, or different entities and business units within the organization. This includes advanced user controls, access and workflows for different schemas. Smarter financial workflows—made simple.

Configurable roll-forward reporting
Now with new customizable views, flexible filters, and classification options, it’s easier than ever to track lease activity over time. Whether you’re reviewing balances, reconciling changes, or prepping for an audit—you’ve got the insights you need, right at your fingertips.

Visual payment tracking
New color schemes illustrate for the user payment increases (🔴) and decreases (🔵) at a glance, thanks to clear color-coded highlights and alternating row colors for enhanced readability. Available in both Trullion and excel exports, this update helps you surface insights faster and manage budgets smarter.

Lease administration capabilities
Trullion now offers robust lease administration tools, making it an end-to-end solution for lease accounting. Key features include:
-
Payment reports
Easily generate lease portfolio payment reports for upload to payment processing systems.
-
Vendor management
Simplify vendor management with an automated vendor library fully integrated into the app.

Introducing the new usage dashboard
Gain real-time insights into how your team is using the Audit Suite with our new Usage Dashboard. Access detailed metrics on user activity, track usage trends, and identify your most active users—all from a single, centralized view.

Integrations for effortless workflows
Trullion’s Netsuite and Secure File Transfer Protocol (SFTP) integrations automate journal entry postings and exporting contracts data from Trullion to your desired system of choice.

Improved user management
To improve user management we’ve implemented team spaces and simplified user roles. Enjoy easier management with customizable permissions.
-
Implemented team spaces for better control
Organize and cluster workspaces under a single point for better control and visibility
-
Simplified user roles
Streamlined by merging “Team Members” and “Guests” into a single category for non-organization users

Human-oriented AI enhancements
At Trullion, we strive to make AI interactions more intuitive and user-centric. Here’s how:
-
Guided insights
When data extraction is inconclusive, Trullion will link you to potential document areas for enhanced clarity.
-
Multiple annotations for additional context
Users can now view multiple annotations for a field if it relates to more than one area in the document, offering a nuanced, human-like approach to complex data.
-
Collaborative accuracy
A feedback system empowers users to refine AI outputs, making it a true partner.

Centralized templates hub
The new ‘Templates Center’ simplifies template sharing and standardization. Categorize templates by client, industry, or team. Share existing templates, propose new ones, and track usage and adoption with built-in analytics.

Advanced extraction in data match
Data Match now features enhanced extraction capabilities. Using updated GenAI technology, you can create custom prompts for precise data retrieval. Instead of relying on predefined rules (e.g., “before” or “after” specific text), request the exact data you need with free-text prompts. The system instantly retrieves the relevant information, simplifying complex data extraction.

That’s a wrap on our Q1 2025 features release—but we’re just getting started. As always, every new feature is built with you in mind: to simplify complexity and drive smarter decision-making.