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10/29/24 Tesorio Release Announcement

Summary of new features, improvements, and bug fixes available in Tesorio beginning October 29, 2024.

Updated over 10 months ago

Enhancements

Payment Failure Improvements

When Stripe payments fail due to a configuration issue, a banner will appear that calls out the specific subsidiary with the issue and links directly to it in Company Settings for Administrators to fix.

Bugs

  • Flat File Importer Update: Fixed an issue to ensure that Flat File importers apply the correct invoice statuses when updating records in bulk.

  • Notes Access for Customer Payments: Resolved a permissions configuration issue that was preventing customers from adding notes while viewing customer payments.

  • Bulk Tag Application on Customer Payments: Addressed an issue that was blocking the application of tags in bulk on the Customer Payments page.

  • CashApp Payment Posting: Payments for CashApp customers were failing due to a "Canceled" status in the ERP. This status has been updated, and Tesorio will soon implement a dedicated "Canceled" status.

  • Payment Retry for Failed Transactions: Updated the statuses of several failed payments to allow end users to retry payments or enable customers to resolve account issues.

  • Tag Removal in Block List: Fixed a bug preventing users from removing tags from the “Invoice Tag Block List” in the overall Blocklist section on the Campaign setup page.

  • Task Creation Update: Updated the task creation step in campaign creation, allowing users to select the “Assignee inherited from invoice” option.

  • Cash Application Recommendations: Corrected an issue that prevented Cash Application Recommendations from generating for certain transactions when multiple payment files were imported simultaneously.

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