Features
Workday Calculated Fields
Tesorio now supports calculated fields for Workday! π
Workday customers can now request specific fields to be made available in Tesorio by sharing their desired list with their Customer Success Manager.
*Please note that this functionality does not extend to calculated fields with prompts or custom object custom fields.
Enhancements
Cash Application
The payment date can now be edited if required. Payment date can be edited in every payment status except:
Blocked
Posting
Posted
Pending
Workspaces
We have made various performance improvements on the Customer and Invoices workspaces to make them run smoother and more efficiently.
Customers can now filter invoices that have a predicted pay date after the due date. The following filters were added to the Invoices Workspace:
Tesorio prediction
Customer promise to pay date
Company prediction
Queued Emails
Performance improvements were made to make queued emails more efficient.
Bugs
Payments: Fixed a bug where payments with no attribute ID were causing payments to get stuck
Email Queue: An issue was fixed where custom `billing_email` fields prevented the queued email view from loading.
Email Queue: An issue related to the recent infrastructure upgrades for email connectivity delayed some queued emails from sending. That has been unblocked, and additional monitoring is being implemented.
Email Attachments: An issue was fixed that was allowing broken attachments to be sent out with emails
Historical Emails: An issue that displayed an error when loading historical campaign emails in the Invoice drawer was fixed.
Performance Enhancement: Syncs were adjusted for customers to ensure performance and job completion.
Exchange Rate Field: Updated the Bank Fees modal to remove the Exchange Rate field. The Exchange Rate is now set in the background when the payment is created, and can be changed from the payment drawer.