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11/26/24 Tesorio Release Announcement
11/26/24 Tesorio Release Announcement

Summary of new features, improvements, and bug fixes available in Tesorio beginning November 26, 2024.

Updated over a month ago

Features

Workday Calculated Fields

Tesorio now supports calculated fields for Workday! πŸŽ‰

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.

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