Tesorio Permissions for Cash App Users
All users who will be accessing Cash Application in Tesorio will need to belong to a permission group with Cash Application-related permissions enabled.
Navigate to Administration > Permissions in the navigation.
Either create a new group for Cash Application users or modify an existing group with the following permissions:
Cash Application: This allows users access to Customer Payments > Unposted Payments Workspace
Posted Payment Application: Users can update the invoice applications for existing customer payments within the Posted Payments Workspace under Customer Payments
Be sure to add relevant cash application users to the group if needed.