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1/7/25 Tesorio Release Announcement
1/7/25 Tesorio Release Announcement

Summary of new features, improvements, and bug fixes available in Tesorio beginning January 1, 2015.

Updated over a week ago

Enhancements

Record Contacts Tab

Now, when a record has no associated contacts, an indicator will appear, clearly stating that there are no contacts available, replacing the previously blank screen that could be misinterpreted as an error.

Bugs

User Interface

  • Contact Change Display Fix: An issue where changes to contacts weren't immediately visible in the UI has been resolved. Users can now see updates in real-time.

  • Color Picker: The color picker in the "Notes" section previously defaulted to saved colors that weren’t selected by the user. This behavior has been fixed, and the unnecessary default colors have been removed for a more intuitive and streamlined experience

Sync & Integration

  • Salesforce Contacts: An issue has been resolved where not all contacts were being captured by email templates when importing from Salesforce (SFDC). Additionally, the problem of syncs overwriting existing contacts in the system has been fixed, ensuring better data integrity

  • Flat File Payment Lines: A fix has been implemented for Flat File customers, where certain payment lines were failing to load due to missing IDs. This issue has been addressed, ensuring smoother and more accurate data processing

Functionality & Workflow Fixes

  • Exchange Rate Field: An update has been made to the workflow to prevent users from entering "0" in the exchange rate field, which was previously causing payment failures. Additionally, an issue that prevented users from clearing the field has been resolved

  • Campaign Filter Performance: An issue with the "Show Only Oldest Open Invoice For A Customer" campaign filter has been fixed. A performance optimization, which was causing issues with this filter, has been reverted. Further review and improvements will continue to be made by Tesorio Product

Cash Management

  • Bank Account Transaction Load: An issue was resolved that prevented bank account transactions from loading in the Cash Management module due to a configuration limit. The limit has been adjusted, and missing transactions have been back-filled and verified for new transaction creation

  • Machine Learning Icon Display: An issue was fixed where the Tesorio Machine Learning icon was incorrectly displayed for Cash Management users. Since this ML feature is not active in this module, the icon has been removed for a cleaner, more accurate interface

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