Enhancements
Dashboard
Credit memos and posted payments are now supported on the Data Overview widget.
Bugs
Workspaces
Customer Aging Profile Filter: Resolved an issue with this filter, which is now enhanced with additional improvements to ensure consistent performance.
Latest Note Column: Resolved an issue in the Latest Note column where rows without note content were missing the "Add Note" function. This functionality is now available for all rows, regardless of note content.
Salesforce Integration: The Salesforce native field “Industry” is now available in Tesorio in the Customer workspace. Users can also leverage this filter on the Data Overview dashboard widget and Campaigns.
Drawers
Customer Payments: Reinstated the "Applied Invoices" tab in Cash Application following an update to the UI.
Invoices: Restored access to the “PDF” invoice link in the Invoice drawer which allows access to the original invoice PDF.
Notes: Fixed an issue where edited notes were incorrectly displayed as the latest note. This fix ensures that only the most recent notes appear as the latest note regardless of edited status.
AI Promise Date Extraction: Resolved an issue that caused promise-to-pay recommendations from email extraction to not display for the user.
Campaigns
Updated the sending schedule functionality for Campaigns so the “send at” command triggers on approval, not email creation.
Tesorio’s email editor was not preserving the “last used email” source as the default source for composing new messages. This has been resolved.