Enhancements

Global Search

With our new global search function, you can look up an invoice number or customer name from anywhere in Tesorio.

Dashboard

Credit Memos and Payments on the Dashboard

Our super flexible Data Overview widget on the Dashboard now supports Credit Memos and Payments for top-level tracking. And now add more than 3 columns to any Date Overview table.

Payment Portal

New "Portal Login" Email Variable

Use our new "Link Where Portal Login Is Required" variable when sending portal links to customers. This directs them to a sign-in/sign-up page and better supports ACH payments and encourages auto-pay/saved payment methods.

Email

Expand Personal Accounts to Show All Emails

Personal email accounts can now receive all incoming emails, not just those from contacts in Tesorio. Previously, Tesorio only imported emails from personal accounts that were linked to existing contacts for privacy reasons. However, some customers requested the ability to use dedicated personal accounts and receive all emails. This can now be enabled by toggling a setting in the user’s profile.

Tesorio must first enable this feature before it can be activated in a user’s profile.

Workspaces

Upgraded Customer Workspace filters to include invoice custom fields.

Bugs

Flat File

Fixed an issue with flat file imports where the predicted pay date was incorrect across all rows.
Resolved a problem causing flat file imports to fail when contacts were imported with an empty custom field.
Eliminated duplicate payments that were being created during a flat file import.

Email

Addressed an error that occurred when Tesorio attempted to summarize an email thread without a thread ID.
Fixed an issue where Tesorio was associating the wrong invoices with customer replies to campaign emails.
Resolved confusion regarding the chronological order of emails. The issue occurs when outgoing messages receive replies from unknown contacts, causing incorrect message ordering.

Sync

Fixed an issue where changing a sales rep’s name in a customer’s source system broke the link to invoices in Tesorio.
Removed validation previously implemented to address a separate issue to resolve sync failures related to invalid SIC codes.
Corrected a discrepancy in the customer record count between Tesorio and the customer’s ERP system.
Resolved a credit mismatch with Tesorio. We do not import reversed adjustments.
Resolved an issue related to the filter expression for a subsidiary custom field.