Enhancements
Improved Notes & Emails Tab Navigation in Drawers
We've streamlined the tab experience in the workspace drawers for Invoices and Customers. With a single, simplified set of tabs for Notes and Emails, it's now easier to access the information you need—delivering a cleaner, more intuitive user experience.
Bug Fixes
Cash Application
Fixed an issue where the connection was severed between drafted and posted payments
Sync
Resolved a sync issue where Notes were not being pushed back to the ERP
Fixed a sync bug for Workday customers where contact tags were not updating correctly
Resolved an issue where some campaign emails duplicated in certain sending scenarios. This fix improves invoice organization and send-time clarity
Fixed an email-related bug that prevented the attachment preview function from working for email threads in the drawers
Templates are only available in the Inbox when the email is linked to an invoice or customer. Added informational text to make this more clear to users
Flat File
Fixed a bug where a field value from the flat file import wasn't appearing in Tesorio
Resolved an issue with duplicate payments generated from a flat file import
Dashboard
Fixed an issue where some drawer views on the Dashboard were missing previous/next navigation buttons
Payment Portal
Tesorio updated the name field in the Payment Portal login to allow for case variations. Previously, users could fail to log in if the name didn’t exactly match the case used during setup. The password field remains case sensitive and must still meet all standard requirements