Enhancements
Payment Succeeded Column
Added a new column to the Portal Payments workspace that displays the Stripe payment_succeeded date, complementing the existing transaction date for improved payment visibility and tracking.
Better Visibility When Sending Limits Are Reached
Tesorio now visually distinguishes emails any emails being held due to sending caps. These emails are processed automatically once the cap expires. In the case of a cap, your own sending schedule will also play a role in when the email finally sends.
Sub-Table Column Configuration on Customers Workspace
When the expandable "Invoices" column is included in the Customers workspace, users can now choose which invoice-specific columns appear in the sub-table. In addition to selecting which invoice columns to include, users can also set the column order.
Dashboard Error Experience Improvements
Implemented a more robust error handling system on the Dashboard that provides clear error messages, prevents unnecessary retry attempts, and maintains separate loading and error states for a better user experience.
Bug Fixes
Contacts
Enhanced ERP Integration for New Contacts: Fixed an issue where Tesorio contacts created from previously unknown email addresses were not properly synchronizing back to your ERP system.
Improved Contact Matching Logic: Resolved an issue where deleted contacts were incorrectly included in Tesorio's customer/invoice matching process, which occasionally resulted in inaccurate matches.
Dashboard Widgets
Watchlist Navigation Improvement: Fixed an issue on the AR watchlist widget where the "View All" link now correctly directs users to the saved workspace used to create the watchlist, rather than generating a duplicate unsaved workspace.
Invoice Navigation Enhancement: Restored the Previous/Next navigation buttons at the bottom of Invoice record drawers when accessing invoices from the Data Overview dashboard widget.
Promise to Pay Widget Layout Fix: Resolved a display issue in the Missed Promise to Pay widget that prevented proper formatting when displaying customers with longer names.
Team Email Account Status Fix: Resolved an issue affecting campaign functionality where some team email accounts were incorrectly showing an invalid status despite having valid credentials.
Attachment Preview Enhancement: Fixed a bug that was preventing users from properly previewing file attachments in email threads.
Template Usage Clarification: Improved the email interface with clearer messaging to indicate that templates can only be applied to emails when they are linked to a specific invoice or customer.
Email Template Payment Portal Variables: Resolved an issue that prevented templates from functioning correctly when both portal access options (guest view and sign-in view buttons) were included in the same email template. Users can now include both options without encountering errors.
Filters
Resolved multiple issues related to the ADC Predicted By Date filter. The filter now loads properly in both widgets and workspaces, and the ADC/Predicted Paid By ADC column data is correctly populated in exported workspace reports.
Sync
Resolved an issue that was causing data synchronization for multiple customers to occur outside their designated schedule timeframes, ensuring that syncs now run according to the specified timing parameters.
Search
Fixed an issue in the global search functionality where searching by customer name occasionally displayed incorrect invoices in the search results, ensuring that the correct customer invoices now appear consistently.
Exports
Portal Payments Workspace: Resolved a data field error that was preventing users from successfully exporting the transaction report from the Portal Payments workspace.
Invoices Workspace: Fixed an issue where the ADC/Predicted Paid By field was empty when exporting the Invoices workspace.