Enhancements
"Days Until Task Due" Rolling Filter in Invoice Workspace
Users can now track tasks coming due by applying a rolling filter (ex: "due in the next 3 days") in Invoice workspaces, streamlining follow-up activity.
Campaign 'Send Schedules' Now Recalculate When Updated
Tesorio now recalculates the send_at time whenever a campaign’s schedule is modified, ensuring messages are sent at the correct time and avoiding send delays.
Bug Fixes
Added additional UI enhancements to help users understand next steps when email accounts are over the sending limit.
Sync/Imports
Resolved an issue where the customer balance calculation wasn't being triggered during manual uploads for flat file customers.
Fixed a bug that caused Lockbox PDF imports to fail. All valid Lockbox files now import successfully.
Resolved a Workday-related issue for the native field
customerGroup; Tesorio will handle this as a custom field that supports one-to-many mappings, ensuring accurate and consistent sync behavior.
Payment Portal
The "Pay Now" page now defaults to invoices sorted by due date (soonest first), with manual sorting enabled for other columns.