Tesorio makes team collaboration easy by letting you build customized workspace views for different areas of accounts receivable—such as invoices, customers, credit memos, payments, sales orders, and purchase orders. These views can be shared with your team or exported as CSV files for further collaboration or reporting.

To create a workspace, start by navigating to the section of Tesorio that contains the type of data you want to work with, such as Invoices, Customers, or Payments.
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Your default Workspace table will be Untitled and filtered by your open invoices with default columns that you can manage and sort:

To modify the Workspace, select Manage Workspace.

This will open up the Workspace drawer for you to select your filters, columns, and sorting preferences.

In the Manage Workspace Drawer, you'll have the opportunity to filter, add or remove columns, and sort the data you are working with.

Workspace filters vary depending on the area of Tesorio you are working in (e.g. Customers) along with the custom fields you may have added to Tesorio from your ERP. You can show active filters to make it easier to manage what you currently have filtered.

In the columns tab of the workspace drawer, you can add any columns you want to view on your workspace by selecting them. To put them in your preferred order, you should drag a selected column to the order you wish to view it in the workspaces table.

Once you have the workspace the way you want it, be sure to Save it.

Give your workspace a name that is obvious to you and your team what data you are viewing - especially if you plan to share the workspace.