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7/8/2025 Tesorio Release Announcement

Summary of new features, improvements, and bug fixes available in Tesorio beginning July 8, 2025.

Updated this week

Enhancements

"Manage Workspace" Global Permission Expanded

Workspace permission controls have been extended to the Dashboard as well as to existing gaps in other workspaces, such as the filter pills at the top of the page and workspace menu options like "Rename" and "Save As New".

Bugs

Dashboard

Unable to Create New Dashboards Fixed an issue preventing users from creating new workspaces on the Dashboard.

Workspaces

Inconsistent Data Ordering in Exported Workspaces Resolved data ordering inconsistencies between the UI and exported files when no explicit sorting column was set. The following workspaces (and exports) now default to sorting by Transaction Date (newest first): Vendor Payments, Customer Posted Payments, and Credit Memo.

Blank Workspace Export Reports Fixed an issue where workspace report downloads were generating blank files, requiring reports to be re-run.

Invoice Workspace Payment Filter Shows Removed Payments Fixed the payment filter in the Invoices workspace to properly exclude 'removed payments' from results.

Drawers

PDF Links Not Working Fixed a bug on the 'view invoice PDF' link that blocked the PDF from actually opening.

Incorrect Primary AP Contact Being Fetched Corrected a customer issue where the wrong primary AP contact was being retrieved.

Campaigns

'Campaign Audience Preview' Workspace Filters Not Working Restored functionality to Campaign Audience Preview workspace filters that had stopped working.

Excel Error When Opening Statements with Currency SEK Fixed an Excel formatting error that occurred when opening statements with Swedish Krona (SEK) currency.

Campaign Emails Not Showing Attachments Fixed an issue where attachments were not visible (but present) when viewing campaign emails in Tesorio.

Approve Campaign Status Filter Doesn't Match Approval Queue Resolved an issue where uncleared errors were causing a count discrepancy between the 'Approve Campaign' workspace filter and the campaign approval queue.

Cash Application

Customer Payment Assignee Not Showing Value on UI Fixed a display issue where Customer Payment assignee was not visible in the UI but could be seen in the .csv download.

Inbox

Attachment Not Included When Forwarding Email Fixed an issue where attachments were not being included when forwarding emails from the Inbox.

Linked Invoice Display Issue Resolved a display issue where the list of invoices linked to an email was extending down the page and blocking the message text.

Settings & Configurations

'Assignee' Displays as Number, Not Name in Statement Templates Corrected the Assignee column in Statement Templates to display the actual assignee name rather than a numeric value.

Customer Payments Permission Issue Resolved a permissions-related issue affecting access to the payments module.

Integrations

SFTP Connection Issue Fixed an SFTP connection bug that was causing failed imports.

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