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7/22/2025 Tesorio Release Announcement

Summary of new features, improvements, and bug fixes available in Tesorio beginning July 22, 2025.

Updated over a week ago

Enhancements

Updated Location of Sync Icon in Primary Nav bar

The location of the sync icon has been moved to improve user navigation between this function and the Tesorio Intercom support toggle.

Updated scroll functionality for vertical navigation

There is expanded support for the vertical scroll function for Users operating on tiny screen sizes.

Payment Succeeded Date support for Flat File Customers.

The Payment Succeeded date has been added to the Cash Application template used by Flat File customers. This will facilitate more accurate data mapping when exporting payments from the system.

Bulk uploads are now available for non-Admin Users

Enabled users to access CSV bulk upload functionality without requiring full Admin module permissions, improving workflow efficiency.

"Last Activity" filter now available for "At Risk Customer" Dashboard widget

This is now available for use.

Bugs

Action Center

Customer and Vendor Filter Improvements: Fixed multiple task filters that weren't working correctly when tasks were indirectly linked to customers via invoices or to vendors via bills.

Workspaces

Restrict Visibility of Shared Workspaces for Users Without the "Ability to Manage Workspaces" Permission. Enhanced workspace visibility controls to limit which workspaces end users can see based on permissions. Users without "Ability to Manage Workspaces" permission can now only view workspaces that have been shared with them.

Notes Export Improvement: Fixed the export of the notes field to properly handle images, preventing image data from being incorrectly included in exported reports.

"Payment Succeeded At" column sort: Resolved an issue that was not allowing sorting on the "Payment Succeeded At" column within the Unposted Payments workspace.

Portal Payments Export Processing Failure: Resolved an issue where the "Export Payment Detail" download failed when using the "Payment Succeeded Date = Last Month" filter.

Permission Restrictions in Shared Workspaces: Fixed inconsistent permission enforcement where "View Assigned Content Only" failed to restrict unassigned Credit Memos and Payments in shared workspaces.

Campaigns

Campaign Email Attachment Management: Fixed an issue where removing attachments from Campaign emails didn't save properly, causing the system to retry sending all original attachments continuously.

Email History Threading: Resolved an issue where email history threads weren't being included when the company email was only copied on the latest response.

Cash Application

Payment Creation from Remittance: Addressed an issue where payments were incorrectly being created from remittance advice documents and postage stamps.

Settings & Configuration

Email Account Name Display Issue when containing "&" symbol: Fixed ampersand and special character display issues in email account names.

Integrations

FastConnect Salesforce Credentials Issue: Fixed an issue where users assigned as Salesforce administrators were unable to add credentials through FastConnect due to missing input fields in the interface.

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