Tesorio's new Overview tab brings essential invoice details and actions into a single view, streamlining next steps. Invoice data is now on the Info tab.

The Overview tab was designed for AI. Enable Tesorio AI to surface invoice issues from incoming email, extract promise dates, summarize messages, and more.

Users can now include a consolidated statement when sending statements manually from workspaces. This feature groups multiple invoices into a single statement, matching the functionality previously available only in campaigns.

Customer & Open Invoice Balance Discrepancy: Fixed an issue where the Open Invoice Balance was incorrectly converted for customers with multiple currencies, causing a mismatch with the Customer Balance display.

Initial NetSuite Email Display: Resolved an issue where initial emails sent via NetSuite were only visible in the customer view but not at the individual invoice level.

Slack Share Screen Typo: Corrected a typo in the Slack sharing drawer that displayed "Anything they should now" instead of "Anything they should know."

Draft Notes Not Saving: Fixed an issue where notes were not properly saving as drafts when users navigated away from the note editor.

Latest Payment Date Not Syncing Correctly: Fixed a synchronization issue where the Latest Payment Date field was not displaying the correct date information within the Customer Workspace.

500 Error in Campaign Approval with Custom Fields: Resolved an error that occurred when using edit/preview options within campaign approval for templates containing custom fields with special characters.

Unable to Remove Missing Invoice Attachments: Fixed an issue preventing users from removing invoice attachments from campaign emails utilizing "All Overdue" and "All Open Invoices" templates.

Statement Attachment Options: Resolved an issue where blank statements were being generated for customers without open balances when attaching statements to templates.

Gmail API Extension Login Redirect Issue Resolved an issue where the Gmail API Extension was redirecting to an error page when users clicked "Login to Reconnect."

Custom Field Filters for Indirect Tasks: Fixed an issue where custom customer field filters were not working correctly for tasks that were indirectly linked to customers via invoices.

Default Administrator Permissions Updated default permissions so that "Administrator Access," "Standard Access," and "Project Manager Administrator" groups now have the "Ability to Manage Workspaces" permission enabled by default for newly created companies.

Sync Popup Display for Non-Admin Users: Resolved an issue where non-admin users could not fully view or scroll through the Sync popup due to display cropping.

Failed Flat File Import Time Display Fixed an issue where failed flat file imports were showing negative time values.

NetSuite Credentials Update Issue: Resolved an issue preventing users from updating NetSuite credentials. The "Update Credentials" link was incorrectly redirecting to the login page.

Multiple Intacct Issues: Resolved multiple Intacct integration issues, including incorrect translation of Norwegian Krones to USD and registration of Debit Memos as Credit Memos.

NetSuite Note Size Limit: Fixed an issue where notes exceeding NetSuite's character limit were causing sync errors. The system now truncates notes to comply with NetSuite's limitations.