Enhancements
Edit Tesorio-Created Custom Fields
For custom fields created directly in Tesorio, you can now change the field name and modify the data elements (string-value fields only).
Bugs
Dasbboard
AR Watchlist Widget visibility: This widget, located within the Cash Flow Performance Center, was not rendering correctly due to its attempt to leverage saved AR forecast workspaces. This link has been removed, and Users can use it to display saved Invoice workspaces.
Consolidated Statement Email Template: Fixed an issue where consolidated statements attached to email templates only included parent account data without properly consolidating child account information.
AR Aging Widget Filter Display: Corrected a display issue in the AR Aging widget that showed 0 results when using the "Has no Assignee" filter, despite invoices existing that met the criteria.
Workspaces
Customer Workspace Filter Logic: Fixed an issue where the "Has No Assignees" filter in the Customer workspace was not correctly identifying customers without assignees when combined with other filters.
Invoice-Level Contact Display in Email Drawer: Resolved an issue where invoice-level contacts were not appearing in the email composer when accessed through the invoice drawer.
Posting Key Column Export: Fixed a data export issue where the "Posting Key" column data was not included when downloading the Customer Payments table.
Inbox Horizontal Scrolling: Restored horizontal scrolling functionality in the Inbox when viewing at lower screen resolutions.
Campaigns
Invoice Navigation from Campaign Approval Queue: Fixed an error that occurred when navigating between invoices in the campaign approval queue, particularly when accessing the Lines tab.
Cash Application
NetSuite Memo Field Character Limit: Implemented automatic truncation of memo fields to 990 characters to prevent cash application errors when pushing data to NetSuite.
Settings & Configuration
Permission Settings Cross-Module Issue: Resolved an issue where enabling permissions in one module would inadvertently enable permissions in other unrelated modules.
Integrations
NetSuite Payment Sync Status: Resolved an issue where unposted payments were stuck in "Posting/Pending" status despite successful NetSuite synchronization. This bug was caused by recent work that leveraged error details to display user-friendly messages; if the error contained no details, it would occasionally cause the import/export process to fail.
Gmail API Extension Reliability: Improved the stability and reliability of the Gmail API extension to eliminate intermittent loading failures for customer and invoice data.