Dashboard: The dashboard featureis home to several widgets that provide a snapshot of current collections efforts.
Cash Flow Direct: The Forecast feature allows users to build a forecast tailored to the needs of their business.
Accounts Receivable (AR): Includes Invoices, Customers, Credit Memos, Customer Payments & Transactions Workspaces.
Accounts Payable (AP): Includes Bills and Vendors Workspaces.
Campaigns: The campaigns feature allows users to build Dunning campaigns and workflow automation to support their collections efforts.
Goals: The Goals feature allows users to establish collections goals for their collections team.
Financial Care Center: The Financial Care Center offers companies a way to offer credit card and ACH payments to their customers to pay outstanding invoices.
Inbox: The inbox provides a single view of all Tesorio related emails that have been received by your team email.
Action Center: The Action Center holds all the tasks that have been assigned to the team that require follow-up.
Profile Settings - Each individual user can connect your personal email, input your signature and other account-level customization.
Administrator Settings - Tesorio Administrator can connect a company email account, input the desired logo onto a General Statement, organize statements, add team members and manage your day to day ERP syncs.
Template Settings - The Template editor which allows you to build out emails to be used for either manual emails or our automated dunning campaigns. Attach files/invoices/statements, specific recipients and perform bulk actions on multiple emails at once, the Template editor allows for teams to A/B test and really make the most of our communication functionality.