Alerts! Users now have access to Tesorio's new alerting functionality. This is available globally as an icon in the upper navigation bar or through the dashboard widget gallery. You can read more about Alerts here.

Scheduled workspace downloads! Users can now schedule saved invoices, customers, bills, and vendor workspaces to be automatically sent to an email of choice for download. You can read more about scheduled workspace downloads here.

Users can now convert a workspace into a campaign from the workspace drop-down menu.

An "unread email" filter has been added to the invoices workspace. This will allow a user to view invoices that have received a new email that hasn't been read yet.

Tesorio now supports applying a payment to multi-currency transactions for Intacct cash application users.

Attachments received via email can now be saved as attachments within the Customer record.

Users can now preview an attachment without having to download the file first.

Two new payment statuses, "Posting" and "Blocked," have now been added as filters within the Customer Payments workspace.

Invoices in the payment portal will now be sorted so open invoices are shown at the top.

We have added support for Salesforce contacts' roles from the Account Contact Relationship object, allowing filtering out of sync based on assigned roles.

An issue hiding email chains when using the Reply or Reply All function in Inbox has been fixed.

An issue that was blocking the NetSuite URL from displaying when generating an invoice workspace download has been fixed.

An issue blocking email templates from adding an attachment when utilized in the customer drawer has been fixed.

An issue displaying null values first when sorting overdue balances from Largest to smallest has been fixed.

An issue where outdated tasks were not removed from the task list download has been fixed.

An issue where emails were only allowing 9 max attachments has been resolved.

An issue with loading more than 5 names when utilizing @ mentions within notes has been fixed.