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All CollectionsRelease Announcements2024
5/28/24 Tesorio Release Announcement
5/28/24 Tesorio Release Announcement
Updated over a week ago

New Features

  • The attachments tab is now available on the Customer Detail page - you can attach documents to your Tesorio customer records

  • Added a new dashboard widget “Data Overview” providing summaries or table views for Invoices, Customers, and Task Workspaces

  • Workspace filters have been updated to reflect new category grouping headers. Notably, there is now an “Activity” section where workflow related filters are hosted

Bug Fixes

  • The Invoice workspace download will now reference what aging bucket an invoice in when the payment cleared

  • Missing invoices issue has been corrected. Tesorio has fixed the invoice import strategy that was not picking up invoice updates

  • An issue has been fixed that caused the workspace filters to not be sorted alphabetically

  • Action center filters have been updated with Category grouping headers

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