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