Guides the administrator through configuration
6 articles
Tesorio Configuration Overview
Configure Aging BucketsHow to configure the aging colors and thresholds you see within Tesorio.
Company Email SettingsConfigure global email settings for your organization
Statement SettingsHow to configure your statement settings by subsidiary/entity in Tesorio
Set a Sync ScheduleDetermine the times of day Tesorio should sync.
Configure Contact SettingsDetermine the global contact settings and source priority for contacts syncing into Tesorio.