Tesorio

Learn about Tesorio's Cash Application solution which allows you to automatically post cash receipts to your ERP.

Cash Application

How to connect your bank account to Tesorio

Connect Bank Feed for Cash Application

Settings and mapping for Tesorio Connect/file based customers

Set Up Cash Application for Tesorio Connect

Cash Application: Zuora Payment Field Mapping

How to set up and configure Cash Application

Configure Cash Application

Intraday Matching

Tesorio lets your AR team apply credit memos to open invoices — and unapply them — directly from the Credit Memos workspace, without leaving Tesorio. All applications are written back…

Apply and Unapply Credit Memos in Tesorio

The day-to-day management of Cash Application in Tesorio

Cash Application Process and Operations

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Customer Login

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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