Skip to main content
All CollectionsRelease Announcements2024
9/18/24 Tesorio Release Announcement
9/18/24 Tesorio Release Announcement

Summary of new features, improvements, and bug fixes available in Tesorio beginning September 18, 2024.

Updated over a week ago

New Features

Select Team Member Email Addresses

When adding recipients to an email, you can now select existing team members from the dropdown.

Drop Images into Notes

Users can now drag and drop images into the body of a note.

Additional Campaign Option Fields

The following fields have been added as options for Campaign steps:

  • Company prediction pay date

  • Latest payment transaction date

  • Latest credit application date

  • Latest note date

  • Latest email date

  • Latest tag date

  • Latest task date

Additionally, there are two new filters in the Invoices workspace:

  • Latest Payment Transaction Date

  • Latest Credit Memo Application Date

Copy Email Addresses

Users can now access a “copy” button to automatically copy a contact email address. This will only appear when hovering over the desired contact.

Enhancements

Template Formatting

You can now change the text and text background color in the Tesorio email editor and template builder. To account for these new options, the Indent/Outdent options are now under the alignment dropdown.

Configure Email Queue Auto-Delete Time

For emails requiring resolution or approval, users can now configure the days it takes for an unresolved email to be considered “stale” and auto-delete itself. There is a 1-30 day range. This is configured in Company Email settings.

Navigate through Widget Items

"Previous” and “Next” buttons have been brought to the Dashboard drawer. This allows Users to navigate from record to record more efficiently when viewing from a Dashboard widget. Tasks are not supported.

Intacct Custom Field Contacts

Tesorio now supports invoice and customer custom field contacts for Sage Intacct.

Bugs

  • The formatting of the {{aging.invoice_table}} email variable has been fixed

  • Tesorio Connect Integration: Corrected an issue where invoice tags were being removed with the import of new files

  • NetSuite Only: An issue was corrected that was not allowing certain payments to sync if tagged as “intercompany.”

Did this answer your question?