Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app.
1. Enterprise - New Experience for Client Payments: Enterprise customers will now use Stripe’s Financial Connection as the tool allowing clients to add ACH payment methods during the payment workflow and within the client’s wallet. This streamlines a multi-screen process into fewer steps on a single screen, creating a simpler, more user-friendly experience that saves time and helps advisors get paid faster.
2. New API Endpoint for Notifications: API users can now pull a list of Recent Activity notifications. More information about the Notifications object can be found at docs.advicepay.com/#notifications.
3. New API Endpoint for Engagement Summary: API users can now pull an engagement summary that contains most data displayed in the UI’s engagement table export. More information on the Engagement Summary object can be found at docs.advicepay.com/#the-engagement-summary-object.
4. General security updates.
5. Firm Subscriptions in Test Environments: In test environments, we ensure access to firm settings is uninterrupted by automatically recreating firm subscriptions that were removed by Stripe’s 90-day auto-cancellation policy.
6. Invoices for Canceled Subscriptions: We now automatically cancel subscription invoices with an “Approval Rejected” status when the associated subscription is canceled.
7. Empty Documents: We now prevent users from uploading documents containing no data.
8. Engagement Creation Loops: Resolves an issue where some users were repeatedly redirected to the beginning of the process when creating a new engagement.
The next AdvicePay release is scheduled for 4/3/2024
Posted Mar 27, 2024 - 20:54 MDT
This scheduled maintenance affected: Release Notes.