Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app.
1. Reports: Added additional data points to the transaction report. 2. UI: Added delete functionality to the action dropdowns on the client, admin, and office pages. 3. Accounts: When an unregistered, non-client account email is changed, an option is displayed to apply the change to all accounts sharing that email within the same firm. 4. Clients: Added an action dropdown within the client profile view that mirrors the dropdown on the Clients page.
The next AdvicePay release is scheduled for 4/30/2025.
Posted 19 days ago. Apr 16, 2025 - 21:28 MDT
This scheduled maintenance affected: Release Notes.