Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now currently live in our app.
1. Default Payment Method: Update to ensure clients’ default payment method types are displaying correctly in the client data export. 2. Engagements: For enterprise customers, we’ve made sure advisors and admins can’t inadvertently create a new engagement when adding a new invoice to an existing engagement. 3. Client Email Addresses: To prevent confusion and communication mishaps, clients registered under the same advisor are now prevented from having the same email address - even if the client is the one updating their contact information.
The next AdvicePay release is scheduled for 8/28/24.
Posted Aug 21, 2024 - 22:02 MDT
This scheduled maintenance affected: Release Notes.