Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app.
1. The "canceled" invoice status is transitioning to "voided" to better align with global accounting standards. All internal resources and records now emphasize this updated terminology to ensure a seamless transition before the old label is retired in December 2026. 2. A tiny hiccup that occasionally caused extra copies of documents to appear during the editing process has been resolved. This ensures that every adjustment made to an agreement or invoice remains precise, singular, and professional. 3. Deliverable confirmations now correctly display their status in all reporting views, ensuring seamless compliance and accurate record-keeping for every firm. Proof of delivery is always accounted for and ready for review. 4. AdvicePay is trading in the old "Cancel" button for a much smarter "Void" feature. Instead of invoices simply disappearing into a digital void, they now stay right where they belong (with a clear label) to ensure every firm maintains a perfect paper trail.
The "Void" option is now located in the action menu where "Cancel" used to live. A new status badge identifies these items, and the Status filter can reveal items marked as "Voided" if they ever need to be reviewed. While these records stay tucked away from the main table views to keep things tidy, they remain available for compliance reviews or internal tracking at any time. 5. When adding a new Advisor Admin, a selection must be made in the Advisor field before the profile can be saved. If the field is left blank, the system will provide a friendly reminder to pick an Advisor. This ensures the account is linked to the right person instead of defaulting to the Account Owner. 6. When selecting an action that is permanent, a confirmation window will appear as usual. The warning "This cannot be undone" is now displayed in bold, bright red text centered on its own line. It is a simple, friendly reminder to take a quick breath and double-check everything before clicking that final button. 7. The calendars across the platform have received a precision tune-up to ensure dates stay exactly where they belong. Whether looking back at historical records or planning for the future, the information displayed will remain consistent and crystal clear every time a filter is opened. 8. When an advisor is removed from the system, AdvicePay now looks at any "in-progress" work (like unpaid invoices or active subscriptions). If those items have split rep codes attached to the departing advisor, the system will automatically update those codes to point to the account owner. Historical data for past, completed payments remains untouched to keep your records accurate.
The next AdvicePay release is schedule for 06/10/2026
Posted May 27, 2026 - 20:51 MDT
This scheduled maintenance affected: Release Notes.