Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app.
1. We have officially retired the old Invoice Approvals section from Firm Settings. Since these tools found a better, more logical home in Engagement Settings a while back, we decided it was time to clear out the "we’ve moved" signs and make things look a little sharper. 2. Custom deliverable PDFs have been enhanced to ensure that file uploads and custom questions merge seamlessly, providing a more reliable experience when documenting your client work. Simply attach your files and answer your custom questions as usual. If you happen to encounter a rare file that doesn't want to play nice with others, AdvicePay will ensure your custom question responses are still safely generated in a PDF so your work is never lost. 3. Professional Home Office Admins can now seamlessly edit email addresses for No-Login Advisors, ensuring consistent profile management and data accuracy across the platform.
The next AdvicePay release is scheduled for 2/18/2026.
Posted Feb 11, 2026 - 20:34 MST
This scheduled maintenance affected: Release Notes.