Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app.
1. Transaction Report Details: Ensures client information is included in the transaction report for ACH payment failures. 2. UI on Mobile: Fixes an issue where the submit payment button was not displaying correctly for some clients on mobile devices. 3. All Users - New Experience for Client Payments: All customers will now use Stripe’s Financial Connection as the tool that allows clients to add ACH payment methods during the client 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. Includes minor enhancements to improve the user experience. 4. Password Resets: To increase security, users must now complete a CAPTCHA challenge when requesting a password reset email.
The next AdvicePay release is scheduled for 4/17/24.
Posted Apr 10, 2024 - 21:01 MDT
This scheduled maintenance affected: Release Notes.