Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app.
1. New granular permission settings allow Account Owners to restrict who can add invoices to existing engagements, ensuring only the right team members are managing firm billing.
Head over to your Engagement Workflow Setup. If you have office access enabled, you’ll see a new question: "Which users are allowed to add new invoices to existing engagements?" You can choose Everyone, Account Owners and Admins ONLY, or None. Once saved, the "Add Invoice" button will automatically appear or disappear for users based on the rules you’ve set!
The next AdvicePay release is scheduled for 04/01/2026.
Posted Mar 25, 2026 - 23:00 MDT
This scheduled maintenance affected: Release Notes.