Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app.
1. *Part of “Payment Confirmation UI Release”* New and improved client payment flow! Clients will experience a new streamlined payment screen where they can view invoice details and manage payment methods on one page. 2. Improvement to subscription payments page to display the current payment method (ACH or CC). Previously, we were always displaying the original payment method even if the user updated their payment method from ACH to CC (or vice versa). 3. Bugfix to ensure if a user adds custom email notes when sending an engagement with a PDF in place of eSign, the note is being displayed on the payment request email to the client. 4. Upgrade from Plaid to Stripe’s Financial Connection to add new ACH payment methods within the client wallet. 5. Improvement to subscription payments page to display the current payment method (ACH or CC). Previously, we were always displaying the original payment method even if the user updated their payment method from ACH to CC (or vice versa). 6. Update to ensure all document emails display the sender as the advisor’s company name if it differs from the firm name, ensuring clients are receiving emails from a familiar company name. 7. Update to ensure clients do not see the Documents section within their client portal if the firm has never used an eSign integration. Previously the client was getting a 404 error if they clicked on the Documents section. 8. Enhancement to display Description of Services in creation order when creating a new invoice/subscription. 9. Updates to capture more relevant actions taken with documents in the firm’s audit log. Additional auditing includes document creation, document void/cancelations, document deletions and document signer updates. 10. New functionality to allow Enterprise Account Owners and Account Owner Admins to delete completed deliverables to allow firms to better manage engagements.
The next AdvicePay release is scheduled for 2/7/24.
Posted Jan 31, 2024 - 21:47 MST
This scheduled maintenance affected: Release Notes.