Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app.
1. Improved error messaging when attempting to submit a deliverable with incomplete data 2. Update to remove the option to Disable Auto Collection on a canceled subscription as it was causing an error 3. New ability for enterprise home-office users to delete deliverables with a status of “Pending Signature” 4. Emails sent when adding advisors to an enterprise firm have been added to the email log. 5. Update to include fee escalations on the revenue projection dashboard 6. Update to ensure if users click the button to send/publish an invoice in quick succession, the system only processes once and it does not result in creating duplicate invoices. 7. Update to ensure files with special characters that are submitted as deliverables are able to be viewed and downloaded.
Posted Oct 19, 2023 - 20:36 MDT
This scheduled maintenance affected: Release Notes.