Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app.
1. Audit Log: Updates to ensure activity related to advisor admins are displaying accurately. 2. Minor UX Updates: Menu improvements to hide features which are not included in the customer’s plan. 3. Fee Calculator: Invoice totals are now unable to be manually changed after a fee calculator has been used. 4. Invoice Exports: Firms can now successfully export an invoice list (.csv) with more than 100 invoices at a time. 5. Subscription Payments: Fixes an issue where some subscription payments weren’t charging to newly-updated default payment methods as expected. 6. Editing Invoices: When editing an unpaid invoice or inactive subscription, advisors/admins will be reminded that the associated documents will be re-created to ensure that any auto-fill fields in the document are also updated. 7. Upcoming Payouts: All ACH payments now appear in the upcoming payouts table 1 business day after the payment is initiated. 8. Client Table: To help advisors understand their business, clients’ default payment method type (ACH, credit card, null) is now listed in the client table and client export. The client table can also be filtered by default payment method type. 9. Default Payment Method: When adding a new payment method, users are now prompted with the option to make it their default payment method.
The next AdvicePay release is scheduled for 7/17/24.
Posted Jul 10, 2024 - 22:56 MDT
This scheduled maintenance affected: Release Notes.