Scheduled Maintenance Report for AdvicePay
The scheduled maintenance has been completed.
Posted Nov 08, 2023 - 21:31 MST
Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app.

- Update to ensure clients aren’t billed when a subscription pause is extended.
- Fix in which invoices created by the account owner were requiring approvals.
- Fixed a bug that resulted in invoice details not appearing on transaction report for invoices manually marked as refunded.
- Alphabetized eSign template lists set on engagement workflows to make it simpler to find eSign templates.
- Updates to the modal when editing document recipient information (email or phone number). Recipients will now display in the document’s signing order and fixed a bug preventing some recipients from being edited.
- Update to ensure the description of services is always populated for the user when creating an engagement with only one description of services available for us.
- New ability for Enterprise Account Owners to bulk edit engagement data, including merging engagements. The Account Owner will be able to export a list of all engagements that includes invoice, subscription, and agreement information. They will then be able to indicate a new engagement ID if the engagement needs to be merged, a new deliverable and deliverable due date, rename engagements, and/or delete engagements in bulk.
Posted Nov 08, 2023 - 20:51 MST
This scheduled maintenance affected: Release Notes.