Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app.
1. Firm Settings: Updated name of “Enable Advisors to create clients” setting to “Allow advisors to create, edit, or delete clients” to better capture the capabilities of this setting. 2. Deliverables: Added a warning banner when deleting or fully refunding an invoice that is associated with a deliverable(s). 3. Offices: On the offices page, “Contracts” has been changed to “Documents” to remain consistent with the rest of the platform. 4. Authentication: Added functionality to allow users to toggle the visibility of their passwords while entering login credentials. 5. MFA: Expanded our multi-factor authentication methods by adding email as an additional method for enhanced security and flexibility in protecting accounts.
The next AdvicePay release is scheduled for 2/26/2025.
Posted Feb 19, 2025 - 20:12 MST
This scheduled maintenance affected: Release Notes.