Release
Scheduled Maintenance Report for AdvicePay
Completed
The scheduled maintenance has been completed.
Posted Oct 11, 2023 - 23:32 MDT
Scheduled
Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app.

- A bug fix to the Enterprise Home Office ‘Daily Advisor Report Email’ to now include Advisors who were deleted even if they didn’t have any clients assigned.
- An update to last week’s Salesforce package change to ensure the client account is populated when viewing an individual invoice or subscription
- A fix to ensure the verification token is properly regenerated when updating the email on an unverified client
- A new email setting to allow firms to customize if they want to receive the recently added Voided Document emails.
Posted Oct 11, 2023 - 22:30 MDT
This scheduled maintenance affected: Release Notes.