AdvicePay Financial Advisor Community Blog

August Release Notes 2019

September 04, 2019 By Erika Madden
Erika Madden

It's a new month, which means we have another roundup of release notes for you! From a redesigned client wallet, to a new invoices page, this past month we've been full steam ahead with adding new features. 

Check out all of these ready-to-use account features below!

What we’re most excited about:

Redesigned Client Wallet + New Payment Method Settings

Client Wallet

While AdvicePay is designed to support both ACH and credit/debit cards for convenient client payments, we now give you the option to limit the type of payments you'll accept on an account-wide level (rather than on simply a per invoice level)!

By managing your accepted payment methods across all clients, you not only limit every client to paying with a certain type of account, but you also limit what options they see in their Wallet (where their payment methods are stored).  You'll want to take advantage of this setting if, for example, you only accept ACH -- checking account -- payments and therefore don't want clients to ever see a credit card “slot” in their Wallet.

Along with this update, we took the opportunity to spiff up the client’s Wallet page so that it’s cleaner and more user-friendly than ever! Subscription clients can change their default payment method faster (handy when an expired card or closed bank account needs to be updated), and all clients will find navigating the Wallet a breeze on mobile. Yahoo!


New Invoices Page (With Filtering and Exporting)!

Invoice Filter

By popular request, the Invoices page now contains a combined view of both one-time and individual subscription invoices. You can use this page to easily find and manage things like:

  • All failed invoices
  • Past due subscription invoices
  • Payments that have completed transferring to your bank account within the last quarter
  • Paid invoices with a specific Description of Service
  • Refunded invoices for specific clients
  • Invoices created by an advisor during a specific time period
  • And more!

Plus, by using the brand new Filter function you can restrict your view to a variety of specific scenarios, then export the invoices into an Excel report or as PDFs.

We also added filtering to the Subscriptions page so that you can sort by Status, Client, Next Bill Date, Amount, and more!

Other Features & Bug Fixes

  • Updated email flows for eSign invoices + contracts -- read more here!
  • Added ability to edit/delete eSign templates with in-flight contracts
  • Added ability to download unopened eSign contracts
  • Fee scrape updates
  • Oauth + API work for WealthBox integration
  • Revisited Advisor export query for performance
  • All open tabs now get logged out when a user logs out -- reduces confusion/errors from stale tabs being open
  • Preemptive fix for making sure clients cannot delete a default payment method
  • Consistent vue component import 
  • Swap out session store w/ Gorilla
  • Reload constants and types with webpack automatically
  • Speed up webpack dev server build
  • When editing an invoice, block payment method selection that is not allowed in Account Settings
  • Fix for error when trying to disable toggle "Enable advisors to write their own disclosures"
  • Fix for transaction fee rounding error
  • Fix for Standard advisors unable to add a description of services
  • Fix for Unregistered clients unable to pay without logging in via email invoice link
  • Fix for Windows users receiving "Invalid File Type" when trying to do bulk client imports
  • Fix for Standard advisor’s admin receiving Approval Needed emails
  • Fix for Client Name & Advisor Name switched when using eSign 
  • Fix for Analyst user reaching a 404 page when viewing contract details

What to Look Forward to:

  • Editing + Pausing an Active Subscription
  • Subscription-specific audit log
  • Client portal overhaul
  • Multi-Factor Authentication

Made with love in Montana




Posted by Erika Madden

Erika is the reason you’ll keep smiling, even in the (rare) event you have an issue with AdvicePay. As a mom of three kids with a Journalism degree, a long history of leading customer service, and a mild obsession with Lord of the Rings (extended version), you know Erika has the patience and tenacity to stick with whatever challenge comes up. Her problem-solving and communication skills are amazing, but honestly, it’s her volunteer advocacy work with victims of domestic abuse that makes her our real hero.

Topics: Release Notes