AdvicePay Financial Advisor Community Blog

January 2020 Release Notes

February 06, 2020 By Erika Madden | Happiness Hero
Erika Madden | Happiness Hero

In celebration of the new year, we checked off some resolutions that are sure to increase your efficiency -- like adding custom disclosure language to emails. Check out our release notes below to get an overview of everything that is new in AdvicePay.

 

What we’re most excited about:

Adding Custom Disclosure Language to Emails

Custom Disclosure Language

Wishing you could add a disclosure that gets included at the bottom of every email communication with clients through AdvicePay? Well, now you can! Add yours instantly to all future client emails by heading to Firm Settings > Emails & Notifications.

For our Enterprise home office accounts, you also have the option to allow advisors to set their own disclosures for their assigned client emails (overriding anything you set at the firm level). 

 

Deleting Canceled Subscriptions

 

Confirm-Cancellation

 

Subscriptions canceled due to a mistake in set up or even when testing out the app internally used to stick around in Subscription tables -- and contribute to clutter in the app. So, with the encouragement of many of our awesome users (who told us they love when things are kept neat and tidy!), we decided it was time for some early spring cleaning. :)

First, we proactively removed old canceled subscriptions without any payment history from the account view. Going forward, now any canceled subscription that doesn’t yet have a client payment associated with it will be removed entirely from your and your clients’ account view as well.

(P.S. Don’t worry, though -- for compliance and your accurate historical records, we’ll still keep all canceled subscriptions that have one or more associated payments visible in the account with the status of ‘Canceled.’)

Read more: How to cancel subscriptions

 

Other Features & Bug Fixes:
  • Migrate HelloSign Editor -- creating and editing templates now has a brand new look!
  • Auto Populate Addresses -- when onboarding or inputting credit card information, we now provide autocomplete options to make adding an address speedy!
  • Add Enterprise Approvals Table + Migrate Existing Data
  • Updated One Time payment email language
  • Duplicate check on internal fraudulent domain blacklist
  • Added virtual page views for Google Analytics app funnel
  • Stripe Connect Update
  • Refactor invoice frequency types
  • Sync description dropdowns when requesting payments
  • Fix for editing name of advisor
  • Fix for error in refund failure webhook
  • Fix for inaccurate due date display for active subscriptionsFix for error when accessing deleted advisor on a paid invoice
  • Adjust Help Scout icon so that it doesn’t block content when using Invoice Print function 

What to Look Forward to:
  • Tracking of eSign emails
  • Signing order improvements for eSign
  • Fee calculator updates

Have a feature you’d like to see?

Visit our  idea submission page on our website anytime to share your thoughts with our team!


Made with love in Montana

AdvicePay---Montana


 

Posted by Erika Madden | Happiness Hero

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