AdvicePay Financial Advisor Community Blog

September 2020 Release Notes

October 02, 2020 By Erika Madden | Happiness Hero
Erika Madden | Happiness Hero

In addition to several bug fixes, this past month we expanded the abilities of our existing advance/arrears date range setting. We also added a security pin feature for signing documents and have been preparing for a few exciting releases in October (insert happy dance here!)

Check out our release notes below to get an overview of everything new, and a sneak peek at what is just around the corner.

What we’re most excited about 🎉

Set advance/arrears date ranges on a per subscription basis

date-range-image

No two planning clients are the same, so billing has to be flexible, too! Last month we expanded the abilities of our existing advance/arrears date range setting to allow for it to be altered at the individual subscription level when needed. 

When setting up a new subscription, you’ll see your default advance/arrears setting pre-selected under Date Range. To switch that specific subscription to the non-default option, you only need to click its radio button! All invoices billed under that subscription will reflect date ranges based on the setting chosen here.

 

Security PINs for signing documents

security-pin-image

Security is what we’re all about here at AdvicePay, and we want you to be able to customize even your eSignature workflows with security in mind. Our new feature enabling signer PINs allows you to do this by requiring your signers to enter a randomly populated PIN (password) before they are able to access and sign the document.

When turned on, signees will receive a separate email with a PIN included that will allow them to proceed with signing a document. This PIN will only be sent after the signee clicks on the initial link to sign, and is not viewable by BCC recipients or in your email log. (We’ll still document that the email was sent, but no one will be able to see the PIN itself!)

As soon as you turn on PINs, future documents sent will automatically require a PIN. And if you ever decide you’d rather not require PINs, you can easily toggle it back off within your Firm Settings!


Other Features & Bug Fixes

  • Add cardholder/bankholder name to Transaction reports
  • SSO refactor
  • Account Owner + Admin management of Advisor SSO IDs
  • Web Handler Test Refactor
  • AWS AMI Hardening
  • Fix for firm logo not appearing 
  • Fix for error sending a new invoice with eSign document
  • Fix for Admin inability to add fields on a document
  • Fix for first line indented on invoice disclosures

What to Look Forward to:

  • DocuSign integration for Enterprise
  • Add multiple descriptions of service to invoices + subscriptions

Before you go:

Have a feature you'd like to see?

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


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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