In this month’s release notes, we are bringing you an exciting update: you can now export your client list with your client’s information and attributes. Read more about this and other AdvicePay improvements in our release notes below (plus, if you...
Here at AdvicePay, we are all about making your processes more efficient! That is why this past month, we released a new integration with Salesforce/XLR8. This integration will help your firm operate more efficiently, allowing you to centralize...
Topics: Release Notes
Welcome to the first release notes of 2021! This past month we expanded our eSignature functionality by adding one of your most often requested features -- an integration with DocuSign.
Topics: Release Notes
2020 was a year filled with change, challenges, and adaptation. Let's celebrate putting a bookend to last year with our December 2020 Release Notes! This past month, we released a new integration and also worked on some small but sweet updates in the...
Topics: Release Notes
This past month, we worked on a bunch of great updates for you: from minor bug fixes to adding the ability to preview invoices as a PDF before publishing. We also have a sneak peek at a few new exciting features and integrations that are just around...
Topics: Release Notes
It's a new month, which means we have another round of product updates and bug fixes for you! In addition to a new integration for our Enterprise users, we also added the ability for you select multiple descriptions of services on a single invoice or...
Topics: Release Notes
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...
Topics: Release Notes
This past development cycle, we continued to make improvements to our native eSignature integration, improved our ADA accessibility, removed our invoice download limit, and crossed off some other updates and bug fixes on our list.
Check out our...
Topics: Release Notes
Sometimes it is the little things that make a big difference -- like expanding our "Mark as Paid Feature." However, there's no doubt that the big things also make a big difference. In addition to bug fixes and product updates, we also released a...
Topics: Release Notes
Last month, we spent a lot of time making updates to our eSignature functionality. You will also be excited to learn that we pushed a bunch of bug fixes and other product updates live.
Check out our release notes below to get the scoop on everything...
Topics: Release Notes