AdvicePay Financial Advisor Community Blog

October 2020 Release Notes

November 04, 2020 By: Erika Madden

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...

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September 2020 Release Notes

October 02, 2020 By: Erika Madden

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...

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August 2020 Release Notes

September 09, 2020 By: Erika Madden

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...

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July 2020 Release Notes

August 06, 2020 By: Erika Madden

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...

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June 2020 Release Notes

July 06, 2020 By: Erika Madden

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...

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May 2020 Release Notes

June 04, 2020 By: Erika Madden

From eSignature updates to digital wallet payments, our team has been working full steam ahead to deliver some amazing updates to AdvicePay.

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

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April 2020 Release Notes

May 11, 2020 By: Erika Madden

April showered AdvicePay with bug fixes, eSignature upgrades, and an exciting new enterprise feature -- Offices. Check out our release notes below to get all the details. 

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March 2020 Release Notes

April 08, 2020 By: Erika Madden

Before we jump in to cover everything new in AdvicePay, we want to be sure to take a moment to acknowledge the COVID-19 situation. The AdvicePay team is able to work remotely during this time, which allows us to prioritize our health and safety while...

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February 2020 Release Notes

March 12, 2020 By: Erika Madden

We started our spring cleaning early this year! This past month we focused our efforts on squashing bugs and adding some often requested features to our eSignature integration.

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January 2020 Release Notes

February 06, 2020 By: Erika Madden

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.

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Topics: Release Notes