September 16, 2026

ALL PLANS

Minor Fixes for a Smoother Experience

This release includes a set of minor fixes to resolve small issues and support a more consistent experience across AdvicePay.

ENTERPRISE

Workflow Setup Stays Focused on the Features You Use

Setting up engagement workflows should feel seamless and straightforward, without any distracting noise. Previously, options for invoice automation appeared during workflow setup even when e-signature features were disabled. To keep setup screens clean and eliminate confusion, the system now automatically hides document-related invoice automation fields whenever e-signature functionality is turned off.