To make helpful information even more accessible, we've added a new icon in the upper right-hand corner of every page in AdvicePay. With a simple click you can find product updates and announcements, bringing a little extra convenience directly to your workspace.
We've updated the automated upcoming invoice reminders to ensure billing notifications stay in perfect harmony. Previously, reminder emails occasionally arrived slightly off-schedule and displayed conflicting timeline details. Reminder notifications now dispatch precisely on the designated lead-time date and feature clear, explicit wording detailing the exact payment date. This improvement ensures clients always know when a transaction will occur, eliminating guesswork and boosting payment transparency for everyone involved.
Locating historical payments or auditing transactions across specific timeframes previously suffered from occasional sluggishness during search requests. To streamline daily recordkeeping, the transfer date filter on transaction lists received a high-powered performance tune-up. Searching transaction activity by date range is now swift, seamless, and dependable, delivering precise financial records in a fraction of the time.
Keeping client activities organized works best when every action ties to a clear structure. AdvicePay is phasing out unattached deliverables with a streamlined transitional workflow. Advisors who create a deliverable from the main index page can now place it into a dedicated shell engagement. This temporary option keeps current operations running while preparing for a future where all deliverables link to fully configured engagements.