Release Notes - September 2023 #2

Release Notes - September 2023 #2

We're constantly working to improve your AdviceOS experience. Please find attached the latest release notes documenting our new enhancements and fixes.

Key updates this release include:

  1. New recommendation for "Child Care Subsidy" has been under under "centrelink" section
  2. Introduced additional functionality within the floating action button to now allow users to upload documents from this location.
  3. Updated Cashflow and Capital modelling to now allow users to model clients who are eligible for Centrelink benefits under the eligibility of 'couples separated by illness'. 
  4. Provided a warning message to users who wish to use text for the Sender ID (ie Alpha Tags) for any SMS sent AdviceOS to notify them that these require registration going forward.
  5. Resolved issue where service agreements at the platform level were not correctly updating the total estimate fees field
  6. Allow users to integrate their Office 365 account with their AdviceOS profile via the User Management section

Regards,

Midwinter Team


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