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:
- New recommendation for "Child Care Subsidy" has been under under "centrelink" section
- Introduced additional functionality within the floating action button to
now allow users to upload documents from this location.
- 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'.
- 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.
- Resolved issue where service agreements at the platform level were not correctly
updating the total estimate fees field
- Allow users to integrate their Office 365 account with their AdviceOS
profile via the User Management section
Related Articles
Release Notes - September 2023 #1
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: The ASFA Retirement Standard living standards have been updated ...
Release Notes- September 2024 #1
Hello everyone, Please find attached the latest release notes documenting our new enhancements and fixes. Key updates are as per below: Enhancements Update ASFA Retirement Standards New minicodes for Trust & Company SOA & Quick Print New Mercer Admin ...
Release Notes- September 2024 #2
Hi Everyone, Please find attached the latest release notes documenting our new enhancements and fixes. Key updates are as per below: Enhancements Centrelink rate updates for Sept 2024 Creation of new minicodes for Cashflow & Capital quick print ...
Release Notes - Sept 2022 #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: Updated Centrelink rates to reflect September 22 changes ...
Release Notes - Dec 2022 #1
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: SMSF SoA template now available in AdviceOS Update to ASFA ...