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Adding or Deleting Review Responsibility in bulk (Xplan)
Good morning, Just wondering whether there is a way to add or remove a Review Responsibility in bulk. I’m aware that we can use the Modify All function on a saved search list; however, the only option available appears to be Change Review Responsibility, which reassigns the responsibility to another user. What I’m hoping…
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Xplan cases changed everything for us
An advice process is much like a piece of string: it has a start, an end and a lot of knots. Around nine months ago, we moved back to Xplan with a simple goal: reduce duplication, bring more of our advice process under one login and make life easier for the team. I took a closer look at cases, threads and tasks, then…
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Indexation of Aged Care Published Accommodation Deposit / RAD
It appears that when entering a Published Accommodation Deposit value in XTOOLS+, the value cannot be changed over time. For example, if the Published Accommodation Deposit as advertised today at say $690k is entered, but the client is not expected to enter Aged Care for a further 10 years, the model will still show the…