Did you know you can attach tags directly to your Document Note templates so that client notes are automatically categorised the moment a template is used? Relying on the team to remember to manually add the right tags every time they create a file note or log an email is a recipe for missed data. Automating the process…
If you want a genuine competitive edge, streamline your operations and serve more Aussies; accurate data isn’t just a nice-to-have – it’s non-negotiable. But are you following data best practices when it comes to Xplan? For example, are you segmenting clients properly? Are file notes orderly and retrievable? Do you have…
Overview Introduction Prerequisites Recording your time Analysis and Outputs At a glance - Dashboard Viewing a client’s time activity Viewing a userstime sheet Sending an invoice based on time spent Analysing time at a business level Introduction Many businesses want to track time. There are different reasons why a firm…
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