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Promoted articles
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Mid-MAY Release 2019
Last Brokerage Record Date A new field has been added to the Admin > Source Clients view, showing the last data that associated commission data was imported. This field can then be used in views where the "Mark As Inactive" action could set the status of the client you're no longer... -
Mid-APRIL Release 2019
System Tag Per Connector Using the new "Enable Connector System Tags" practice setting (Admin > Settings), each client will be tagged with each source system they came from. This allows greater flexibility with user security configuration - something that the Opex team can provide... -
Mid-MARCH Release 2019
Document Merge Released in beta in our last update, document merging functionality is now available to all practices. For those that have already been in contact with us, the Opex team will contact you shortly regarding setup. Further documentation can be found in the support portal. Opex C... -
Early-FEB Release 2019
This release includes the following new features: Document Merge (Beta) Currently in closed beta with selected Practices, an action has been added to create a client document based on a coded template. Please contact support@xeppo.com.au to register your interest in this feature. Manage Relat... -
Early-JAN Release 2019
This release includes the following new features: Key Firm Contact Types -> Project Roles Project Roles can now be associated with a Key Firm Contact Type from the Activities App > Admin menu > Settings page > Project Roles section. When creating a project from a template, if the as... -
Early-DEC Release
This release includes the following new features and improvements: Project and Activity Actions Triggered upon Starting, Completion or Cancellation of a Project or Activity, another Project or Activity can be created. Please refer to the support portal article article for more info on how to us... -
Early-NOV Release
This release includes the following new features and improvements: The Documents app file size limit has been increased from 50MB to 200MB. The “Create Change Request" capability has been renamed to "Change Request" and the create, read, update and delete permissions can now be se... -
Mid-OCT Release
This release includes the following new features and improvements: You can now add Notes to Activities, holding additional info as required. The Activity edit form has been modified to include a new "Notes" tab, were you can add and edit notes. The number of notes on an Activity is di... -
Mid-SEP Release
This release includes the following new features and improvements: Activity Categories and Subcategories can now be created through the Admin > Settings area of the Activities app. Activities can then be assigned to a Category and Subcategory which will display on both Activity tiles within ... -
Mid-AUG Release
This release includes the following new features and improvements: Projects out of beta + some new features: Create Projects in bulk via the new Create Project action from search screens Cancel stage and related activities Move non-dependent activity to another stage Manage notifications Opex... -
Late-JUL Release
This release includes the following major new features and improvements: Admin menu has been redesigned for clarity and visibility Discrepancy Management - the ability to ignore discrepancies at a connector or client level Key Firm Contact -> User mapping Create Related Clients from Clients &... -
Late-JUN Release
This release includes the following major new features and improvements: Preferred Email Address field and configuration options Xeppo APIs are in private alpha testing - more info to come throughout the year Tax Return Deductions fields available to be mapped from APS Please review the attache... -
Late-MAY Release
This release includes the following major new features and improvements: Project tracking within the Activities App "Other Email" field Major improvements to Opex Consulting's Auto FDS App Updates to the Net Worth App Please review the attached release notes and mail-out for further i... -
Mid-APRIL Release 2018
This release includes the following major new features: Email & Calendar Integration Create a Client directly within Xeppo Display tags from data within your source system data as a System Tag Please review the attached release notes and mail-out for further information. -
Early-MARCH Release
This release contains many improvements and fixes. Please review the attached release notes for details on each item and please contact support@xeppo.com.au if you have any issues or queries. Key items include: More accurate Group naming based on your field priorities Inactive clients are easi... -
Early-FEBRUARY 2018 Release
Key items in this release include Data Sync (beta), Automated Rules (Net Worth and Sales App) and Opex Consulting's Auto FDS App. Please review the release email for a quick summary of the updates. This release also contains various improvements and fixes as detailed in the attached release notes. -
Late-DECEMBER Release
Key items in this release include retaining inactive Clients (just the client record), addition of Key Firm Contact filters in the Activities, Sales and Documents Apps and notifications within the Sales App. This release also contains various improvements and fixes as detailed in the attached rel... -
Late-NOVEMBER Release
This release includes multiple improvements and fixes, including major changes to our overnight data processing. This will allow Xeppo to handle the upcoming scale of data as we continue to grow. -
Late-OCTOBER Release
This release includes a new Documents App, Dashboards added as a tab within the Client and Group screens, as well as various bug fixes. Note that on the Client details page, the list of associated connectors is now displayed within a drop down. Due to the increasing number of connectors in each p... -
Early-SEPTEMBER Release
This release includes the Net Worth App, a function to Merge Xeppo Codes and several back-end security updates. Please contact support if you wish to find out more about how the Net Worth app can be used within your business to improve your client offering. We will be in touch with some additiona... -
Mid-AUGUST Release
This release includes Notifications related to Activities as well as various fixes and improvements. Please provide your thoughts on how the Notifications function while be begin to expand this to other items within the system. -
Early-JULY Release
This release brings the new Activities App, allowing tracking of activity against Groups and Clients. Please see the attached release notes for further information. -
Orientation Guide
This article provides you a list of essential articles that you should read if you are new to Xeppo. Welcome (first look) video Searching Group Page Overview Client Page Overview Dashboards Client Status Primary Contacts Views - Introduction Sales App Introduction Marketing App Introduction Tag... -
Automated Rules (Sales App)
The Automated Rules feature in the Sales App allows you to build automated rules (using client views) which will generate Potential Opportunity records on a continual basis, ensuring you maximise the new business opportunities sitting untapped within your Practice. Watch the following video to se... -
Activities and Tasks
The Activities area of the Sales App has been expanded to allow creation of Calls, Meetings, Tasks and Emails, against Leads or Opportunities, in addition to Notes. There is now an Activities option in the menu bar in the Sales App: Search Activities This will take you to the Activities search s... -
Overview of Moneysoft App
What's in this article? Overview What is Moneysoft? Extended reach of financial accounts Moneysoft vs Moneysoft Lite Moneysoft Connector vs Moneysoft App Overview Xeppo now supports the ability to integrate the core capabilities of Moneysoft within the Xeppo environment. The key benefit is that... -
Connecting Moneysoft accounts to your Xeppo portal (Client Friendly)
This article outlines how you can add and maintain Moneysoft Accounts via your Xeppo Client login. This video is designed to be something you can send to the client... To allow your clients to view this video you can either embed the video on your web site or send them them a link directly t...