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Announcement
Promoted articles
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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... -
Projects
Projects is a part of the Activities App. You will need CRM licensing to use this feature. Overview Projects allows you to create an orderly set of Activities to manage your standard processes or to manage a once off Project. The Key features of Projects includes: Define the Roles/Participa... -
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...