New in the Support Centre
Keep up to date with the Support Centre. Check in regularly to see any major changes, plus an overview of new content on the horizon. Please note that you may need to be logged in to access restricted content in the Support Centre. If you are not able to log in, please contact support at support@xeppo.com.au so we can assist you.
| Latest Release Notes |
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For the latest Release Notes, please Click Here. You will need to be signed in to the Support Centre to access release notes. |
| New and Updated Articles |
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Navigating your Formstack Account This article contains guidance on how to navigate Formstack, adjust document template settings and update or add new document templates. |
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Adjusting App Notifications This article contains information on how Practice Admins can adjust notification settings within apps. These settings ensure users are notified of important task. |
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Creating Consistent Views Using the Me Filter This article contains examples of how the Me Filter can be used to create consistent views for staff that are easy to use, and where the Me Filter is available. |
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Viewing Information in the Client Profile A breakdown of each area of the new Client Profile, including a video showing each area. The Client Profile is currently in BETA so is being refined to add new fields. |
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Introduction to the Client Profile An overview of the new Client Profile, which is available within Client and Group records. The Client Profile is currently in BETA. |
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Did you know? Hints and tips on using Xeppo will be available in this article. This will be updated every month. |
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Creating New Subfolders with Power Automate At the beginning of each year, you may need to create a new folder in your SharePoint for the current calendar year. This article explains the process required if you are using Power Automate. |
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Xeppo Wealth Insights in Power BI This article contains a video demonstration of the Wealth Insights section within Xeppo Insights for Power BI. Wealth Insights focuses on the wealth side of your business, such as financial planning, providing business analytics for revenue and more. |
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New Views in Xeppo - Activities and Document Views New views are now available in the Activities and Documents within a Client or Group record. These views are currently in Beta but can be enabled for your practice. |
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2022 Q4 Roadmap Webinar A recording is now available of the 2022 Q4 webinar, presented by Managing Director, Paul Campbell, and Business Analyst Costa Filippo. |
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Introducing Xeppo Insights in Power BI The Xeppo Insights App is available in Power BI. This article provides an overview of the product and how to install and configure your data to receive a holistic view of your business. |
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Popular Views in Xeppo This article was originally published in March, however has been updated to include the new ‘Me’ function within views. This feature allows you to easily view Activities, Leads and Opportunities that have been assigned to you. |
Providing an Auditor Access to Xeppo This article explains how to provide an auditor access to Xeppo. This includes setting up a dedicated Security Group for the Auditor, creating a Practice User Login for them and providing them access to specific documents in your SharePoint. |
Understanding Mailchimp Audiences Understand how Mailchimp creates audiences and how your Marketing Lists are reflected as Categories in Mailchimp. If you are using the free version of Mailchimp, you will need to remove the automatic audience created upon creation of your Mailchimp account. Check out the article for details on how to remove this. |
Upcoming Filter Changes: Searching on user-related fields Xeppo are making changes to searching on user-related fields, converting free-text fields to multi-select fields. This may impact saved views that you own or are shared with you. It is important that all Xeppo users are familiar with this upcoming change. |
SharePoint: Delete "Create SharePoint Folder" Test Documents This article explains how to bulk delete the "Create SharePoint Folder" pdf documents that are created when using merge document function in Xeppo to create new SharePoint folder structure for a group. |
Update to global Activity Search Function A change has been made to the way the global search function operates within Xeppo's Activity App. From our next release, scheduled for the 16th July 2022, this search will no longer search the Activity Description. Please read the article for more information. |
Formstack Custom Fields (Basic) Learn the basics on how to add merge fields into your document templates for non-client data using Formstack's Field Map. |
Webinar: What's new with Xeppo's Time Tracking Feature Check out the most recent updates to Xeppo's Time Tracking features, including powerful reporting and analytics to understand profitability and productity withn your business. If you would like to know more about using the Time Tracking feature in Xeppo, email us at support@xeppo.com.au. |
2022 Roadmap Webinar In this webinar, Paul and Costa review 2021's achievements and take a look at new developments ahead in 2022. |
Upcoming API changes - Fact Find data (Assets & Liabilities) This is a technical note/update for integrators and has important information on upcoming changes to Xeppo's API. If you have a direct integration and call data from our API, please make sure to read this important update. |
Evidence Based File Review Report Xeppo's new Evidence Based File Review Report leverages you client data in Xeppo such as activities, file notes, documents in Xeppo and from your connected SharePoint to give you a true view of what you have on file, what's missing, and what might be misplaced. Find out how Xeppo can help save you time and be audit ready! |
Xeppo Time in Power BI - Overview & Setup Want to know what your cost to serve a client actually is? Learn how time captured in Xeppo, WFM or XPM, can be used to drill into staff or group profitability. You can also benchmark your estimated vs actual time for activities and projects. |
Xeppo Insights Overview Did you know we have added some new reports to the Xeppo Insights Power BI template? Check out our new reports on Evidence Based File Review and Tracking Time in Xeppo, WFM and XPM. |
Project Templates (Financial Planning) See the high level view of Xeppo's Best Practice Project Templates. These are now available and included with the new platform service packs. |
Reviewing your Project Templates Need help reviewing a template but not sure where to start? This article will step you through it and ensure you don't forget the little things. |
Document Templates (Financial Planning) Get a sneak peek of Xeppo's Best Practice Document Templates. These are now available and included with the new platform service packs. |
Download Project Templates for Financial Planning Download and view a word version of each template of the Project Templates from the Best Practice Toolkit, showing all the detail. |
Download Documents for Financial Planning Download the full version of document templates that can be used for merging documents out of Xeppo. |
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