New in the Support Centre

Knowledge base

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. This article will list changes for the last 3 months only. 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.

For the latest Release Notes, please Click Here. You will need to be signed in to the Support Centre to access release notes.

New Articles

Title Location Notes/Overview
Upcoming API Changes - Fact Find Data

News Centre > Latest News

This is a important technical note for integrators with Xeppo's API. Added 18 November 2021.
Power BI for Mobile

Admin User Guide > Power BI

Keep up to date when on the go with Power BI for mobile. Set up only takes a minute then you will have valuable insights at your fingertips, where ever you may be. Added 25 October 2021.
SharePoint Overview & FAQ's

Xeppo User Guide > Documents App

Overview of how SharePoint document integration works, benefits of using the feature and answers to frequently asked questions. Added 30 September 2021.
SharePoint Configuration

Admin User Guide > Documents App

Instructions to connect and configure SharePoint integration. Added 30 September 2021.
Managing Income & Expenses against Clients

Xeppo User Guide > Add & Manage Client Details in Xeppo

Viewing. adding and editing income and expenses against clients in Xeppo. Added 8 September 2021.
Client Reviews using Tags & Projects

Best Practice Toolkit & New Articles

This article is the start of our Best Practice Toolkit. Stayed tuned for more updates! Added 30 August 2021.
Adding a Client in Xeppo

Xeppo User Guide > Add & Manage Client Details in Xeppo

How to add a new client into Xeppo when they do not exist in your source system. Added 23 August 2021.
System Tags for Custom Fields

Admin User Guide > Rankings, Tags & Fee Categories

How you can utilise system tags in Xeppo to capture data from custom fields in your source systems. Added 13 August 2021.
Managing Insurance Policies against Clients

Xeppo User Guide > Add & Manage Client Details in Xeppo

Adding and editing insurance policies and cover against clients in Xeppo. Added 30 July 2021.
Using the Xeppo Support Centre

Xeppo User Guide > Getting Started - The Basics

Tips on navigating the Support Centre, troubleshooting access issues and getting support through email or tickets. Added 30 July 2021.
Admin Settings Menu

Admin User Guide > Getting Started

How to configure the Admin Settings Menu in Xeppo. Added 29 July 2021.

Training Resources

Title Location Notes/Overview
New Admin Training Schedule (Existing Practice) Training & Webinars

This schedule is designed for the scenario when a new Practice Admin comes in to a practice where Xeppo has already been implemented. The purpose of the training is  to understand and review the way Xeppo is configured for the practice. The Introduction for the Training Schedule is available to all users, but you must be logged into the Support Centre to access Phases 1-8 of the Schedule. Please note that the Progress Tracker will be added shortly. Added 9 September 2021.

New Admin Training Schedule (Setup & Onboarding) Training & Webinars

The training schedule is designed to assist a practice when setting Xeppo up for the first time. It includes a Training Progress Tracker to keep track of your learning and set up tasks. Keep an eye on this section for new content! The Introduction for the Training Schedule is available to all users, but you must be logged into the Support Centre to access Phases 1-8 of the Schedule. Added 27 August 2021.

Webinars have moved Training & Webinars

All webinars are have been relocated to Training & Webinars Section. Users will need to be logged into the Support Centre to access the Admin Webinars; Core and CRM Webinars are available to everyone. Moved 27 August 2021.

Coming Soon

Here's a sneak peak at some articles that you can look forward to seeing in the Support Centre in the near future:

  • Xeppo Core & CRM Training Schedules
  • Time Tracking - Tracking time against Projects, Activities & Clients
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