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.

Latest Release Notes

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

Upcoming API changes - Fact Find data (Assets & Liabilities)
Location: News Centre > Latest News
Added: 21 March 2022
Accessible to: You must be signed in to the Support Centre to access this article


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
Location: Admin User Guide > Power BI
Added: 18 March 2022
Accessible to: You must be signed in to the Support Centre to access this article


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
Location: Admin User Guide > Power BI
Added: 15 March 2022
Accessible to: You must be signed in to the Support Centre to access this article


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
Location: Admin User Guide > Power BI
Updated: 14 March 2022
Accessible to: Anyone can access this article


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)
Location: Best Practice Toolkit > Project Templates
Added: 27 January 2022
Accessible to: Anyone can access this article


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
Location: Best Practice Toolkit > Project Templates
Added: 27 January 2022
Accessible to: Anyone can access this article


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)
Location: Best Practice Toolkit > Document Templates
Added: 27 January 2022
Accessible to: Anyone can access this article


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
Location: Best Practice Toolkit > Resource Library
Added: 27 January 2022
Accessible to: These resources are available on Xeppo's latest platform packs - you will need to be signed into the Support Centre and your business must be on one of the latest platform service packs to access this resource


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
Location: Best Practice Toolkit > Resource Library
Added: 27 January 2022
Accessible to: These resources are available on Xeppo's latest platform packs - you will need to be signed into the Support Centre and your business must be on one of the latest platform service packs to access this resource


Download the full version of document templates that can be used for merging documents out of Xeppo.

 

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