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. 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

 

Document Portal - Securely Share Documents with Clients
Location:
Xeppo User Guide > Marketing App
Added:
13 June 2024
Accessible to:
You must be signed in to the Support Centre to access this article


You can now use Xeppo to securely share document with your clients. By adding the client as a Xeppo user with specific permissions, you'll be able to select documents from either Xeppo or SharePoint to share with your client, and they can upload documents for you to view. This article contains instruction guides for set up, sharing, and for your clients.

 

Monthly Review Tags - Add Monthly Review Tags Automatically to Your Groups
Location:
Xeppo User Guide > Marketing App
Added:
11 June 2024
Accessible to:
You must be signed in to the Support Centre to access this article


The Virtual Assistant has a new recipe available that allows it to add review tags to a Group on your behalf. The review tag applied is based on the month the activity is completed.

 

Basic Coding for Formstack Documents
Location:
Xeppo User Guide > Marketing App
Added:
29 May 2024
Accessible to:
You must be signed in to the Support Centre to access this article


This article provides some commonly used coding for Formstack documents. This includes code for Clients, Partners, Key Firm Contacts, and some conditional coding.

 

Managing your Saved Views
Location:
Xeppo User Guide > Marketing App
Added:
17 May 2024
Accessible to:
Anyone can access this article.


This article covers how to manage the views you have created, including how to make a view your default, update an existing view, and how to share a view you created.

 

Creating Efficient Views in the Activities and Sales App
Location:
Xeppo User Guide > Marketing App
Added:
17 May 2024
Accessible to:
Anyone can access this article.


This article provides examples on how you can use filters to create views in the Activities and Sales App. This includes views for Activities, Leads, and Opportunities that are assigned to you.

 

Creating Efficient Views for Groups and Clients
Location:
Xeppo User Guide > Marketing App
Added:
17 May 2024
Accessible to:
Anyone can access this article.


This article provides examples on how you can use filters to create views when searching for Groups and Clients. This includes views for specific key firm contacts, and using tags to create review month views.

 

Introduction to Views
Location:
Xeppo User Guide > Marketing App
Added:
17 May 2024
Accessible to:
Anyone can access this article.


The introduction to Views article has been updated to provide additional information on views, and a video explaining how to use them.

 

Creating, Viewing, and Editing Marketing Lists
Location:
Xeppo User Guide > Marketing App
Added:
14 May 2024
Accessible to:
Anyone can access this article.


With Xeppo's Marketing App, you can easily create marketing lists, and either sync them to MailChimp, or export them for use in other marketing software. This article explains how you can create a marketing list, view marketing lists that have been created, and how to edit existing lists.

 

Navigating to a Source System from Xeppo
Location:
Xeppo User Guide > Groups and Client
Added:
18 April 2024
Accessible to:
You must be signed in to the Support Centre to access this article


A link directly from a Xeppo Client record to their Xplan record can be added to your Xeppo site. When enabled, this link can be accessed via the connector dropdown in a client record. This article explains this feature, and how to get in touch to have this enabled.

 

Updating Key Firm Contacts in Bulk
Location:
Xeppo User Guide > Groups and Client
Added:
10 April 2024
Accessible to:
You must be signed in to the Support Centre to access this article


You can now update your Key Firm Contacts in bulk in Xeppo. This includes adding and removing Key Firm Contacts that are managed in Xeppo. This article explains how to update KFC's in bulk, and what to consider when managing you KFC's in Xeppo.

 

Pinned Group Notes [BETA]
Location:
Beta Features > Pinned Group Notes
Added:
20 March 2024
Accessible to:
You must be signed in to the Support Centre to access this article


The Pinned Group Notes feature is now in BETA. This article provides guidance to those testing this feature.

 

Welcome to Xeppo Group Insights
Location:
Xeppo User Guide > Xeppo Group Insights
Added:
28 February 2024
Accessible to:
Anyone can access this article.


This article provides an introduction to the Xeppo Group Insights reporting suite, and information on the data within these reports.

 

Using the Virtual Assistant Task Checker
Location:
Admin User Guide > Xeppo Virtual Assistant
Added:
14 December 2023
Accessible to:
You must be signed in to the Support Centre to access this article


There are several ways you can gain efficiency using the Xeppo Virtual Assistant. This article covers how you can incorporate the Virtual Assistant into your Project templates, create SharePoint folders or documents ad-hoc in bulk, or create SharePoint folders in bulk at a future date.

 

Documents App - SharePoint Settings
Location:
Admin User Guide > Documents App
Added:
30 November 2023
Accessible to:
You must be signed in to the Support Centre to access this article


This article covers the SharePoint settings available within the Documents App > Admin > Settings > SharePoint. These settings allow you to manage your connection to SharePoint, and how you share documents with clients.

 

Welcome to Xeppo Insights Premium
Location:
Xeppo User Guide > Insights Premium
Added:
20 October 2023
Accessible to:
Anyone can access this article.


This article provides an introduction to Xeppo Insights Premium, and how you can use the filters, visuals, and SharePoint lists within the reports to get the most out of your data.

 

Xplan Data Sync - Basic Sync and Client Profile Sync
Location:
Admin User Guide > Data Sync
Added:
18 October 2023
Accessible to:
You must be signed in to the Support Centre to access this article


This article explains the difference between the two Xplan data sync options available to users, basic sync and client profile sync. 

 

Formstack Document Emails - Set Up and Delivery
Location:
Admin User Guide > Documents App
Added:
3 October 2023
Accessible to:
You must be signed in to the Support Centre to access this article


This article provides an example of how you can use Formstack Documents to create an email template that can be sent in bulk from Xeppo. The example contains coding to show specific information by adviser, and have the email appear as if it is coming from a specific advisers.

 

Leads & Opportunities Assignment Notification - Notification to Users when a Lead or Opportunity is Assigned to them
Location:
Admin User Guide > Xeppo Virtual Assistant
Added:
19 September 2023
Accessible to:
You must be signed in to the Support Centre to access this article


Xeppo's Virtual Assistant is now available. This article covers how the Virtual Assistant can advise users when a lead or opportunity has been assigned to them in Xeppo, including information on who it has been referred by.

 

Overdue Leads & Opportunities - Notification to Supervisors & Users of Overdue Lead and Opportunities
Location:
Admin User Guide > Xeppo Virtual Assistant
Added:
19 September 2023
Accessible to:
You must be signed in to the Support Centre to access this article


Xeppo's Virtual Assistant is now available. This article covers how the Virtual Assistant can advise supervisors and users of any overdue leads and opportunities assigned to them, including a link to the lead or opportunity.

 

Insurance Review Activity - Create an Activity when an Insurance Review is Due
Location:
Admin User Guide > Xeppo Virtual Assistant
Added:
19 September 2023
Accessible to:
You must be signed in to the Support Centre to access this article


Xeppo's Virtual Assistant is now available. This article covers how the Virtual Assistant can gather a list of all Clients due for an insurance review, and create an activity for each.

 

Monthly Review Activity - Create an Activity or Project when an Annual Review is Due
Location:
Admin User Guide > Xeppo Virtual Assistant
Added:
19 September 2023
Accessible to:
You must be signed in to the Support Centre to access this article


Xeppo's Virtual Assistant is now available. This article covers how the Virtual Assistant can gather a list of all Clients due for a review, based on your tags in Xeppo. With your approval, it will then create your choice of an activity or project for each Group.

 

Overdue Activity Update - Notification to Supervisor & Users of Overdue Activities
Location:
Admin User Guide > Xeppo Virtual Assistant
Added:
19 September 2023
Accessible to:
You must be signed in to the Support Centre to access this article


Xeppo's Virtual Assistant is now available. This article covers how the Virtual Assistant can advise supervisors and users of overdue activities in Xeppo, including a link to the overdue activities so users can quickly access them.

 

User Inactivity - Inactive Xeppo User Notification
Location:
Admin User Guide > Xeppo Virtual Assistant
Added:
19 September 2023
Accessible to:
You must be signed in to the Support Centre to access this article


Xeppo's Virtual Assistant is now available. This article covers how the Virtual Assistant can advise of any users in Xeppo who have not logged in in the last two weeks.

 

Admin Notifications - Admin Responsibility Reminders
Location:
Admin User Guide > Xeppo Virtual Assistant
Added:
19 September 2023
Accessible to:
You must be signed in to the Support Centre to access this article


Xeppo's Virtual Assistant is now available. This article covers how the Virtual Assistant can send staff reminders on admin tasks that require attention, such as unmatched clients, discrepancies, and failed change requests.

 

Virtual Assistant Task Checker - SharePoint Folder Creation and Document Generation
Location:
Admin User Guide > Xeppo Virtual Assistant
Added:
19 September 2023
Accessible to:
You must be signed in to the Support Centre to access this article


Xeppo's Virtual Assistant is now available. This article covers how you can automate creating SharePoint folders, and generating documents with the help of the Virtual Assistant.

 

Say Hello to Xeppo's Virtual Assistant
Location:
Admin User Guide > Xeppo Virtual Assistant
Added:
19 September 2023
Accessible to:
Anyone can access this article.


Xeppo's Virtual Assistant is now available. This article covers how the Virtual Assistant works, and what 'recipes' are available for you to use now. 

 

Xero Practice Manager and Workflow Max Group Naming Conventions
Location:
Admin User Guide > Latest News
Added:
15 September 2023
Accessible to:
You must be signed in to the Support Centre to access this article


This article covers how Group names are created in Xeppo automatically using data from XPM or Workflow Max. 

 

Product Launch and Feature Focus Webinars - September 2023
Location:
News Centre > Latest News
Added:
14 September 2023
Accessible to:
Anyone can access this article


The recordings to our September webinars are now available on the Support Centre. There are five recordings available: the Product Launch, Client Profile Sync, Virtual Assistant, Insights Premium, and IFF. 

 

Training Phase 5 - Reports & Snapshots (Net Worth App)
Location:
Xeppo User Guide > Net Worth App
Added:
28 August 2023
Accessible to:
You must be signed in to the Support Centre to access this article


New self-guide training is now available for the Net Worth App. This article covers how to view the reports and monthly snapshots in the Net Worth App, now that your data has been allocated and classified.

 

Training Phase 4 - Bulk Tune (Net Worth App)
Location:
Xeppo User Guide > Net Worth App
Added:
28 August 2023
Accessible to:
You must be signed in to the Support Centre to access this article


New self-guide training is now available for the Net Worth App. This article covers how to bulk tune your data once the automate rules have run, as there will still be some data that is unclassified or unallocated.

 

Training Phase 3 - Automations (Net Worth App)
Location:
Xeppo User Guide > Net Worth App
Added:
28 August 2023
Accessible to:
You must be signed in to the Support Centre to access this article


New self-guide training is now available for the Net Worth App. This article covers how you can create automated rules in Xeppo which will automatically classify your data. 'Best Practice Rules' are available, with instructions on how to create these rules available in this article.

 

Training Phase 2 - Configuration (Net Worth App)
Location:
Xeppo User Guide > Net Worth App
Added:
28 August 2023
Accessible to:
You must be signed in to the Support Centre to access this article


New self-guide training is now available for the Net Worth App. This article covers the settings that need to be configured within the Net Worth App so that asset and liability data will be placed into categories within the Net Worth App.

 

Training Phase 1 - Admin & Security (Net Worth App)
Location:
Xeppo User Guide > Net Worth App
Added:
28 August 2023
Accessible to:
You must be signed in to the Support Centre to access this article


New self-guide training is now available for the Net Worth App. This article covers the permissions required to give users access to the app, and how to activate Groups in Xeppo so the Net Worth App will receive their data.

 

New Staff Training Guide
Location:
Training Schedules > Overview: Training Pathways
Added:
31 July 2023
Accessible to:
You must be signed in to the Support Centre to access this article


If you have a new staff member join the business, you can now use the 'New Staff Training Guide' to help them learn how to use Xeppo. You can download it from this article, and then add or remove anything you would like prior to providing it to your new staff member.

 

Permissions for Projects and Activity Templates
Location:
Admin User Guide > Activities App
Added:
30 May 2023
Accessible to:
You must be signed in to the Support Centre to access this article


New permissions are now available for Projects and Activities. These permission limit who can create, update, and delete templates. This article covers how you can apply these permission.

 

Xero Practice Manager Fee Category Troubleshooting
Location:
Admin User Guide > Rankings, Tags & Fee Categories
Added:
18 May 2023
Accessible to:
You must be signed in to the Support Centre to access this article


This article covers discrepancies that may occur if fee categories are not correctly applied in XPM, and how to resolve the issue.

 

Xplan Basic Data Sync Troubleshooting
Location:
Admin User Guide > Data Sync
Added:
15 May 2023
Accessible to:
You must be signed in to the Support Centre to access this article


This article covers two common errors that are encountered when using Xplan Basic Data Sync, as well as some general hints and tips.

 

Xplan Client Profile Data Sync
Location:
Admin User Guide > Data Sync
Added:
8 May 2023
Accessible to:
You must be signed in to the Support Centre to access this article


This article contains guides on how to use the new Xplan Client Profile Data Sync, and the Xplan mappings used to sync data to Xplan. 

 

Adjusting Group Names
Location:
Admin User Guide > Grouping
Added:
26 April 2023
Accessible to:
You must be signed in to the Support Centre to access this article


This article explains the two ways you can adjust the names of your group, either manually or automatically using the new Group Naming admin setting.

 

Navigating your Formstack Account
Location:
Admin User Guide > Documents App
Added:
16 March 2023
Accessible to:
You must be signed in to the Support Centre to access this article


This article contains guidance on how to navigate Formstack, adjust document template settings and update or add new document templates.

 

Adjusting App Notifications
Location:
Admin User Guide > Getting Started
Added:
27 February 2023
Accessible to: 
Anyone can access this article


This article contains information on how Practice Admins can adjust notification settings within apps. These settings ensure users are notified of important task.

 

Creating Consistent Views Using the Me Filter
Location:
Xeppo User Guide > Views
Added:
23 February 2023
Accessible to: 
Anyone can access this article


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.

 

Viewing Information in the Client Profile
Location:
Xeppo User Guide > Add & Manage Client Details in Xeppo
Added: 
30 January 2023
Accessible to:
You must be signed in to the Support Centre to access this article


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.

 

Introduction to the Client Profile
Location:
Xeppo User Guide > Add & Manage Client Details in Xeppo
Added: 
30 January 2023
Accessible to:
Anyone can access this article


An overview of the new Client Profile, which is available within Client and Group records. The Client Profile is currently in BETA.

 

Did you know?
Location:
News Centre > Latest News
Added:
23 December 2022
Accessible to: 
Anyone can access this article


Hints and tips on using Xeppo will be available in this article. This will be updated every month.

 

Creating New Subfolders with Power Automate
Location:
Admin User Guide > Documents App
Added:
16 December 2022
Accessible to:
You must be signed in to the Support Centre to access this article


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.

 

Xeppo Wealth Insights in Power BI
Location:
Admin User Guide > Power BI
Added:
1 December 2022
Accessible to:
You must be signed in to the Support Centre to access this article


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.

 

New Views in Xeppo - Activities and Document Views
Location:
Xeppo User Guide > Views
Added:
25 November 2022
Accessible to:
You must be signed in to the Support Centre to access this article


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.

 

2022 Q4 Roadmap Webinar
Location:
News Centre > Latest News
Added:
25 November 2022
Accessible to:
Anyone can access this article


A recording is now available of the 2022 Q4 webinar, presented by Managing Director, Paul Campbell, and Business Analyst Costa Filippo.

 

Introducing Xeppo Insights in Power BI
Location:
Admin User Guide > Power BI
Added:
8 November 2022
Accessible to:
Anyone can access this article


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.

 

Popular Views in Xeppo
Location:
Best Practice Toolkit > Improve Process and Work Efficiently
Updated:
28 October 2022
Accessible to:
You must be signed in to the Support Centre to access this article


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
Location:
Admin User Guide > Security - Permissions
Added:
17 October 2022
Accessible to:
You must be signed in to the Support Centre to access this article


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
Location: Xeppo User Guide > Marketing App
Added: 6 October 2022
Accessible to: Anyone can access this article


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
Location: News Centre > Latest News
Added: 4 August 2022
Accessible to: Anyone can access this article


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
Location: Xeppo User Guide > Documents App
Added: 15 July 2022
Accessible to: Anyone can access this article


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
Location: News Centre > Latest News
Added: 5 July 2022
Accessible to: Anyone can access this article


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)
Location: Admin User Guide > Documents App
Added: 27 April 2022
Accessible to: You must be signed in to the Support Centre to access this article


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
Location: News Centre > Latest News
Added: 21 April 2022
Accessible to: You must be signed in to the Support Centre to access this article


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
Location: News Centre > Latest News
Added: 13 April 2022
Accessible to: You must be signed in to the Support Centre to access this article


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)
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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