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Need help with cleaning and maintaining your data in Xplan? This member-exclusive guide shows what best practice looks like.
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Best practice for linking Entities in Xplan
Hi there 👋 I’m seeking some guidance on best practices for linking entities in Xplan, and any key considerations to keep in mind. It’s been a while since I’ve needed to do this, so I want to make ...michelle.butler.05 minutes agoValued Supporter0Views0likes0Comments18th Sept AMA: I’m Lana Graham, Xtools+ product manager, Ask Me Anything!
Hi everyone 👋 I’m Lana Graham, Xtools+ product manager. The way you use Xtools+ is always evolving and, understandably, can come a stack of “what’s the best way to do this?” questions. Th...lana.graham3 hours agoXplan Product124Views2likes8Comments🤓Xplan Hint: What’s that? There’s predictive search functionality in advanced searches now?
Did you know we just made it easier for you to find the field you are looking for in the search criteria field list? Predictive search is an advanced search functionality that uses smart algorithms t...courtney.youngblutt12 days agoXplan Expert71Views3likes3Comments4th Sept AMA: I’m Dexter, product manager of Xplan Business Intelligence (XBI), Ask Me Anything!
Hi everyone 👋 I’m Dexter Manuel, product manager of Xplan Business Intelligence (XBI). We’re building XBI to make reporting in Xplan faster, smarter, and more useful – and I’d love to hear your ...dexter.manuel13 days agoXplan Product336Views6likes17Comments17th July AMA: I'm Kenny Foo, Xplan expert, Ask Me Anything!
If you want a genuine competitive edge, streamline your operations and serve more Aussies; accurate data isn’t just a nice-to-have – it’s non-negotiable. But are you following data best practices w...kenny.foo13 days agoXplan Expert364Views4likes19CommentsXtools+ 'other linked super contributions'
Hi everyone, Does anyone know how to delete or remove linked super contributions within Xtools+ > Individual > Cashflow > Income? I'm working on a scenario where super contributions are linked t...nathan.greenaway15 days agoValued Supporter38Views1like4Comments🎉 The Xplan Workflow Starter Kit is here + upcoming webinar 🎉
Are you ready to supercharge your efficiency in Xplan? We've introduced the new Workflow Starter Kit, designed to help you build and maximise your Xplan workflows with ease! We know that workf...courtney.youngblutt16 days agoXplan Expert91Views3likes2CommentsReview Dates/Frequency - assigning in bulk?
Hi there! I hope this is ok to post here! We are looking at automating our review process further and wanted to know if there is a way to bulk add review dates & frequency to selected clients in th...fiona.matthews.023 days agoNetwork Navigator57Views2likes2Comments🤩 Health Premium Loadings modelling in Xplan made easier
As part of our commitment to making Xplan more cohesive, we're enhancing the modelling of insurance policies that include health premium loadings. ⚙️ What did we hear from you? While Client Focus...jamie.ramsay26 days agoXplan Product91Views2likes1Comment
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