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Featured blogs
2 MIN READ
A tiered approach still needs best practice to sit on top of it all.
2 years ago
Not long ago, I made a career move that left many people in my circle scratching their heads. It sparked countless questions, but also taught be some very valuable lessons.
7 months ago
3 MIN READ
The last six months have been a serious test of resilience for me, but I've learned a few things that are applicable to everyone reading this.
4 months ago
1 MIN READ
There is no secret I love XPLAN. Ask anyone in our office or any clients we work with and they will tell you that I am a big fan of XPLAN & in particular XPLAN tasks. My love for tasks has grown so much in the past year that now I can't get enough of them.
Here is a list of the top 10 things I love about XPLAN tasks.
2 years ago
2 MIN READ
How do you lead a team in a flexible working world?
2 years agoDiscussions and spaces
Recent Content
Xplan Diary ical.ics (Outlook)
Hi all Wondering if anyone can assist with the issue I am having within our business from the ical.ics invitation we receive from Xplan Diary to our Outlook accounts. We receive the invite but the "Show as" comes through as "Free" and we would like this to always come through as "Busy". Please note this is only happening from Xplan. courtney.youngblutt
14th August AMA: We're Leah, Xplan expert, and Rob, IressNet product manager, Ask Us Anything!
If you're aiming to scale, enable client portals, or cut down on admin, reliable datafeeds aren't optional — they're essential. But are you managing them efficiently? For example, do you have questions on: What is the most efficient way to stay on top of datafeeds? How to set up alerts before issues snowball? Plans for how to get them under control when you have not given them attention? If not, join myself and rob.borthwick here on Thursday, 14 August from 3pm to 4pm AEST. We've helped hundreds of practices clean up and streamline their Xplan datafeeds – and we'll be live in the thread answering your questions. Start popping in your questions below and Ask Me Anything! 💬 This AMA is text-based, so we'll answer your pre-submitted questions in the scheduled time. 📆 Click here to save the date in your calendar. 🔔 Don’t forget to hit the bell in the top right corner to be notified. 🎙️ Let us know what you thought of the AMA and what topics you would like to see next here.12th Feb AMA: I'm Courtney Youngblutt, Xplan Design Consultant & efficiency expert, Ask Me Anything!
We all know that data accuracy is the key to efficiency – want to make 2025 the year you leverage your data with Xplan? For example, curious about using advanced search criteria and Xport to audit your data? Need help merging duplicate records or tidying up outstanding tasks? Looking for advice on implementing the new Ongoing Fee Arrangements (OFAs)? Or maybe you have feedback or questions on what we rolled out in 2024? Join me here on Wednesday 12 February from 3pm to 4pm. I’ve worked with hundreds of practices to optimise processes and boost everyday efficiencies in Xplan. If you have a repeatable process, there’s a good chance I can make it more efficient for you with Xplan. I’m here to help! Start popping in your questions below and Ask Me Anything! ❗️Update: This AMA has now ended but please continue to pop your questions in the discussion forums and make sure you tag me at courtney.youngblutt 🎙️ Let us know what you thought of the AMA and what topics you would like to see next here.🤓Xplan Hint: Want to know a quick and easy way to get your Xtools+ tables looking snazzy in Word?
Did you know that with only a small amount of effort, you can merge formatted Xtools+ tables into Microsoft Word to use in your SOA templates? If your advice wizard isn't set up with the Xtools+ tables you use all the time, no worries, here's a quick and easy way to extract them in a usable format. First, figure out which tables you use most often. Then, go to Administration > Templates > Table format and set up how you want your tables to look. Download the Xword toolbar, use it to get the code for your table, and then just add format='ABCDE' to the end of that code (make sure ABCDE is the name of your table format!). And boom! You're ready to merge! 💡 Pro tip for virtual / outsource Paraplanners: If you work on different sites, make one Word document with all your go-to tables. Then, on each site, create a table format that matches that practice's branding but give it the same name on every site. This way, you can reuse your coded document everywhere! ▶️ Play the video below to see it live in action in real time.🤓Xplan Hint: Embrace the Emoji
Did you know you can add emojis to the Xplan interface? Ever looked at your Xplan menu or page and scrolled up and down looking for the exact item? Would an image help? As you can see I have added an emoji to Key Details (menu), Main (page) and Title (field). Emojis are part of the Unicode standard, just like regular letters and numbers. If your computer's operating system or browser supports them, they will display correctly. To add an emoji: Go to Admin > Interface > Interface Select which menu/page/field you want to add the emoji to Select the "title" Open the emoji keyboard Windows: Press Windows key + . (period) Mac: Press Control + Command + Space Insert the desired emoji directly into the text field
Recent Blogs
It's time to get your centralised workflow management tool working for you.
4 days ago
1 MIN READ
Despite popular misconceptions, niching isn't actually about demographics or specific types of advice.
5 days ago
7 MIN READ
Shield, First Guardian and looking for bad apples in all the wrong places.
5 days ago
3 MIN READ
M&A failures rarely make headlines, but there are often some common underlying factors.
5 days ago
Want to make Workflows even more powerful? Enter Scheduler, the conductor of the Xplan world.
6 days ago