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XPLAN 18.9


Ph: 1300 738 473

E: advicesystems@ioof.com.au

Elms Training: https://fsp.elms.co/ 


News and Updates


PDF File Notes

Currently there is an issue when some file note are generated into PDF, the document produce has an error code on it


Workaround – Open the file note à select print à save the document as PDF – Open the PDF and it will have all the content for you to print.

User Identification

When receiving your calls for assistance it is essential for the Xplan Team to ensure that we are talking to the right person. To assist with this the Xplan Team will be asking the following questions to identify the caller for general enquiries:

  • Xplan Client Entity ID
  • Callers Xplan User Name