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Marta Jaskowiak
When recording a clients asset we've a restriction around ownership where it must equal 100%. This is OK in cases where the client and partner are in XPLAN but what's best practice to record an assets with less than 100% e.g. 50% of the property (and not lose the ownership %)?
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Chris Ball
Wondering if anyone has been able to find the xmerge code for grabbing the subfund IRR or Portfolio IRR from IPS Reports when using breakout code.   I'm running code using the standard    <:let report=$client.DoReport.ipsv.any_report('value' report_source='base_performance', portfolios='CX' sort='description', date='Last 12 Months (Mth)',… (Show more)
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Marta Jaskowiak
I am trying to set an alert on any changes applied to clients net positions Balance sheet fields within last 24 hours. Alert criteria are set as per screenshot attached. Although I updated all fields from search criteria, alert message I received captured only the change in Balance Sheet-Asset | Description field? Could you please have a look and… (Show more)
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Dean Hangyu
Please make sure that you already have access to the Advice XPLAN wizard on your XPLAN site. If your XPLAN site does not have the Advice XPLAN wizard, please speak with your IRESS Account Manager about how to get access to the wizard. You will then need to follow the Advice XPLAN Implementation Guide first before adding in the content outlined in… (Show more)
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Dean Hangyu
This document will provide a guide on how to implement the Advice XPLAN Wizard onto your XPLAN site.   It is a three step process: Upload the separate Advice XPLAN Doc Library Templates. These files makes up the body of the Statement  of Advice document. Upload the Advice XPLAN Template which is coded to draw upon those templates in the Document… (Show more)
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Rabia Ceylan
Video preview image▶︎
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Rabia Ceylan
Click to view contentAs you may be aware, over the last few months, we have been rolling out exciting new changes to our Planner Central hosted site. I'm excited to announce that as part of these roll-outs we are introducing a brand new SOA template and wizard! This SOA wizard and template will be available from 1st of March 2019 to all businesses on the Planner… (Show more)
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Dolly Somaiya
How to upload emails from office outlook to planner central
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Joshua Janssen
Hi, I'm wanting to integrate leads into the threads that we use. I have a case that kicks off a thread on creation. Completion of a task in that thread creates a lead; however the lead that the thread creates is not linked to the case. Is there a way to make the lead adopt the case linked to the thread that created it? A similar question, when a… (Show more)
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Samantha Lecky
How do we set up Data feeds into both XPlan and Class for the one adviser?
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