Tony McGillvery

OSA - The Importance of Selecting a Default OSA Field

Blog Post created by Tony McGillvery on Oct 24, 2017

Why are recent Compliance Audits checking OSA Default Service and Additional Service fields?

If you select Default and Additional Service fields, and generate an OSA, Xplan will populate a Schedule outlining services provided.

If you select Additional fields only and generate an OSA, Xplan will not populate a Schedule of services provided. (Ongoing fees only)

OK, but what does that mean?  If we provide an OSA with Additional only, we are asking clients to sign off without having visibility of the agreed services.