Forum Discussion
courtney.youngblutt
2 days agoIress Team
AMA: I'm Courtney Youngblutt, Xplan Design Consultant and efficiency expert, Ask Me Anything!
Do you ever wish there was a way to automate some of your daily routine tasks in Xplan and free up time and work on things that matter?
Join me here on Wednesday 30th October from 3pm to 4pm.
Exp...
sally.warncken
2 days agoVisiting Enthusiast
We are currently in the process of reviewing our approach to managing Fee Consents for clients.
At the moment, we rely heavily on spreadsheets provided by various product providers, which we recognise is not the most efficient system. Therefore, we are looking to streamline our workflow by using Xplan as the primary source of truth.
To that end, I would appreciate your insights on the following:
- Do you have a process in place that utilizes Xplan's Scheduler to track fee consents due within the next 60 days?
- When setting up Scheduler and nominating the 60-day period from the Fee End Date, does the system pull the Fee End Date from the "Edit Base Settings"?
- OR, does it source the Fee End Date from the individual account level?
Thank you in advance for your assistance.