AMA: We’re Dela Dzadey and Lana Graham, paraplanning and Xtools experts, Ask Us Anything!

Hi deepika.deepika ,

You can set up a Company in Xtools+ by:

1. going to Input > Basic Details and the Entities section, where you can model up to 3 Company entities.
2. For each Company entity you will need to navigate to the Input > Company screens to enter the company details (if you have access to Iress Learning Centre then see pages 64 to 67 of  this guide).
3. With the Company set up you can then complete your modelling as required.
4. To view projected information, simply navigate to the Display > Company screens eg. Consolidated or Taxation etc. (see pages 104 to 108 of the guide). Each of these screens allow you to download a PDF version of the information you are seeing on screen through the PDF button that is in the top right of the screen.

Should you need to have any of the information on screen formatted in a certain way or into a report, then you would need to create an Xmerge document (a coded document) that could then extract whichever of the projected fields you wish, to create the document as you require.

If you have access to the Iress Learning Centre, then this eLearning course will take you through how to model a Company entity using Xtools+, and this coding guide gives an introduction to using Xmerge coding.