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

Great question tomm! 

Below is a trick I learnt from a paraplanner shortly after joining Iress. 

In Chrome, right click your mouse on the Xtools tab and select Duplicate. This will give you a second window, where you can navigate to another Xtools screen.

I use this approach while testing, to check the impact of my changes on another part of the projection.

You can use it to, for example to:
-    Cash out lump sums from the Super Display screen and
-    See the impact on Cashflow Consolidated.

Note that you should use this method on one client scenario at a time. Switching between two separate scenarios in this way can corrupt your data entry. 

Something else:

We’re mindful that calculations can slow the screens, which is why we are gradually adding the ‘Click to Update’ feature (example below at the bottom of the Surplus screen).

In the surplus screen, we have set up the screen so it only calculates when necessary, and when you “Click to Update.”

If there is a particular input that you feel is refreshing the calculations unnecessarily, could you please let us know by lodging a support request? We’ll look at adding a Click to Update. Please see this Community page for How to lodge a support request.