Iress ContributorAMA: I'm Andrew Wilson, Xplan efficiency expert at Iress, Ask Me Anything!
Hi Andrew, two questions that hopefully fit under the Xplan efficiency and automation banner:
1. We value Cases for the ability to bundle up all the modules of Xplan that make up an advice record (notes, workflow, wizard scenarios). The one missing piece is Invoicing. Is there a way, and if not are there plans to introduce, a method for linking an invoice to a Case? This would solve a problem we have with associating an invoice to a specific instance of advice.
2. Users love the Xplan diary for the automation it enables (kicking off workflows and emails to clients). However the world has changed and client-facing tools like Calendly (i.e. allowing a client to book an appointment from an adviser's diary availability) are now the norm. Is there a way, or are there plans to introduce, similar functionality with Xplan diary? In an ideal world a client could initiate an appointment, triggering all of the Xplan workflows that currently only work when an Xplan user creates the diary event.
Thanks!
Iress ContributorHi Jeremy, I agree with you, linking Invoices to Cases would be beneficial. This type of feedback is extremely valuable. Can you please raise a feedback item through Connect.
While the functionality currently doesn’t exist to link from the Invoices element, you could do the following:
- Set your invoice template so it can be quick merged from invoices
- Set the type and sub-type so it can be easily searched
- Generate the invoice after that data has been entered. This would put it in the Notes
- Link the invoice Note to the Case
Diaries have indeed moved forward and are far more self service based. We are actively collecting feedback for diary improvements and this is a great use case. On the proposed Roadmap for 2025 is to improve diary and booking systems through third-party integration. It would be greatly appreciated if you could raise this feedback through Connect.
