nathan.greenaway's avatar
nathan.greenaway
Valued Supporter
3 months ago

Xtools+ 'other linked super contributions'

Hi everyone,

Does anyone know how to delete or remove linked super contributions within Xtools+ > Individual > Cashflow > Income? 

I'm working on a scenario where super contributions are linked to a clients income, and I can't remove or delete them. I even tried deleting their income, but the contributions keep repopulating.. this is affecting the cash flow modelling and projections. 

Has anyone else run into this issue and found a fix or workaround?

Thanks in advance! 

xplan

4 Replies

  • nathan.greenaway's avatar
    nathan.greenaway
    Valued Supporter
    3 months ago

    Here's a snapshot of my issue.. I find it very odd that there doesn't seem to be any way to delete or remove these contributions. I'm hoping it's something obvious I've missed 🤞

    • lana.graham's avatar
      lana.graham
      Icon for Xplan Product rankXplan Product
      3 months ago

      Hi nathan.greenaway​ ,

      If you need to remove the super contributions you can do so from Input > Super > Client > Regular Transactions > Concessional - just click on the x.

      That being said, we've decided to add the X option to the Other Linked Superannuation Contributions Tab and we expect to release it over the next 2 weeks. Please look out for it on your pop-up, and if you want to track the work, look for Xtool-1251 in the release notes.

      Kind regards, 

       

      Lana Graham 

      Product Manager - Xtools

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