XPLAN Version Enhancements - November 2021 (Version 21.11.194)
XPLAN Version Enhancements - November 2021 (Version 21.11.194)
Client Focus
New Current Residential Address Field
A new field, current residential address, has been added to record a client’s current address. When entering the first address for a client, the field value will default to yes. When entering subsequent addresses, the value will default to no, but can be amended to be the current residential address. Only one address can be set to yes - it works the same way as recording preferred address works now.
Portfolio
Investment Manager Ability to Place List Orders in XPLAN
List orders is now supported within Xplan.
Prior to this change, orders submitted together for an account cannot be identified as a group and thus cannot be included in a single ROA document.
With this change, third party vendors can now generate a single ROA document for a group of orders and manage orders as a group in vendor systems.
Orders will now be grouped together and identified as a list when,
• The vendor of the account is enabled for list orders and
• Orders are submitted through the New Order Screen or Quick Trade screens
Please refer our community article here : https://community.iress.com/t5/Help-Guide-Xplan/New-Feature-List-Orders/ta-p/35564
CommPay
De-Couple Global Settings from CommPay Admin License Capability
Currently, when a single Xplan site exists with multiple CommPay sites, the global setting can be changed by any user who has CommPay Back Office capabilities (Admin or Basic).
This issue also extends to a single CommPay site where a licensee may have more than one administrator, however they may only want one of the administrators to have control of Global Settings.
This item has decoupled the Global Settings option in CommPay from the Back Office Admin or Basic capabilities, meaning a new CommPay capability is now available both at the Access Level and individual user level, responsible for controlling this section.
Xplan version required: 21.11.194
XPLAN Fixes
Xtools/Xtools+ |
Xtools Retirement Funding - 15% tax was being withheld from the taxable component of an Account Based Pension when a reboot strategy was being modelled. This has now been rectified and 15% is now only being withheld from the untaxed element of an untaxed super account. |
CALM/Xtools+ - The SMSF accounts were overstated by the amount of property disposal costs and this was causing a suspense unallocated. This has now been rectified. |
CALM/Xtools+ - You can now view the aggregated details for SMSF properties at Display > SMSF > Property > Total. Previously, only SMSF property details screen was shown. You can now view the SMSF property details at Display > Assets > Property > Details. |
CALM/Xtools+ - The amount of Excess Concessional Contribution that is counted towards the non concessional cap was understated as the excess concessional contributions tax offset was being deducted twice. It is now calculated as excess concessional contribution - excess concessional contributions tax released from super. |
Portfolios |
The issue with Model Recommend screen has now been resolved. |
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