Client Management - Client Snapshot: Social Security
Social Security Overview
The purpose of this guide is to provide instructions on entering social security information into XPLAN. Details of any Government benefits or income a client or partner may receive from Centrelink can be recorded in XPLAN.
Accessing Social Security
- From the Navigation menu in the client file, select Financial Information > Social Security:
Accessing Social Security Details
From then Social Security screen:
- Click Add
- Enter the relevant social security details:
- Centrelink Relationship Number
- Type of Payment
- Payment Amount (per fortnight)
- Asset and Income Tested
- Have you been in continuous receipt of any benefits from 31 December 2014?
- Do you currently have a social security card
- Social Security Card Type
- Centrelink Notes
- Click Save.
Gifting (Last 5 Years Record)
To add a gifting record:
- From then Social Security screen, click Add under the Gifting (Last 5 Years Record) panel
- Complete the details as required.
- Click Save.
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