Xplan
This video walks you through how you can easily integrate Genovo with Xplan, the back office software from Iress. It will also demonstrate how, having set u...
Wed, 7 Apr, 2021 at 10:36 AM
It’s really easy to integrate your Genovo and Xplan accounts. Stage 1 - Setting up and activating the integration for your company How you initially...
Fri, 15 May, 2020 at 10:12 AM
Not all fields in the Genovo Client library are currently integrated. This could be for one of two reasons: 1) There is no corresponding field in Xplan ...
Mon, 17 May, 2021 at 1:20 PM
Below is a summary of the fields that are currently integrated within each Genovo section, showing the equivalent Xplan field mapping as well as any 'tr...
Tue, 3 Dec, 2019 at 9:24 AM
The clients you pull across from Xplan will be stored in the Client Library within Genovo, and can be accessed via the Client Library or Write / View Report...
Thu, 13 Jan, 2022 at 11:39 AM
Having created an integrated client within Genovo, you can refresh / update the data contained in the integrated fields at any time. To refresh an integ...
Tue, 3 Dec, 2019 at 9:26 AM
It is also possible to convert an existing non-integrated client that’s already saved within the Client Library into an integrated client. This has a number...
Tue, 9 Mar, 2021 at 8:50 AM
When building a report for an integrated client, you can pull details of their plans from Xplan into the following review sections: - Review of Your Exi...
Tue, 3 Dec, 2019 at 9:29 AM
Having added a plan for an integrated client within Genovo, you can easily update the data contained in the integrated fields at any time, for example at th...
Tue, 3 Dec, 2019 at 9:29 AM
To convert an existing non-integrated plan into an integrated plan you will, in the first instance, need to ensure that the client to whom the plan belongs ...
Tue, 9 Mar, 2021 at 8:53 AM