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Explore the Financial Planning Summary view

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The Financial Planning Summary view details the current status of the work and all information related to the financial planning work for the client account. Documents associated with the account and work are available as well and can be quickly added or edited. The current status of the work can be updated quickly from this view.

  1. Use the breadcrumbs in the Work Area header to track the account being worked on and the current status.
  2. Work Area Summary Header  -  summarises your current work for the account.
  3. Work Area Summary Menu  -  provides a bookmark to quickly access further work panels or windows.
  4. Work Area - your main area of work comprising several panels or windows.
  5. [Edit]  -  use to open the Edit view to make changes. Found in each window at top right.

Work Area Summary Header

  1. Finance Planning Summary  -  key details about the account and the work including the FP business and planner name, type of work and the current status.
  2. [Actions]  -  quick access to Client Opt-in and portal access; create new Contact Logs and DocuSign forms, viewing and sending invoices.Opening the Fact Find or viewing and sending an invoice/receipts.
  3. [Edit] button  -  quickly open the Edit view for the Financial Planning work.

Work Area Summary Menu

  1. Financial Planning Summary Menu -  shortcuts to the relevant area of interest within the work area. Detailed explanation provided in the table and via the links below.
Bookmark Description 
Work Flows
 Workflow panel for tracking and visibility 
Details Account details relevant to the finance planning work
Client Client account details including visibility of the History using the filters, access to shortcuts to edit the account
Activity Logs
 View Contact Logs relevant to the current work
Opportunities Opportunities created as a result of the current work, view, create, edit, delete 
Work Allocations Create and edit any shared work for the clients planning work
Disbursements Add and edit disbursements made to the account.
Insurances Add new insurance and edit existing insurance policies for the client 
Financial Investments Add new financial investments and edit existing investments
Lifestyle Investments Add new lifestyle investments and edit existing investments
Superannuation Add superannuation funds and edit details
Liabilities Add and edit liabilities 
Owned Properties Add and edit owned properties current and past 
Contacts  Lists Contacts linked to the current finance work for the client. Allows tracking of all relevant people involved with the current work
Documents
 Lists attached documents with search and filter options
Notes
Expand or collapse content Work Flows
  1. Current Status and last update and by whom.
  2. Indicates appointments arranged, click to create a new appointment.
  3. [Change Status]  -  click to open a drop down list which depending on work done can be used to advance the work.
Expand or collapse content Details
  1. Details - Summary View  - overview of the current work and status.
  2. Click [Edit]  -  opens to the Edit View Details tab.
Expand or collapse content Client
  1. Client information
  2. History window  -  use the filter buttons to quickly review the clients interaction with the business
  3. Click pen icon [edit] to open the client account view to edit the clients account details.
  4. [Edit]   -  opens the Edit view to quickly edit the client details.
Expand or collapse content Activity Logs
  1. Activity Logs  -  view Contact Logs relevant to and relating to this work.
  2. [Edit]   -  opens the Edit view to quickly edit the client details.
Expand or collapse content Opportunities
  1. Opportunities  -  lists opportunities created as a result of the current work.
  2. [Edit]   -  opens the Edit view to quickly edit the client details.
Expand or collapse content Work Allocations
  1. Work Allocations  -  lists the financial planner and shared work fees
  2. [Edit]   -  opens the Edit view to quickly edit the client details.

Disbursements

  1. Disbursements  - list of disbursements related to the current work.
  2. [Edit]  -  opens the Edit view at the disbursements section.
Expand or collapse content Insurances
  1. Insurances  -  lists the clients insurance products.
  2. [Edit]  -  opens the Edit view to quickly edit the client details.
  3. [Expand]  -  expand the highlighted insurance for more details.
Expand or collapse content Financial Investments
  1. Financial Investments  -  lists the financial investments that the client has.
  2. [Edit]  -  opens the Edit view to quickly edit the client details.
  3. [Expand]  -  expand the highlighted insurance for more details.
Expand or collapse content Lifestyle Investments
  1. Lifestyle Investments  -  lists lifestyle investments that the client has.
  2. [Edit]  -  opens the Edit view to quickly edit the client details.
  3. [Expand]  -  expand the highlighted insurance for more details.
Expand or collapse content Superannuations
  1. Superannuations  -  lists the  super funds that the client has.
  2. [Edit]  -  opens the Edit view to quickly edit the client details.
  3. [Expand]  -  expand the highlighted insurance for more details.
Expand or collapse content Liabilities
  1. Liabilities  - list the liabilities that the client has.
  2. [Edit]  -  opens the Edit view to quickly edit the client details.
  3. [Expand]  -  expand the highlighted insurance for more details.
Expand or collapse content Owned Properties
  1. Owned Properties -  lists the owned properties.
  2. [Edit]  -  opens the Edit view to quickly edit the client details.
  3. [Expand]  -  expand the highlighted insurance for more details.
Expand or collapse content Contacts
  1. Contacts   -  with financial planning work associated with the account there may be third parties who will be involved in the preparation of the work for the client account. The Contacts section allows for their details to be recorded in one place and to be associated with the work.
  2. [Edit]  -  opens the Edit view to quickly edit the client details.
  3. [Expand]  -  expand the highlighted insurance for more details.
Expand or collapse content Documents

All financial planning work documents, related to the current work, will be visible here and are included in this view. Import and add, drag and drop , search and link and attach.

To add documents to the work there are four options:-

  1. [Attach Document(s) from DMS] - to open a new window to browse the DMS.
  2. [Select files] to open a new file browser window to add external documents to to the work of the account. Or...
  3. Drag and drop into the marked box or...
  4. Click on [External Upload Setup - Status: Disabled] - to open the External Upload Setup window. Note that a Red icon indicates the link is disabled. Green icon indicates the link is enabled. See DMS External Upload

To search within the attached documents:-

  1. Search the DMS - enter at least 3 characters and filter using tags to locate your files and attach to the work for the account.
  2. Filter using tags that have been added to the document attached to the work for the account
  3. [Filter by Externally Uploaded Documents] - to search within documents that have been attached by the client.
  4. [Search] and [Clear Search] - to search and clear the search criteria, text and tags.
  5. Sort filtered results by file name or upload date.
Expand or collapse content Notes
  1. Notes  -  notes added to the work. Notes are timestamped for compliance and tracking.
  2. [Edit]  -  opens the Finance Edit view at the Details tab.

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