New Capstone RoA coming soon – 5 August

The new Capstone RoA including the feature to generate a Hold / No Change Filenote will be going live this Wednesday 5 August.
 

To ensure you and your support staff are familiar with these changes before launch, we encourage you to review the following resources:

• A short introductory video demonstrating the new template and wizard workflow.
• The updated RoA Guideline outlining when an RoA can be used and key requirements for completion.

We will be providing further training on these changes as part of the 19 August Xplan and Technology Webinar.

Xplan and Technology 19 August Webinar - Registration Now Open

Please click the link below to register.

Xplan and Technology Webinar

 

Xplan Access and Login

Access to Xplan is provided on an individual basis. Each user must use their own login credentials and must not share usernames or passwords with others. 

If another person in your business requires access to Xplan, please contact the Capstone Xplan Support Team to request an individual login or to discuss appropriate access arrangements on 03 8622 0777 or xplan@capstonefp.com.au