- ChangeGPS Knowledge Base and Support Articles
- Core
- Trust Distribution Resolutions
Which client details can be pre-populated in the Trust Distribution Resolution from XPM?
When XPM integration is available - some client details can be auto populated providing the relationships in XPM are configured
In Core > Trust Distributions App use the search field to find and select the Trust Name
This will pre-populate this field:
If a Trustee is added in XPM - the Trustee Name and ACN will be populated
The Directors of the Corporate Trustee are auto-populated from XPM Relationships. In this example Joe and Mary Bean are Directors of Bean Roasters Pty Ltd.
Beneficiaries are pre-populated based on the relationships added for the Trust entity for example: