ChangeGPS Knowledge Base and Support Articles

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ChangeGPS Knowledge Base and Support Articles

Core

Core

Your next-level accounting practice in a box with over 500 best practice documents and apps

How do Core Lite and Core Pro plans compare?

How do I adjust and customise my reports?

Actions

How do I save a new meeting agenda in the Actions module of Core?

How do I review and update Action Plans post client meetings?

How do I edit or create new meeting types and agenda templates in the Actions App?

How can the Actions App help streamline client meetings and actionable outcomes?

Where do I quickly check the status of Action items?

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Blueprint

How do I connect BGL to create Blueprint structure diagrams from CAS360 client data?

Create a Blueprint structure chart using XPM client details

How do I create a Blueprint structure chart using BGL's CAS 360 client data?

Service Plan

How do I get an overview and analyse Service Plans with Potential?

How do we customise the default Service Plan services and categories to suit our firm?

How do I load and update previously saved Service Plans?

How do I add client data when creating a new Service Plan?

Structure Advice

How do I create or update a Structure Advice?

Trust Distribution Resolutions

Where to find the required clause references in a Trust Deed

Can I use the Trust Distribution Resolution for unit trusts?

Which client details can be pre-populated in the Trust Distribution Resolution from XPM?

New VPP Client Email to recommend a Trust Deed Review

New Beneficiary Payment Instructions download for Trust Distribution Resolution update to align with Section 100A

Why accountants are best placed to prepare Trust Distribution Resolutions

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Dividend Statements

What are the key features of the Dividend Statements module in Core?

FBT

How do I generate a report with the FBT Report + Decs module?

Employees have Recreation/Entertainment over $2,000, however no Reportable Fringe Benefit Amount is calculated

Resources & Templates

On the Tax Returns & Financials Workpapers - what is the purpose of the unlinked items on the Index?

How to use utilise the Individual Tax Return Client Service System & Workpapers

Are we able to remove the copyright footer of the ChangeGPS Core Resources templates?

I get a security risk warning on downloaded Excel Workpapers. How do I unblock these?

How do we use the ChangeGPS workpapers (In conjunction with Xero WP)

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Letters (Merge)

How do we edit and customise an advice report cover letter?

How do I use Letters (Merge)?

How do I Edit or Create Letter Templates to use in Letters (Merge) module?

Can I create custom meta tags and content blocks to use in our Letters (Merge) templates?

What are the letter templates available in Letters (Merge)?

How do I send a bulk email using Letters (Merge)?

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