Expenditure
Expenditure
Plannr allows you to customise your expenditure to help with cashflow modelling. Setting Up Expenditure The Expenditure section can be found by going to the Settings tab. From here, you can either edit the Life Stages or the Expenditure Structure. (https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-10-12-at-1012561wbrwy7.Few readersCompleting a Client's Expenditure
More information on Expenditure can be found here. To view expenditure from a client’s page, go to Personal Details and then Expenditure. Here you can record the client’s expenses for each field. The tabs at the top allow you to switch between different life stages. Joint Clients For joint clients, you have three columns for each field. You can either record thFew readers
Addons
EDI (Automated Provider Remuneration Statements)
Plannr offers EDI (Electronic Data Interface). These are automated Provider remuneration statements, enabling the addon will start the process to automatically send statements to Plannr rather than receiving statements via email or having to download from the Provider site. Please setup your FCA number which can now be saved and stored against your firm on your Plannr site. This is required for EDI and upcoming improvements to our Addons. Verifying your FCA Number (https://support.planSome readersUnipass Certificates
Unipass Certificates in Plannr Unipass certificate To have access to secure information and our contract enquiry add ons like, Royal London, you will need to have a Unipass digital certificate. This pass provides added security for both users and providers who are sending secure information. In order to obtain a Unipass digital certificate, users need to complete a Unipass identity registration form. This would include their own individual information and firm for which they work for.Some readersAddons
The Addons store is the place to find extra features you can add to Plannr. From any page in Plannr, go to Settings then select Addons. From here you will be able to see the Addons available, and you can sort using the Categories on the left. In this example, the Nucleus integration has already beSome readersSeccl Integration
We now have an integration with Seccl! This guide will show you how to set it up. Setting up the Addon Go to the Addon store from the Settings tab. From here, select the Seccl integration. From here, go toFew readersRoyal London Integration
The Add ons store is the place to find extra features you can add to Plannr. From any page in Plannr, go to Settings then select Add ons. From here you will be able to see the Add ons available, you can sort using the Categories on the left. (https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800Few readersFundment Integration
We now have an integration with Fundment! This guide will show you how to set it up. Setting up the Addon Go to the Addon store from the Settings tab. From here, select the Fundment integration. From here, undeFew readers
Case Options
Case Types
In Plannr, you can customise your Case Types. To do this, go to the Settings tab from the left hand menu and select Case Options. From here, select Case Types. Here you can see all your current case types! (https://storage.crisp.chat/users/helFew readersCase Statuses
In Plannr you have the ability to create Case Statuses which appear next to the case name. These statuses can help you organise clients and can be updated at any time. Navigating to Case Statuses Go to the Settings tab from the left hand side menu and select Case Options (https://storage.crisp.chat/users/helpdesk/website/bdf40a6bb04fd800/cleanshot-2023-10-11-aFew readers
Factfind Schemas
Creating a Factfind
Factfind is a feature that allows you to send a client a form for them to fill in. The information they input will be automatically added to the appropriate section on the client’s account. Select Factfind Schemas under the Settings section from the menu on the left. Select Add New to create a new schema. Enter a name for the schema that will be used when choosSome readersFactfind Sections
There are various sections you can select to make up your bespoke Factfind. More information on Factfinds can be found here When you send a factfind request, the client received this notification. Clicking on view brings up the factfind with the selected sections. Below are the input forms your client sees for each section. 1. Basic Details:Few readersSending a Factfind Request
Once you've created a Factfind, it's time to sent it to a client to fill out! More information on creating a Factfind is available here. Go to the relevant client and select Add New From the dropdown list that appears, select Factfind Request This brings up the following modal: Select the Client using the dFew readersEditing a Factfind
After sending a Factfind to a client, you may find the need to edit it after the client has submitted. Go to the Contacts tab from the left hand side menu. Select the client with the factfind you need to change. Click on the Work tab to bring up the following options. Select Factfind Requests. (https://storage.crisp.chat/users/helpdesk/website/bdf40aFew readersJoint Factfinds
Factfinds can be sent to joint clients to collect both clients' information in one! Further information on creating a factfind can be found here. Sending a Joint Factfind As with individual factfinds, sending a joint factfind is simple! From inside your joint client: Select add new. Choose new factfind request.Few readersFinding Factfind Info
Once a client has completed a Factfind they are sent, the information inputted will be applied to their client profile. This guide will detail where to find the information from each section of the Factfind. More information on Factfinds can be found here Overview Select the Contacts option from the left side of any screen in Plannr. Select the desired client and click on their name to bring up their profile. (https://storageFew readers
Mailboxes
Email Integration
In Plannr, you can store and sort your emails from clients easily. To watch a quick video of the integration, click here. Mailboxes Your Mailbox can be found in the Settings area of Plannr, and here you will see all the mailboxes that are currently linked to this site. More inPopularEmail Integration - Setting up your Mailboxes
We now have email integration Version 1. This guide will show you how to set this up. Setting up your Mailboxes Go to the Mailboxes from the Settings tab. From here, select *Add new and choose the appropriate Mailbox type: Clicking this brings up the followingSome readers
Groups
Adding a Group
Groups can be used to categorize individuals in Plannr. To add a group, go to the Settings tab and select Groups. Here you can see all your existing groups. To add a new one, select Add new group from the top right. (https://storagFew readersAdding People to a Group
Adding people to a Group in Plannr is easy! More information on Groups can be found here. From the Individual’s page To add an individual to a Group from their page, go to Actions and select Update Basic Details. From here, click on Service then you can update which Groups the individual is in. Remember toFew readers