intelliflo office - Bitesize™ - How to Add Wraps and Why

Description

Welcome & Introduction to your Training session.
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You should have read the Objectives and expected outcomes for our Public IO Online Bitesize ™ Training, but if you missed it, copy and paste the url below into a new browser tab to view:-

https://informedtraining.co.uk/intelligent-office-io-live-interactive-remote-training/

Please look out for your Certificate of attendance which goes out automatically from GoToTraining after the event. Please do not forget to claim your Structured CPD on all IO Training attended in the normal way..

Set Agenda to Include: -

-Set Agenda will cover: -

- What is the definition of a Wrap in Intelligent Office?
- Why should we need to add a ‘Wrap Plan’?
- How to add a ‘Wrap Plan’
- What is the definition of a ‘Sub Plan’ in Intelligent Office? 
- How to add a ‘Sub Plan’
- Viewing ‘Wraps’ and ‘Sub Plans’
- Amending existing Plans 
- Unlinking ‘Sub Plans’
- How to record the transfer of money correctly in IO
- How to avoid double counting pulling through to Valuation Reports
- Good practices
- Hints and tips along the way 
- Questions and Answers
- Feedback & Claiming your Structured CPD
- Thank you for attending & Close

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Please note, the view that you may see during training may differ to your own, depending on customisation


Date and Time
No. Start Date End Date
1 Thu, Mar 11, 2021 4:00 PM GMT Thu, Mar 11, 2021 5:00 PM GMT

Price: £25.00Training Ended