# Our features A stand alone collaborative financial planning tool designed for you and your team to work collaboratively and give your clients great advice. ## Advice document generator #### Create advice documents with the click of a button. With all your advice documents in MOAS, track client goals and growth year on year. * **Collaborative editing:** Work with you whole team on the same document at the same time. * **Controlled templates**: Control what goes into your documents with templated advice. * **Libraries:** Create and link supporting information to your advice templates. When a template is created, so is a library. * **End-to-end process:** Get your practice online, track the client journey from first meeting to retirement. * **Business wide reporting:** Keep on top of your workload and keep your team on track with business wide advice metrics. * **Stand alone tool:** Everything you need to create great, compliant advice all in one place. *** ## Complex scenario modelling #### Model complex scenarios in minutes to demonstrate the value of your advice to your clients. * **Scenario tracking:** Take a snapshot of your client's position and create as many scenarios as you want. * **Comparison view:** Easily compare different scenarios and outcomes to find the best path. * **Lightning fast:** Put together complex comparisons in under 2 minutes. Seriously, we're not kidding. * **Model suite:** Insurance, retirement or long term progress, our list of models will cater to all your clients' needs. *** ## CRM #### Manage your clients' data all in one place. * **Data mangement:** Manage your clients' contact, employment, family and address details. * **Teams:** Create your own teams and assign any number to your client groups. Know who is working on which client group at any time. * **Tags:** Segement your client groups by adding customisable tags. #FIRE * **Financial data:** Store and track your client's financial position over time. * **Advanced search:** Produce lists to easily find the client groups you are looking for. * **Notes:** Keep your team up to date with what's been happening with your clients. *** ## Workflows #### Manage your client work from start to finish. From client requests to advice production, always stay on top of your workload. * **Tasks:** Keep on top of your everyday client work. * **Projects:** Track your ongoing and upcoming work to hit reach your goals. * **Opportunities:** Identify and track potential advice opportunities from your existing client base and leads. * **Business-wide reporting:** Holistic views of your organisation, where the pain points are, and what you have upcoming for the rest of the year and beyond. * **Templating:** Set up templates for tasks, projects and opportunities you do all the time. Easily update these on the fly. * **Tags & Teams:** Use customisable tags to segment your work. Add any number of teams to tasks, projects, and opportunities to manage the workload. *** ## Advice fee calculator #### Easily determine what resources were used to produce advice and how much they cost. * **Calculate advice fees:** Whether you're billing clients or entities - easily calculate how much your time is worth. * **Include in your advice:** Seamlessly include advice agreements in your documents. * **Templated:** Set up services to be automatically included in your advice agreements. * **Business-wide reporting:** Easily see where your revenue is coming from. *** # Getting Started Logging in and your first time in MOAS. ## Logging in Logging into MOAS is simple. Once your organisation has created you a user account you will receive an email to verify your account and set a password. Next time you go to the login screen you will be required to put in you email and password - followed by a one-time code sent to your login email address. This will be required each time you log in. {% hint style="info" %} If you didn't receive an email in your inbox - check your spam folder. {% endhint %} ## Creating a group Creating a group in MOAS is easy - On the searchbar on the home page you can click the plus button to add a group.

An example of adding a new group

{% hint style="info" %} Every new MOAS login is set up with a test group **Smith Test Group**. You can get to it by typing into the searchbar on the home page or navigation bar. {% endhint %} Once you have a group you can add all their details via the [Group page](/group-page/details) or get straight into the [advice generating process](/advice/advice-process). ## Updating your details Users can update personal, employment and password details by navigating to the settings page. The link to the settings page is found in the main menu. ## Resetting your password Passwords can be reset by either selecting “forgot password” on the login screen or by navigating to the Settings → Security. One the forgot password or change password link is selected, you will receive an email inviting you to reset your password. ## Setting a Profile Picture Users can set a profile picture by navigating to the settings menu and selecting the “Personal Details” sub tab. At the top of the “Personal Details” card you will see a prompt to upload a profile picture (see below). {% hint style="info" %} Images must be 150px x 150px and can be either PNG or JPG. {% endhint %} # Details Group details tab. ## Group Status Group status can be found in the top left corner of the group menu. There are three different status a group can have: 1. **Active -** These groups are active client groups, they will show up in review lists 2. **Prospect** - These are client groups in the process of being converted to **Active**. 3. **Lead -** Lead groups are for new client groups that are not receiving advice yet. {% hint style="info" %} MOAS charges per group per month. Lead groups are cheaper, Archived groups are free. {% endhint %} Group status can be changed by clicking the status in the top left corner of the group menu or from the settings tab. ### Archived Groups can be archived by navigating to the [Settings](/group-page/settings) page. Archiving a group will keep the status and disabled the application for the group. {% hint style="info" %} When a group status is changed, a date is saved and can be found by hovering over the question mark at the top of the group menu. {% endhint %} ## Tabs The details page is broken up into further sub tabs. By default the contact page is selected. [Contact](/group-page/details/contact) [Details](/group-page/details/details) [Employment & ID](/group-page/details/employment-and-id) [Notes](/group-page/details/notes) # Contact Details -> Contact tab to record group details, teams, contact details and address'. ## Group details Group details are displayed Details -> Contact at the top of the tab. You can edit the group details here by pressing the cog. ### Tags Tags can be added by selecting the plus symbol in the group details card and removed by hovering over the tag and clicking the cross. Tags can be used to identify collections of groups and used in advanced search. ## Teams In the Details → Contact tab there is the Teams card. Teams can be added by clicking 'Add Team' and removed by clicking the cog and selecting 'Remove team from group'. Multiple teams can be assigned to a group. Having groups assigned to teams allows them to more accurately appear in advice and task lists. To view more information about how to add or edit teams [click here](/admin/teams). ## Contact details Contact details for each client in the group are displayed on the Details -> Contact tab. You can edit a clients contact details by clicking the cog in the top right of the card. Each client within a group has their own contact details. ## Address Address is different from the other group information as you can add multiple addresses. > Addresses are related to individual clients and are found in the Details → Contact at the bottom of the tab. {% hint style="info" %} On each address card you will find an add button and address details. To edit an address, click the cog and to add notes select the add note button. {% endhint %} # Details Details -> Details tab to record individual client detail, children and interest. ## Client Details for each client in the group are displayed on the Details -> Details. You can edit a clients details by clicking the cog in the top right of the card. Each client within a group has their own details. {% hint style="warning" %} Client status is used to identify which clients in a group are activly engaging with your organisation. If for some reason you need a client within a group to be omitted from an advice document then set their status to **Archived**. {% endhint %} ## Children Children can be recorded on the Details -> Details tab. You can add multiple children to a group. {% hint style="info" %} On each child card you will find an add button and child details. To edit child details, click the cog and to add notes select the add note button. {% endhint %} ## Interest Interest is used to record what areas of financial advice a client may be interested in discussing or receiving. To edit which types click on each one to select/deselect it. # Employment & ID Details -> Employment & ID tab to record individual client identification and employment information. ## Identification Identification details can be found in Details -> Employment & ID at the top of the tab. You can edit the identificaiton card for each client by clicking the cog. ## Employment You can add multiple employment details for each client. An example of how they are related below: > Employment is related to individual clients and are found in the Details → Employment & ID at the bottom of the tab. {% hint style="info" %} On each employment card you will find an add button and employment details. To edit an employment, click the cog and to add notes select the add note button. {% endhint %} # Notes Details -> Notes to record notes for groups and clients. Notes can be recorded for the group as a whole or an individual client within that group. They sit on the group page under the Details tab. They are used to record any information necessary related to the group and date-time stamps with who updated the note. {% hint style="info" %} On each note card you will find an add button and note details. To edit a note, click the cog. {% endhint %} # Financial Data Financial Data tab displays all financial information. The financial data tab on the group page is an overview of all assets, liabilities, entities, income, insurance, salary packaging and estate planning recorded for this group To see more information about each tab click the link below: [Assets & Liabilities](/group-page/financial-data/assets-and-liabilities) [Entities](/group-page/financial-data/entities) [Income](/group-page/financial-data/income) [Insurance](/group-page/financial-data/insurance) [Salary packaging](/group-page/financial-data/salary-packaging) [Estate planning](/group-page/financial-data/estate-planning) # Assets & Liabilities Financial Data -> Assets & Liabilities for all asset and liability detail. Found on the Financial data tab, Assets & Liabilities contains summary and detailed information of all clients in a group’s assets and liabilities. This is categorised into the following: * Annuity * Cash * Collectibles * Loans * Offset * Property * Shares * Superannuation * Other asset * Other liability {% hint style="info" %} Assets and liabilities are by default shown in a list view as pictured above. To view more detail, edit, delete add notes etc. Click the asset or liability. {% endhint %} #### History All assets and liabilities have “History” - where historical values and dates can be added per item. This can be found at the bottom of the asset or liability card (pictured below). {% hint style="info" %} History can be added, edited or deleted here. To expand and minimise, select the arrow on the far right. {% endhint %} #### Asset Allocation For all assets, asset allocation can be added. Asset allocation is a percent and can be split into the following categories: * Cash * Fixed Interest * International Shares * Australian Shares * Property Direct * Property General * Emerging Markets * Other * Average Annual Rate of Return {% hint style="info" %} Only one asset allocation can be created per asset. This can be deleted at any time. Asset allocation is used for numerous model calculations. {% endhint %} #### Notes All assets and liabilities have a notes functionality - where relevant notes can be added. When adding a note, the time and user name are saved by default. # Entities Financial Data -> Entities tab for all entity detail. Entities can be found in the Entities sub tab. On load, there will be a summarised list view of all entities belonging to a group. On this page, you can add entities and view exisiting entities in detail by selecting them from the list. {% hint style="info" %} In the detailed view, you can edit, delete, add notes or relate assets and liabilities to the entity. {% endhint %} # Income Financial Data -> Income tab for year on year income detail. Income information for each client can be found in the Income sub tab. On load, there will be a summarised list view of all income years per client that you have information for. On this page, you can add income per year and view exisiting years in detail by selecting them from the list. {% hint style="info" %} In the detailed view, you can edit, delete, add notes to that income year. {% endhint %} # Insurance Financial Data -> Insurance tab for all insurance detail. Insurance information for each client can be found in the insurance sub tab. On load, there will be a summarised list view of all insurance per client that you have information for. On this page, you can add insurance policies and view exisiting ones in detail by selecting them from the list. {% hint style="info" %} In the detailed view, you can edit, delete, add notes to that insurance. {% endhint %} # Salary packaging Financial Data -> Salary packaging tab for all salary packaging detail. Salary packaging information for each client can be found in the salary packaging sub tab. On load, there will be a summarised list view of all salary packaging per client that you have information for. On this page, you can add salary packaging and view exisiting ones in detail by selecting them from the list. {% hint style="info" %} In the detailed view, you can edit, delete, add notes to that salary packaging. {% endhint %} # Estate planning Financial Data -> Estate planning tab for all estate planning detail. Estate planning information for each client can be found in the estate planning sub tab. On load, you will see the estate planning information for each client. {% hint style="info" %} You can edit and add notes to each estate planning by clicking the cog and plus buttons. {% endhint %} # Property & Finance Property & Finance tab displays property and loans for this group. The property & finance tab on the group page is an overview of all the property and loans recorded for this group. To see more information about each tab click the link below: [Property](/group-page/property-and-finance/property) [Loans](/group-page/property-and-finance/loans) [Data verification](/group-page/property-and-finance/data-verification) # Property Property & Finance -> Property tab for all property detail. Properties can be found in the property sub tab. On load, there will be a summarised list view of all properties belonging to a group. On this page, you can add properties and view exisiting ones in detail by selecting them from the list. {% hint style="info" %} In the detailed view, you can edit, delete, add notes, add history or view the asset allocation. You will also see any secured or related loans for this property displayed below. To learn more about secured or related loans [click here](/group-page/property-and-finance/loans). {% endhint %} # Loans Property & Finance -> Loans tab for all loan detail. Loans can be found in the loans sub tab. On load, there will be a summarised list view of all loans belonging to a group. On this page, you can add loans and view exisiting ones in detail by selecting them from the list. {% hint style="info" %} In the detailed view, you can edit, delete, add notes or add history. {% endhint %} ### Secured By The secured by field is a dropdown of each property and vehicle recoded for this group. Use this field to select the property or vehicle the loan is secured by. By selecting the property that this loan is secured by the loan will then appear underneath the property detail in the [property ](/group-page/property-and-finance/property)tab. ### Related Asset The related asset field is a dropdown of each property recoded for this group. Use this field to select which property the loan is related to (usually the loan used to purchase the property). Once selected the loan will then appear underneath the property detail in the [property ](/group-page/property-and-finance/property)tab. ### Offset The offset field is a dropdown of each offest account recorded for this group. Use this field to select which offset account is linked to this loan. Once selected the offset details will show below the loan details. You can edit the offset directly here or on the[ assets and liabilities](/group-page/financial-data/assets-and-liabilities) tab. # Data verification Property & Finance -> Data Verification Data Verification can be used for a more streamlined way of recording group detail and financial data. # Advice Advice tab displays all advice, modelling, goals and historical advice for this group. The advice tab on the group page is an overview of all the current, ongoing and past advice provided to this group. To see more information about each tab click the link below: [Advice](/group-page/advice/advice) [Goals](/group-page/advice/goals) [Historical](/group-page/advice/historical) # Advice Advice -> Advice tab to view advice completed in MOAS for the group. Advice information for the group can be found in the Advice overview tab. On load, there will be a summarised list view of all the advice that you have created for the group. On this page, you can start a new advice and view exisiting ongoing and historical advice provided in MOAS. {% hint style="info" %} The advice module is where you can create models and documents - see [advice process](/advice/advice-process) for more detailed information. {% endhint %} # Goals Advice -> Goals tab to record goals for the group. Goal information for the group can be found in the Goal sub tab. On this page, you can add and view exisiting goals. These goals are used for providing advice and can appear in advice documents. # Historical Advice -> Historical tab to record historical advice totals for the group. Historical advice is used as a way to capture a groups previous financial position before using MOAS. You can input the information for any years historically and these will be included in some modelling. The totals avaiable are: * Home property total * Investment property total * Superannuation asset total (all assets owned by a self managed superfund’s value) * Investment asset total (all remaining assets) * Home loan total * Superannuation loan total (all loans owned by a self managed superfund’s value) * Investment loan total (all remaining loans - including investment property) {% hint style="info" %} When completing advice in MOAS these totals will be saved automatically. Historical advice totals that were automatically generated cannot be deleted. More information about how these totals are used can be found [here](/modelling/calculations). {% endhint %} # Tasks Tasks tab displays all projects, opportunities and tasks for this group. The tasks tab on the group page is an overview of all the current, ongoing and past work done with this group. To see more information about how each task type works click on the link below: [Projects](/tasks/projects) [Opportunities](/tasks/opportunities) [Tasks](/tasks/tasks) # Fees Fees tab displays all fees and advice agreements. The fees tab on the group page is an overview of all the fees and advice agreements provided to this group. To see more information about each tab click the link below: [Advice agreement](/group-page/fees/advice-agreement) [Fees](/group-page/fees/fees) # Fees Fees -> Fees tab to record one off or ongoing fees for the group. Fee information for the group can be found in the Fees sub tab. On load, there will be a summarised list view of all the fees that you have information for. On this page, you can add one-off and ongoing fees and view exisiting fees in detail by selecting them from the list. {% hint style="info" %} In the detailed view, you can edit, delete, add notes to that fee. {% endhint %} # Advice agreement Fees -> Advice Agreement tab for all advice agreements. Advice agreement information for the group can be found in the Advice agreement sub tab. On load, there will be a summarised list view of all the advice agreements that you have created for the group. On this page, you can add a new advice agreement one-off not related to any advice and view exisiting agreements in detail by selecting them from the list. {% hint style="info" %} In the detailed view, you can edit and delete the advice agreement. To learn more about the advice agreement calculator [click here](/advice/advice-process/advice-agreement). {% endhint %} # Settings Settings is used to perform admin tasks on the group. ## Group Status Group status can be found in the top left corner of the group menu. There are three different status a group can have: 1. **Active -** These groups are active client groups, they will show up in review lists 2. **Prospect** - These are client groups in the process of being converted to **Active**. 3. **Lead -** Lead groups are for new client groups that are not receiving advice yet. {% hint style="info" %} MOAS charges per group per month. Lead groups are cheaper, Archived groups are free. {% endhint %} Group status can be changed by clicking the status in the top left corner of the group menu. ## Archive Group You can archive a group by toggling the "Archive Group" toggle. This will disable the group page and is intented to be used for groups that are no longer engaging with your organisaiton. {% hint style="warning" %} Archiving a group will omit that group from showing up in any advice lists. This is so you do not get a warning for upcoming advice for a archived gorup. You can still view archived groups via the searchbar or in advanced search. {% endhint %} ## Group view By default, when the group page is loaded the “Group View” is selected. Group view applies to the entire group page and lets you see the grouped client’s information. If you need to view only one client in the group, click the toggle in the group menu. ## Add a client To add a client to the group, click the "Add Client". A pop-over will appear allowing you to input the new clients name. Once you confirm the client name and click "Add Client" you will see them listed on the group page. ## Split a group To move a single client to a new group, click the “Split Group” button located near the bottom of the group menu. A pop-over will appear allowing you to select the client that you want to move with a warning which you will need to confirm. Splitting a group will create a new group with the client you select. {% hint style="danger" %} Any entities, advice documents, models, projects, tasks, opportunities and service requests will remain in the original group. Any joint-owned assets will remain in the original group and will no longer be connected to the client you move. If you need an asset to continue to be in both groups, you will need to add it to the new group once it is created. Once you do this it **cannot** be undone. {% endhint %} ## Delete client To delete a single client from a group, click the "Delete Client" button located near the bottom of the group menu. A pop-over will appear allowing you to select the client that you want to delete with a warning which you will need to confirm. {% hint style="danger" %} If a client is deleted from a group, all of their notes and other details will be deleted too. This **cannot** be undone. {% endhint %} ## Delete group To delete a group, click the "Delete Group" button located at the bottom of the group menu. A pop-over will appear with a warning which you will need to confirm. {% hint style="danger" %} If a group is deleted, all clients and their data are deleted too. This **cannot** be undone. {% endhint %} # Dashboard View all upcoming, ongoing and completed advice filtered by type, team and timeframe. All advice in MOAS can be tracked via the advice dashboard. The graph displays how advice is spread throughout the year ### In progress advice The in progress card is all the current active advice that hasn't been completed. You can filter by Not actioned, In progress or completed for the specified timeframe. The not actioned will display all groups that have a review month that has passed and no in progress or completed advice in MOAS. ### Active groups without a start date A start date can be set for each group in MOAS to show when that client engaged started receiving advice. This is then used to help notifiy when they have advice upcoming. Any group that doesn't have a start date set will be displayed here. You can click on the group to go to their group page and set their start date. # Advice process Step by step process to complete advice for a group. ## About the advice process The advice process is broken up into 6 steps to guide you through giving great advice. To get started all you need is a group and a document template. New organisations have 3 default templates to get you started. These can be updated at any time by you MOAS administrators. To learn more about templates [click here](/documents/templates). ### Creating advice New advice can be started on the group page under the advice tab. Once you have started you will see the dashboard which outlines your progress and which step you are up to. Each step is explained below: ### Data verification For more detail on data verification [click here](/advice/advice-process/data-verification). ### Modelling For more detail on modelling [click here](/modelling/modelling). ### Advice agreement For more detail on advice agreements [click here](/advice/advice-process/advice-agreement). ### Document For more detail on builing the document [click here](/documents/documents). ### Confirmation For more detail on the confirmation step [click here](/advice/advice-process/confirmation). # Data verification Data verificaiton step of the advice process Details coming soon.. # Advice agreement Advcie fee calculator that can be viewed in the advice module or on the group page. ### Status Advice agreements can have four different status types: * **Active -** Currently active advice agreements * **Incomplete** - Incomplete agreements in the process of being converted to **Active**. * **Cancelled -** Cancelled agreements. * **Expired** - Previously active expired agreements based on the agreement end date. ### Service types & Services Details coming soon.. ### Payee Details coming soon.. # Confirmation Confirmation step of the advice process to complete and finalise outstanding work. ### Advice agrements Any related advice agreements for this advice will be listed. If you hadn't done this in the advice agreement step you can complete your advice agreement here. This will set the status of the agreement to **Active**. You can read more about advice agreements [here](/advice/advice-process/advice-agreement). ### Documents You can complete and download your documents in this step. Completing a document will: * Date and time stamp when the document was completed * Save who completed the document Once a document is completed the **Draft** banner will no longer appear on the document download. {% hint style="info" %} If you need to make a change to a completed document you can ask your MOAS administrators to uncomplete it for you. {% endhint %} ### Completing advice To finalise your advice all you need to do is select either **Complete** or **Cancel** in this step. **Completing** the advice will: * Complete all documents * Complete all advice agreements * Complete the advice * Save historical values of assets and liabilities at this point in time **Cancelling** your advice is to indicate the client did not proceed with engaging financial planning services with your organisation. This will remove the outstanding advice from any lists, add a cancellation date and close the advice. You can still see cancelled advice listed on the group page. {% hint style="info" %} If you are no longer going to be engaging with this group it is also recommended to archive that group so it won't show up in advice lists in the future. You can always un-archive a group if needed. {% endhint %} # Modelling ## Goals Goals in MOAS consist of a title and a description and are used to track the goals the group has in relation to the advice they are receiving. Any number of group goals can be created and can be related to any model. Goals can be added in the Advice Module (in the modelling step) and on the group page (found in the advice tab). {% hint style="info" %} Goals are designed to add context to models and ensure all advice given to a client group is goal focused. {% endhint %} ## Scenarios Scenarios consist of dummy client data that can be manipulated for modelling purposes. Any number of scenarios can be created and can either be created as a blank scenario or populated with real client data. Scenarios are required to begin modelling. Create scenarios in the Scenario tab found in Advice Module → Modelling before moving on to the Models step. {% hint style="warning" %} Scenario data is NOT real client data. Any scenario data created will NOT appear on the group page. {% endhint %} For more detailed scenario information, click the scenario page below: [Scenarios](/modelling/scenarios) ## Models Models use a combination of scenario data and real client data. Some graphs will only use client data, some will only use scenario data. For a detailed explanation of each model in MOAS see [Models](/modelling/modelling/models) ## Calculations There are a number of calculations used in MOAS for advice models and to display data. For more information on calculations see [Calculations](/modelling/calculations) # Models ## Client data based models ### Asset allocation Asset allocation pie chart uses the asset totals of assets that have an asset allocation. Asset allocation chart takes the value of all assets that have an asset allocation attached and the asset allocation percentages. Asset allocation can be found at the bottom of each asset, either in Verify Data or the Assets tab in Financial Data on the group page. ### Asset and debt composition Asset and debt composition is a pie graph that uses previous advice totals. ### Asset growth Asset growth model uses previous advice totals to track asset values over time. The model requires a target and an end date, which can be added in the “Model data” section. Start date is automatically the year the first Advice to the group was given in MOAS. ### Gross and net income Gross and net income uses year on year client income data, specifically Taxable Income and Tax Paid. Income data can be added, edited or deleted in either Verify Data within the Advice Module or on the group page under Financial Data → Income. ### Investment and property debt Investment and property debt uses previous advice totals to track liabilities over time. The start date is the earliest Advice entry in the system and the end date is the current year. ### Long term progress Long term progress uses previous advice totals to calculate net total wealth and net investment wealth. Net total wealth is calculated for each advice year as follows: ```tsx netTotalWealth: advice.InvestmentPropertyTotal + advice.InvestmentAssetTotal + advice.SuperannuationAssetTotal + advice.HomePropertyTotal - (advice.HomeLoanTotal + advice.InvestmentLoanTotal + advice.SuperannuationLoanTotal) ``` Net investment wealth is calculated for each advice year as follows: ```tsx netInvestmentWealth: advice.InvestmentAssetTotal + advice.InvestmentPropertyTotal + advice.SuperannuationAssetTotal - (advice.InvestmentLoanTotal + advice.SuperannuationLoanTotal) ``` **Start date is the earliest advice entry in the system. Target and end date can be added under the “Model data” section.** ## Scenario based models ### Annuity and pension comparison ### Income splitting ### Income tax ### Insurance TPD ### Insurance death ### Insurance income protection ### Insurance trauma ### Loan repayment ### Negative gearing ### Property cashflow ### Property value ### Retirement drawdown ### Retirement planning ### Salary packaging ### Salary sacrificing ### Superannuation contribution splitting ### Superannuation insurance ### Trust planning # Scenarios ## Creating a Scenario To begin, unless the scenario has been populated with client data, the scenario will look like the image below: By default the Scenario name will be “Scenario #”. To edit this, change the name in the input found adjacent to the duplicate and delete buttons. Scenarios can be duplicated by selecting the duplicate button. All scenario data will be duplicated into a new scenario. ## Clients Scenario clients can be either clients or entities. Any number of scenario clients can be added. Below is an example of a scenario client and a scenario entity. ## Children Below is an example of scenario children, any number can be added to a scenario: ## Insurance Scenario insurance can be one of the following types: * Death * Income protection * Total and permanent disability * Trauma The inputs for each type are the same. An example of this is below: ## Assets Scenario asset can be one of the following types: * Annuity * Cash * Collectible * Offset * Other asset * Property * Shares * Superannuation * Vehicle The inputs for each type are different. An example of a property asset can be found below: ## Liabilities Scenario liabilities can be one of the following types: * Loan * Other liability The inputs for each type are the same. An example of this is below: # Calculations ## Advice totals Every time Advice is completed in MOAS, a number of advice totals are saved alongside the advice. These totals include: * Home property total * Investment property total * Superannuation asset total (all assets owned by a self managed superfund’s value) * Investment asset total (all remaining assets) * Home loan total * Superannuation loan total (all loans owned by a self managed superfund’s value) * Investment loan total (all remaining loans - including investment property) These totals are used for a number of different model calculations. {% hint style="warning" %} Historical advice can be added in MOAS to capture these totals for years a client group has not received advice within MOAS. To add these totals, go to Group → Advice → Historical. {% endhint %} ## Net total wealth Net total wealth is calculated by adding **Home property total, Investment property total, Superannuation asset total** and **Investment asset total** and subtracting this sum by the sum of **Home loan total,** **Superannuation loan total** and **Investment loan total.** This value is used in the [Models](/modelling/modelling/models#long-term-progress)model, but can also be used as a [Mention](/documents/page-content/mention)in the document builder. ## Net investment wealth Net investment wealth is the total sum of investment assets. This is calculated by adding **Investment property total, Superannuation asset total** and **Investment asset total** and subtracting this sum by the sum of **Superannuation loan total** and **Investment loan total.** This value is used in the [Models](/modelling/modelling/models#long-term-progress)model. ## Target For models that span over a set number of years a target needs to be set. The target can be found next to the end date input in the model data section.

Setting the model target

### Initial target value The starting value will be the total asset value of the earliest advice year recorded in MOAS. If there is no total asset value for previous years, it will be 0. ### Target increase To calculate the target increase year on year MOAS subtracts the initial target value by the final target value and divides this by the number of years in the graph (This is determined by the model end date field or if none is set this will default to 30 years). As the calculation cycles through the model years, the increase is added to the initial target value to created a linear target. # Themes Themes are used to set consistent styling across all templates and documents. **Themes can be found by clicking the Document templater icon in the side menu. Here you will find all templates, themes and libraries.** ## Creating a theme To create a new theme navigate to the **Document templater** option in the side menu and click **Create theme**. You will be directed to the new theme you have created. {% hint style="info" %} When you sign up to MOAS for the first time a default theme will be created for you - feel free to use this or change to suit your organisations style. {% endhint %} ## Editing a theme Selecting a theme from the list of templates, themes and libraries will take you to the theme editor. Here, you will find a number of styling options to customise your theme. See below for customisable options. ### Headers There are 6 header options and one paragraph option per theme. You can edit the font family, font size, font weight, colour, line height, line spacing and alignment for each of the header options. This is done by selecting a header item and using the toolbar found at the top of the document to customise the selected header.

Example of editing a header.

### Page numbers Page number background colour, font size and font colour can be edited in the theme editor. These page numbers will display on every page in the document with the "include page number" checkbox selected (this will be selected by default). ### Colours Theme colours can be edited, deleted and added. Theme colours are a way to access the same colours quickly and will appear in the colour selector. ### Images The following images can be added to a theme: * Logo symbol - this is used for the page footer. * Logo - this is your full logo that can be added to any page in a document by selected the "add image" button in the add content dropdown. * Background - like the logo, this can be added to any document. It will take up the full page height. ## Duplicate theme Themes can be duplicated by selecting the "duplicate theme" button in the top right corner. Once selected, you will be re-directed to the new duplicated theme. ## Deleting a theme To Delete a theme navigate to the one you want to delete. Up the top right of the screen you will see the delete button. This will remove the theme from your organisation. {% hint style="danger" %} Once you delete a theme it cannot be recovered. {% endhint %} # Templates Templates in MOAS are designed to help you create consistent advice documents. ## Creating a template To create a new template navigate to the **Document templater** option in the side menu and click **Create template**. You will be asked if you would like to create a library or a document. * Document - documents are stand alone advice documents that are unique to the type of advice/client receiving advice. * Library - libraries can be linked to documents and are created by default when advice is created. These are designed to hold all general supporting information. Once you make your selection a **New template** item will appear in the list. Click on this item and you are ready to edit.

Adding a new template

## Editing a template You can customise your document anyway you like. The templates you create will be used to produce documents for your groups in MOAS again and again to ensure consistency. Template titles can be edited by clicking on the title in the top left corner. ### File options The file button underneath the document name will open a list of options. These include the following: * **Type** - toggle between document and library * **Page** **Orientation** - toggle document orientation between portrait and landscape * **Duplicate** - This will make an exact copy of the template and will be available in your list of templates. * **Publish** - Every template has a "publish" option. By default this will be turned off. Publish makes the template available for document creation. When published, the publish date will appear next to the publish button. * **Theme** - select which theme you would like applied to the template * **Delete** - delete the template. This will permanently delete the template, you will not be able to recover it. * **Library** - link a library to the template

File menu options.

### Page options Here you can toggle page number and footers. ### Insert options You can add multiple types of content per page in the document. See [Page Content](/documents/page-content) for more detail. ### Sections At the bottom of the side menu you will see the document sections and pages listed out. Sections can hold any number of pages and have the following options available: * **Add -** add a new section by clicking the plus button in the top right corner. This will add a page by default. Sections must have at least one page. * **Edit** - to edit the section name click on the section title * **Delete** - this deletes the entire section **including** all pages within and section * **Lock** - locking the section will make the section and all pages within "locked", this means the section and the pages within cannot be deleted, the section title and the page titles cannot be edited in documents created from the template. * **Duplicate** - duplicate the section and all the pages within. * **Add page** - add a page within a section by clicking the plus button across from the "pages" header within the section. #### Navigating Clicking on a section title will scroll to the first page in the section. Clicking on a page will scroll to the page. #### Re-ordering Sections and pages within sections can be re-ordered. Drag the re order icon on the left of the section/page name and drag to its new position. # Documents Documents in MOAS are created as part of the advice tool. ## Creating a document To create a document, click the "New document" button in the top right corner. This will show you a dropdown of all available templates. Documents cannot be created without a template.

Creating a document

## Editing a document Document titles can be edited by clicking on the title in the top left corner. ### File options The file button underneath the document name will open a list of options. These include the following: * **Create template** - create a template based on the current document * **Theme** - select which theme you would like applied to the template * **Download** - download a PDF version of the document * **Delete** - delete the template. This will permanently delete the template, you will not be able to recover it. {% hint style="danger" %} If a document has not been completed, the document download will have "Draft" on every page. {% endhint %} ### Advice options The advice button underneath the document name will open a list of options. These include the following: * **Advice type** - choose between Review, Statement of Advice and Other. * **Advice date** - this is the date the advice is prepared. It can be used as a [Mention](/documents/page-content/mention) in the document. * **Primary adviser** - used to link a primary adviser to the document. Primary adviser can be used as a [Mention](/documents/page-content/mention) in the document. ### Page options Here you can toggle page number and footers. ### Insert options You can add multiple types of content per page in the document. See [Page Content](/documents/page-content) for more detail. ### Sections At the bottom of the side menu you will see the document sections and pages listed out. Sections can hold any number of pages and have the following options available: * **Add -** add a new section by clicking the plus button in the top right corner. This will add a page by default. Sections must have at least one page. * **Edit** - to edit the section name click on the section title * **Delete** - this deletes the entire section **including** all pages within and section * **Add page** - add a page within a section by clicking the plus button across from the "pages" header within the section. Sections can be locked within templates. If you see a locked icon next to a section or a page, this means it must be included in the document and cannot be deleted or the titles cannot be edited. #### Navigating Clicking on a section title will scroll to the first page in the section. Clicking on a page will scroll to the page. #### Re-ordering Sections and pages within sections can be re-ordered. Drag the re order icon on the left of the section/page name and drag to its new position. ## Complete a document To complete a document, navigate to the "Confirmation" step. Here you will see a list of documents created in the advice, to complete the document click the "Complete" button. {% hint style="warning" %} Documents can only be uncompleted by MOAS admins. {% endhint %} # Page Content Page content is all the content that can be added to a page. This includes text content or a number of data driven components, such as models and cashflow. ## Adding content Content adding can be found using the Insert button found under the document name . ## Locked content Content can be locked in template, this means the content cannot be edited, deleted, re-sized or duplicated. ## Warnings When a content needs attention it will show a warning icon in both the sidebar and on the content itself. You may need to add in some graphs or client assets in these areas. ## Text Text content will add a textbox to the page which you can then type freely within. The text can be styled using the toolbar at the top of the screen. See [Styling text](/documents/page-content/styling-text)for more information on text styling. The rich text editor has a “mentions” feature where you can insert client and adviser data from MOAS into the document without having to type it in manually. When using these in a template it will mean when it is time to create a document that data will pre-fill off the system. See [Mention](/documents/page-content/mention) or more information on mentions. ## Models Models can be added to documents by clicking on the model icon. Clicking this icon will bring up a list of all models in MOAS.

Example of adding a model in a template

### Model options Scenario based models will have the option to display the Comparison or the Scenario. This can be found in the menu on the right hand side under "Selected Content". See [Models](/modelling/modelling/models#scenario-based-models) for a list of available models. ### Assigning models In the document editor, a model can be assigned to the placeholder by selecting the image icon. Scenarios can also be switched by clicking the "Change scenario" button (pictured below).

Example of switching between scenarios in document editor.

## Assets Assets can be added by clicking the assets icon found in the "Add content" section of the right hand menu. See below for all asset options: * Annuity * Cash * Collectible * Offset * Other Asset * Property * Shares * Superannuation * Vehicle ### Grouped By default all asset components will appear as "grouped". This view shows all assets in a list format. This can be resized to fit in one column or span across two columns. ### Individual Individual asset components will span two columns. You will need to select which asset to display. ## Liabilities Liabilities work the same as assets but are only available in the grouped view. The liabilities options are Loans and Other Liabilities. ## Entities Entities display individually. In the document editor, you will need to assign an entity to the content. In the document templater, a placeholder is shown. ## Goals Goals can be displayed individually or grouped. For the individual view you will need to select which goal to display. ## Client details Client details can be displayed individually or grouped. For the individual view you will need to select which client to display. ## Income and Cashflow Income and cashflow component displays the cashflow summary of the selected scenario. You can toggle between scenarios and comparisons by clicking the "Change scenario" button. ## Insurance Insurance can be added as a grouped component or individual. For individual insurance content, you will need to select the insurance type then select which insurance to display. For document templater, you can specify which type of insurance an insurance content is by changing the insurance type. ## Salary packaging Salary packaging is available in individual view. You will need to select which salary packing to display. ## Estate Planning Estate planning content will show the estate planning details for all clients in the group. ## Children details Children content shows all children related to the group in a list format. ## Advice agreement Advice agreement content is split into four options, **individual service, payment instructions, service cost and services summary.** Advice agreement values can also be added as a [Mention](/documents/page-content/mention) in [#text](#text "mention")components. ### Individual service Individual services will display all services grouped underneath a service type. To change which service type is displayed, click the change service type button. ### Payment instructions This content will display a table with payee names (from the related advice agreement) with blank spaces for clients to enter BSB, Account Number and Frequency values. ### Service cost Service cost displays a summary of advice agreement cost. The advice agreement displayed will be the one related to the advice. This can be viewed and managed in the advice agreement step of the advice tool. ### Services Summary Services summary displays all services types in a list with the total cost of the advice agreement listed at the bottom. ## Images The logo, logo symbol and background image can be added by clicking the "Add image" button. ## Table of contents Add table of contents button will display the table of contents for the document. ## Duplicating content Content can be duplicated by clicking the duplicate button (see below for an example).

An example of duplicating content.

## Deleting content To remove any content from a page simply click on the content you want to delete and press the delete button. This will remove it from the page. {% hint style="danger" %} Once a content is deleted it cannot be recovered. You will need to add a new content to replace it. {% endhint %} # Styling text The rich text editor allows for lots of customisation similar to other applications like Word and Google docs. The template your organisation set up has already formatted most of the document for you. If you need to make any tweaks or changes simply select and highlight the text you want to change and edit using the top menu bar or the hovering toolbar.

Example of styling text

## Styling options See list below for all styling options: * **Headers** - select from Header 1 - 6 or Paragraph to apply the styling to your text. These header styles are from the selected theme. * **Font family** - select from a list of google fonts. * **Font size** - select from a list of available font sizes. * **Font weight** - select from a list of font weights. Can also used the "Bold" toggle. * **Colour** - colour selector allows you to pick any text colour. HEX values can also be entered using the textbox provided, or select one of the theme colours. * **Highlight** - like colour, choose any highlight colour. A list of highlight colours is also provided. * **Bold, Italic & Underline** - these styles can be applied in the main toolbar or in the hovering toolbar * **Line height** - number input for text line height. * **Letter spacing** - number input for letter spacing. * **Un-ordered list** - turns highlighted text into a bulleted list. Can also be applied in the hovering toolbar. * **Ordered list** - turns highlighted text into a numbered list. Can also be applied in the hovering toolbar. * **Alignment** - aligns text. There are 4 alignment buttons, Left, Center, Right and Justify. ## Links In addition to the styling options, links can be added clicking the link icon in the toolbar. Clicking on this will open a popup asking you to provide the link. The highlighted text will then become a clickable link.

Example of adding a link

## # Mention ## Using a mention When you want to insert a mention into a text box - simply type the ‘@’ symbol and your available mention options will pre-fill in a list for you to select. If the option you are looking for is not listed in the first few options try typing some letters to filter your results. ## Removing a mention Removing a mention is as easy and deleting any text, simply press the backspace button as you usually would and the entire mention will be removed. ## Available mentions Below is a list of all currently available mentions in MOAS. New mentions will be added over-time to improve the document builder
Available mentions * Clients title & full names * Clients full names * Clients first names * Clients net income (most recent year) * Document date * Group net total wealth (see [Calculations](/modelling/calculations#net-total-wealth)) * Advice agreement cost (excl. GST) * Advice agreement cost GST * Advice agreement cost (incl. GST) * Adviser title & full name * Adviser full name * Adviser first name * Adviser post nominals * Adviser ASIC number * Adviser credit licensee * Adviser credit licence number * Adviser FSG hyperlink * Adviser FSG date * Adviser other licensing information * Organisation practice name * Organisation corporate authorised representative name * Organisation corporate authorised representative number * Organisation licensee name * Organisation ABN * Organisation AFSL * Organisation phone number * Organisation email * Organisation website * Organisation address
# Overview This page refers to the tasks, projects and opportunities tabs. When loading any of these tabs you will see a list of items, filter, add button and title. ## Adding an item Items (tasks, opportunities and projects) can be added by selecting the "New item" button found in the top right corner. When adding an item, a menu will open with two options - "Blank item" and "Template item". Blank item will create a blank new item while template item will create an item from a template. Both options open a menu where a group needs to be selected and if creating a template item, a template needs to be selected. Once the options have been selected, you will need to click the "New item" button underneath the selects to add the item. {% hint style="info" %} Tasks, opportunities or projects cannot be created without assigning a group. {% endhint %} ## Filter The filter is set to "Your items due by today" by default. Clicking the filter will open a menu with all the standard filter options - simply click one of the options to change the item view.

An example of the filter found on the tasks tab.

## Advanced Filter Advanced filter allows you to further filter your item list by team, tag and status. This button is found underneath the "New item" button in the top right corner. Clicking the advanced filter will open a menu with filter options, and each of these will open another menu where you can choose your filter options.

An example of advanced filtering on the tasks tab.

# Tasks Tasks in MOAS are designed to help you keep on top of small client group jobs. On this page you will find all the detailed information on viewing, editing and deleting individual tasks. ## What is a task? Tasks are designed to help you keep track of smaller client group jobs. They consist of a number of fields (see below) and a description where you can add lists and checkboxes. ## Editing a task ### Title & Due date Title and date are both input fields where you can type. To edit these, select the input and type in your new value. {% hint style="info" %} By default, task title is set to "New task" and due date is set to one week after the day you create the task. {% endhint %} ### Priority, Assigned to and Recurring Priority, Assigned to and Recurring are buttons which provide you set options you can click to update the value. For more information on Recurring, see [#recurring](#recurring "mention") ### Teams and Tags Teams and tags can be added by selecting the plus symbol and removed by hovering over the team/tag and clicking the cross. See [Teams & Tags](/tasks/teams-and-tags) for more information. ### Status Status can be changed by clicking on the status. This will cycle through the following options: **"Not started", "In progress", "Complete".** If a task is overdue, the status cannot be changed. See [Status](/tasks/status) for more information. ### Description Task description can be edited by typing into the description box. Description can have any number of free text, checkboxes, numbered lists and unordered lists. Additionally, text can be made bold, italic and underlined. ### Task options Selecting the option menu in the top right corner of the task will give you two options: **"Close task" or "Delete task".** Closing a task will set the task status as closed and remove the task from view. See [Status](/tasks/status) for more information. Deleting a task will permanently delete the task from MOAS. ### Recurring Tasks can be set to recurring. This means that once the task has been marked as complete, it will be marked as "Not started" just before the recurring date i.e a task set to recur every year - once marked as complete will then be marked as "Not started" one year after the completion date. Recurring options are: **Daily, Weekly, Fortnightly, Monthly, Quarterly, Annually or none.** ### Notes To add notes to a task, navigate to the notes tab, type your note then select the "Add note" button. When notes are added MOAS saves a timestamp and the user who added the note, this appears at the top of the note. Notes can be deleted by selecting the delete button found in the top right corner of the note. ### Last updated When any field is updated in the task, the time and user is saved alongside the updated value. This can be found next to "Last updated" in task details. # Projects Projects in MOAS are designed to help you keep on top of large client group jobs. On this page you will find all the detailed information on viewing, editing and deleting individual projects. ## What is a project? Projects are designed to help you keep track of large client group jobs. A project can have any number of phases, and phases can have any number of tasks. ## Project editing ### Title, Start date & Due date Title, start date and due date are input fields where you can type. To edit these, select the input and type in your new value. {% hint style="info" %} By default, project title is set to "New project", project start date is the same day you create the project and due date is set to one week after the day you create the project. {% endhint %} ### Priority Priority is a button which provides you set options you can click to update the value. ### Teams and Tags Teams and tags can be added by selecting the plus symbol and removed by hovering over the team/tag and clicking the cross. See [Teams & Tags](/tasks/teams-and-tags) for more information. ### Status Project status is calculated based on the status of the project tasks. See [Status](/tasks/status) for more information. ## Phases Projects can have multiple phases. Phases have a title and can have any number of project tasks. Phase title is an input and can be edited by selecting the title and typing. See the example below:

An example of editing the phase title

Phases can be **duplicated** or **deleted** by clicking the options button on the right. Phases can also be re-ordered. This is done by pressing and holding the grid icon on the far left. ## Project tasks Phases can have any number of tasks, these are called **project tasks.** These tasks are a slimed down version of regular tasks - they contain a **title**, **status**, **due date**, **assigned user** and a **description**. To edit a project task, click on the field you want to edit and type your new value in. Project tasks can be duplicated or deleted by clicking the options button in the top right corner. Project tasks can be re-ordered within a phase, this is done by pressing and holding the grid icon on the far left.

Reording phases and tasks demo

# Opportunities Opportunities in MOAS are designed to help you keep on top of potential new revenue. On this page you will find all the detailed information on viewing, editing and deleting individual opportunities. ## What is an opportunity? Opportunities are designed to help you keep track of potential new client work. They consist of a number of fields (see below) and a description where you can add lists and checkboxes. ## Editing an opportunity ### Title, Due date & Value Title, due date and value are input fields where you can type. To edit these, select the input and type in your new value. {% hint style="info" %} By default, opportunity title is set to "New opportunity" and due date is set to one week after the day you create the opportunity. {% endhint %} ### Priority, Assigned to and Referred by Priority, Assigned to and Referred by are buttons which provide you set options you can click to update the value. ### Teams and Tags Teams and tags can be added by selecting the plus symbol and removed by hovering over the team/tag and clicking the cross. See [Teams & Tags](/tasks/teams-and-tags) for more information. ### Status Status can be changed by clicking on the status. This will cycle through the following options: **"Not started", "In progress", "Won", "Lost".** If a opportunity is overdue, the status cannot be changed. See [Status](/tasks/status) for more information. ### Description Opportunity description can be edited by typing into the description box. Description can have any number of free text, checkboxes, numbered lists and unordered lists. Additionally, text can be made bold, italic and underlined. ### Opportunity options Selecting the option menu in the top right corner of the task will give you three options: "Convert to project", "Close opportunity" or "Delete opportunity". Converting an opportunity to a project will create a new project based on the opportunity. Clicking this option will give you the choice to create a blank project or create a project based on a template. All the opportunity detail will be copied over to the new project and the opportunity will then be marked as **"Converted"**. Closing an opportunity will set the opportunity status as closed and remove the opportunity from view. See [Status](/tasks/status) for more information. Deleting an opportunity will permanently delete the opportunity from MOAS. ### Notes To add notes to an opportunity, navigate to the notes tab, type your note then select the "Add note" button. When notes are added MOAS saves a timestamp and the user who added the note, this appears at the top of the note. Notes can be deleted by selecting the delete button found in the top right corner of the note. ### Last updated When any field is updated in the opportunity, the time and user is saved alongside the updated value. This can be found next to "Last updated" in opportunity details. # Status Status is found on tasks, opportunities and projects. This page describes how status is calculated and what are all the status options. ## Status options Listed below are the general status options in MOAS and what they mean: * "Not started" - not started is the default status. * "In progress" - for items that are in progress. * "Complete" - for items that are completed (only applies to tasks and projects). * "Closed" - closed is for items that have been completed and you do not wish to view them in your task lists anymore. You will need to manually set an item as closed by selecting the option menu. * "Overdue" - for items that have not been completed and the current date is past the item's due date. This status will be automatically applied to the item. Along with the above statuses, below are the status options available exclusively to Opportunities: 1. "Lost" - for opportunities that have been lost. 2. "Won" - for opportunities that have been won. 3. "Converted" - for opportunities that have been converted into projects. ### Update status To updated the status for a task or opportunity, select the status to cycle through all the available options. These are all the options listed above EXCEPT for: "Closed", "Converted" and "Overdue". Overdue status will be automatically applied, closed and converted will need to be manually selected in the options menu. ### Projects Project status is calculated based on the completion of project tasks. If all project tasks are marked as "Not started", project status will be set to "Not started". If one or more tasks have been marked as "In progress" or "Complete" the project status will be marked as "In progress". If all project tasks are complete, project status will be marked as "Complete". If a project has outstanding project tasks and the current date is passed the project due date, the project status will be marked as "Overdue". Projects can be marked as closed the same as a task or opportunity, in the options menu. # Teams & Tags Teams and tags can be added to tasks, opportunities and projects. This page covers how to add and remove tags and teams. ## Teams Any number of teams can be added to tasks, opportunities or projects. Once added, any person in the team can view the item in their task list with the "Your team items" filter selected. Tasks and opportunities can also have an individual assigned alongside the team. By default, this will be the person who created the item. ## Tags Any number of tags can bee added to tasks, opportunities or projects. You can select a tag from a pre-defined list which is set and managed by admins. Tags are managed by Admins in the admin settings. Admins are able to add, edit and remove tags. ## Editing Teams and tags can be added by selecting the plus symbol and removed by hovering over the team/tag and clicking the cross. See the example below:

An example of adding a removing tags.

# Templates Templates in the task module can be created for Tasks, Projects and Opportunities. On this page you will find all the information on creating, editing, viewing and deleting templates. ## What is a template? Templates in the tasks module can be created for Tasks, Projects and Opportunities. Templates can be applied by users when creating new tasks, projects or opportunities. Templates are accessible in the task module menu. **Templates can only be created by admins and will only be visible to admins in the menu.** ## Creating a template Underneath templates in the menu there will be links to task, project and opportunity templates. To create a new template, select one of these tabs and select the add button in the top right corner. {% hint style="info" %} By default, new templates have the title "New \[item] template". {% endhint %} ## Editing a template Templates have a title which appears at the top of the page next to the back button. Underneath the template title is all the template detail which can be edited like a task, project or opportunity. ### Assigned to Here you can select a team role the item an be assigned to. This will populate when an item is created and a team is added. See [Teams](/admin/teams#roles) for more information on adding roles to teams. ### Timeframe Templates have a timeframe input, where you can set how long the item will take. This will set the due date when user's create an item from a template. For the timeframe input, you can add a number and select a frequency option, these options are: "Days", "Weeks", "Months" and "Years". By default, the timeframe is set to 7 days. ### Duplicating a template Templates can be duplicated by selecting the option button in the top right corner. ### Deleting a template Templates can be deleted by selecting the option button in the top right corner. # Advanced search Advanced search can be used to produce lists of your groups, clients or entities in MOAS. ## Filtering The advanced filtering allows you to filter your groups, clients, address' or entities. To use a filter simply click an option from any of the dropdowns available and your results will display. You can further narrow your search by any of the available dropdowns.

Advanced search filters. Archived groups are excluded by default.

## Results The results will live update based on the filter your have selected. To add more information to your results, choose data from the **View** dropdown on the right hand side. Once you are happy with your results you can click on any result to be taken to the group page or copy the data from the table into excel for you own reporitng needs. # Teams Team settings can be found by selecting "Teams" in the menu. Here you will find all the information on adding, editing, deleting and reassigning client groups to teams. ## Teams The teams list table contains the team name in one column and the team members in the other. To view a team in detail, select the team from the list. ### Adding a team To add a new team, select the "add team" button in the top right corner. Once pressed, you will be navigate to the new team detail page where you can edit the team information and assign staff members. ### Editing a team Once selecting a team from the teams list you will be taken to the individual team view. Here, you can edit the team name, colour, roles and staff members assigned to the roles. ### Delete a team To delete a team, select the "delete team" button underneath the team name and colour inputs. ### Active groups and Leads in a team Underneath the team detail table, there is a table that lists all the active groups in the team and below that a table that lists all the leads in a team. Here you can view all the groups assigned to the team and you can do one of three options: * **Add groups to additional teams** - clicking this button will allow you to **reassign all groups in the selected team to an additional team**, i.e all groups in Team #1 can also be added to Team #2. * **Re-assign all groups** - clicking this button will allow you to **reassign all groups in the selected team to another team**, i.e all groups in Team #1 will be moved to Team #2. * **Re-assign selected groups** - clicking this button will allow you to **select any number of groups from the group list and assign those selected groups to another team**, i.e selecting Group #1 and Group #2 from the list and assigning just those two groups from Team #1 to Team #2. {% hint style="info" %} All groups in the list can be sorted by selecting the table headers {% endhint %} ## Roles Roles can be added, edited and deleted on this page. These roles are used when assigning users to teams and are used for auto assigning team members in task templates. ## Groups On this sub-tab you will find a list of all the groups not assigned to teams. These are broken up into Groups, Prospects and Leads not assigned to teams. Here, you can view groups, re-assign all or re-assign selected groups. # Users ## Deleting a user When a staff member leaves your organisation you should delete their user profile. Navigate to the Admin tab in MOAS and select the users menu option. Once there click the cog next to the user you want to delete and click the delete option and confirm you change. {% hint style="danger" %} Once a user is deleted they cannot be re-activated. All notes and advice documents they have created will still be saved in the system for other users to see but they will no longer be able to log in. {% endhint %} # Settings Admin settings are broken up into organisation, tags and fees. Below you will find all the information about each tab. ## Organisation On this tab you can edit all details in MOAS concerning your organisation and add an organisation logo. To edit information, click on an input and type in your new value, MOAS will automatically save the new value when you are finished typing. To upload a logo, select the "upload logo" button and drag the logo image onto the droppable square. MOAS supports png, jpg and jpeg files only. {% hint style="info" %} It is important that organisation details are always up to date as they can be used as mentions in documents. {% endhint %} ## Tags Tags in MOAS can be applied to client groups, tasks, projects and opportunities. Here, you can add, edit and delete all tags. To edit a tag name or colour, simply click on the title or colour and change the value. Tags have a name, colour and can be prioritised. If a tag is a priority tag, it will always appear at the front of the tags list in a larger size.

An example of editing a tag.

Clicking edit will take you to a page where you can see all tags assigned to active, lead and prospect groups. Here you can bulk re-assign tags to multiple groups. ## Fees Fee settings are to do with advice agreements. Here, you can add, edit or remove required services, general services and fixed costs.