When XPM integration is available, some client details can be auto-populated, provided the relationships in XPM are configured correctly.
Steps to use XPM integration:
Search for Trust Name: In Core, Trust Distributions App, use the search field to find and select the Trust Name. This will pre-populate the Trust Name field.
Trustee Information: If a Trustee is added in XPM, the Trustee Name and ACN will be populated automatically.
Corporate Trustee Directors: The Directors of the Corporate Trustee are auto-populated from XPM Relationships. For example, Joe and Mary Bean are Directors of Bean Roasters Pty Ltd.
Beneficiaries: Beneficiaries are pre-populated based on the relationships added for the Trust entity.