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XCM 8.0 Work Flow Enhancements

Enhancements to XCM 8.0, a workflow software application, have given users greater flexibility in designing and saving customized report templates in XCM Reports. Also new is Auto-Rollver which can automatically roll forward completed tasks, such as tax returns done each year for client.

XCM 8.0, which was released in July, added workflow mapping, expanded bulk dupdate capabilities, and auto-fill capability. That version also with limited automatic rollover capabilities, but full functionality was introducted in this release.

Price: XCMessential, $95 per month (one to five users); XCMessential Plus, $150 per month (six to 10 users). Plus $500 one-time set-up. Service fee additional. XCM Solutions: (781) 356-5152.

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