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Hi everyone 👋 I’m Margie Hynes, a CommPay expert. Revenue tracking doesn’t have to be manual and laborious. Time gets lost, payments get missed and data is siloed in spreadsheets. CommPay has many underutilised features you may not even be aware of. Recently, I shared how Secure File Transfer Protocol (SFTP) can help you…
Tracking upcoming revenue is critical to practice management, yet many teams I talk to fall into one of two camps: they are either spending hours manually updating a massive, colour-coded spreadsheet, or they are simply relying on whatever revenue happens to land in their bank account from the Licensee. Both approaches…
Did you know the Identity Check page in Xplan now supports the updated FSC and FAAA Customer Identification Forms? Recent AUSTRAC regulatory changes require capturing additional compliance details, such as the nature of services sought and the reason for advice. Capturing this directly in Xplan saves you from having to…
Did you know that you need to enter both sides of an SMSF's balance sheet in Xtools+? For the SMSF to be modelled correctly, TOTAL ACCOUNTS must equal NET ASSETS, meaning you need to enter the accounts of the SMSF (including existing SMSF Pensions) as well as its assets and liabilities. To help you balance the SMSF, we now…
Wondering how to enter details for other SMSF members? We’ve made it easier and more intuitive. Financial planners and paraplanners told us that navigating around to find inputs for additional SMSF members was clunky. This change optimises the navigation so you can manage all of the inputs for Other SMSF members from a…
What if you could stop piecing together your revenue position manually and instead see what is happening with your earnings in real time? Whether you are the adviser or the practice manager, keeping a pulse on revenue is one of the most important aspects of running your business. Unlock the full potential of your revenue…
Hi everyone 👋 I’m Courtney Youngblutt, Xplan expert at Iress. If you’ve ever worked in an Xplan site where someone could not find the right client, had access to something they should not have, or spent too much time working around inconsistent setup, you will know how important good site foundations really are. We…
Update as at 21 July 2026 Release of the Individuals & Sole Traders form scheduled for release in this week's Xplan release. Following the initial analysis of the recent FAAA/FSC legislative updates, a delivery schedule has been finalised to integrate the updated Customer Identification Forms into Xplan. Release Schedule…
Thank you to everyone who joined our recent Xplan roadmap webinar. We know there is always more to discuss than we can cover in a single session, so we'd like to keep the conversation going. This is an opportunity to ask questions, gain further insights, share your feedback and help shape what is next for Xplan. Whether…
Did you know you can use the note tagging feature in Xplan to build a functional archive system that removes historical clutter from a client's note page? Why? Over several years, a client's file accumulates hundreds of automated email logs, system notifications and old task records. This volume of data makes it difficult…
The new Iress Community platform is just the beginning. Throughout 2026, we’ll continue to evolve and improve the experience, and we want to do it with you. Join the Community Evolution Panel We’re forming a Community Evolution Panel made up of customers who want to help co-design what comes next. As a panel member, you’ll…
Welcome to the new Iress Community! The new Iress Community is now live, built in response to client feedback. We know how important easy access to support is, and this new platform is the first step in delivering a better Community experience. What’s changed Refreshed look and feel Improved search to help you find answers…
Welcome to Xplan Mortgage! Available now in the United Kingdom * Everything you know and love from Trigold and the Exchange but in one slick system * No manual updates - mortgage product data is automatically updated daily! * Research lenders' criteria data powered by Knowledge Bank alongside product sourcing. * A simple…
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this is a tag for apac discussions