We've gathered some of our favourite CommPay hidden gems and pro-tips to help you work smarter, improve efficiency, and get even more value from CommPay. You may already know a few—but chances are you'll find at least one feature that changes the way you work.
Sometimes it's the little things—a shortcut, a setting, or a feature you've never noticed—that can save valuable time and make your day just that little bit easier. Whether you're processing revenue, reconciling statements, or managing client information, these hidden gems can help you work more efficiently and get even more from CommPay.
Try these!
Targeted Filtering - Advanced Search/Advanced Filters
Throughout CommPay you will find Advanced Search and Advanced Filters. These features allow you to quickly locate exactly what you're looking for across multiple screens, whether you're searching for Client Policies, Client Fees, or Supplier Statements. When you need to work with your results outside CommPay, simply export them to CSV using Actions > Export to CSV.
Client Policies / Client Fees screen
Supplier Statements screen
Eliminate Client Mapping friction
Accurate mapping is essential for clean data, and a couple of built-in tools can take the hassle out of the process.
The Client Merge function helps you quickly resolve client mapping issues.
Based on feedback that users need more than just the Client Name to ensure accurate mapping, we added the Xplan Client Entity ID to the Policy Bulk Update under Imports.
Customise any CommPay grid
Did you know you can customise most CommPay grids? By adding or removing columns, you can create a cleaner workspace that only displays the information you need to see.
Adding the Supplier Revenue File Name directly on the Statement screen makes reconciliation much quicker by eliminating the need to continually open the Statement Summary page.
Processing/Reconciliation
Small configuration changes can remove repetitive manual tasks. Adding part of the Supplier Revenue file name to the Statement Layout File Reference box allows CommPay to automatically select the correct layout during file loading.
Configuring a Default Supplier within your Bank Schema enables uncoded client fee payments to be automatically captured as Fee for Service, reducing manual coding and improving processing efficiency.
When creating a new financial year, don't forget to use the Payment Period Wizard. Instead of manually creating every payment period, simply create the first one and let the wizard generate the remainder for you automatically.
CommPay Enterprise Features Worth Reviewing
If you're using CommPay Enterprise, there are several configuration settings worth checking out.
Setting Bank Balance Adjustment allows automatic handling of small rounding differences from Suppliers. During processing the Balance Adjustments will occur automatically. No more manually updating the minor rounding.
Clients with multiple reporting hierarchies can also nominate a Default Hierarchy to streamline reporting and improve consistency.
Another great time saver is the ability to automatically deliver Adviser Reconciliation Reports directly into Advisers' Xplan Notifications. Once enabled, reports are delivered automatically to advisers with CommPay access.
Based on client requests for more Dealer specific narrative on the RCTI, we introduced the RCTI Disclaimer configuration.
Configuring an automatic cleanup period for Background Reports helps prevent unnecessary report build-up.
Every Small Improvement Adds Up
Often it's the small efficiencies—not the major changes—that make the biggest difference over time. Taking a few minutes to explore these features can help streamline your daily workflow and reduce repetitive tasks.
Have you tried any of these yet? We’d love to hear what works for you—or if you have a favorite tip of your own, jump in and share it with us!
Helpful Resources via our Iress Community:
Eliminate Client Mapping friction
Customise any CommPay grid
Payment Period Wizard
