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…
A more intuitive, connected digital experience for your clients In 2026, we are evolving Xplan with a renewed focus on unlocking more of its capability through better experiences, smarter tools and deeper client focus. You told us that while Xplan is trusted and powerful, the opportunity is to make it easier to access,…
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…
Did you know we have introduced automated calculation and population of Year-to-Date (YTD) Pay As You Go (PAYG) withholding tax for salary and wages in Xtools+? This update enables you to generate accurate year to date projections instantly, eliminating the need for manual calculations or administrative workarounds. Many…
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…
Did you know the Xplan Client Portal just got a layout and navigation refresh, featuring a nifty left hand side menu to free up screen space and reduce visual clutter? Moving the main navigation down to the left-hand side opens up the screen, making it much more natural for clients to navigate their information without…
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…
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