-
Tips and tricks for CommPay Administrators
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…
-
🤓 Xplan Hint: A Refreshed Client Portal Interface
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…
-
Unlock Your Business Potential: The Power of Your Revenue Pipeline using CommPay Lodge
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…
-
🤓 Xplan Hint: Balancing your SMSF in Xtools+
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…
-
Introducing our refreshed Client Portal
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,…
-
Xplan Product Roadmap FAQs
Since releasing our latest Xplan product roadmap, we’ve been loving the engagement across the community. You’ve challenged us with candid questions about costs, external AI integrations, roll-out flexibility, and feature timelines. Your feedback directly shapes our direction, so we wanted to bring all those answers…
-
CommPay access for Xplan: Real-time visibility into practice revenue earnings
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…