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Recently, Iress Client Solutions Design Consultant and CommPay expert, @margie.hynes, hopped on to XPlan Hub for an AMA all about helping you unleash the full potential of CommPay. Here are four of the most useful questions that you may find useful: Q: Is there a way to automatically add to CommPay when creating a new…

What is the difference between a Contract Renewal and a Price Rise? A Contract Renewal relates to the duration of your agreement. At the end of your current term, your contract automatically renews for a further 12 month period to ensure uninterrupted access to your services. A Price Rise is separate to your contract term.…

As we invest in the evolution of Xplan, we’re changing not just what we build, but how we build it. Our customers have told us they want a stronger voice in the direction of Xplan and, importantly, to see a clearer connection between the feedback they share and the decisions we make. We recognise that we haven’t always…

Wondering how to enter details for other SMSF members in Xtools+? 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…

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…