đ¤Xplan Hint: Embrace the Emoji
Did you know you can add emojis to the Xplan interface? Ever looked at your Xplan menu or page and scrolled up and down looking for the exact item? Would an image help? As you can see I have added an emoji to Key Details (menu), Main (page) and Title (field). Emojis are part of the Unicode standard, just like regular letters and numbers. If your computer's operating system or browser supports them, they will display correctly. To add an emoji: Go to Admin > Interface > Interface Select which menu/page/field you want to add the emoji to Select the "title" Open the emoji keyboard Windows: Press Windows key + . (period) Mac: Press Control + Command + Space Insert the desired emoji directly into the text fieldBest Practice for Managing User Groups
Hi Network đ Keen to tap into your collective wisdom on best practice strategies for managing user groups in Xplan. For practices that outsource administration and paraplanning, and need to grant third-party access to their Xplan siteâwhat key considerations should be kept in mind when adding or removing clients from user groups to ensure appropriate access and data security? Thanks in advance for sharing your insights đđ¤ Xplan Hint: Managed Field Content
Did you know we recently made some updates to how you administer Managed Field Content? Yep, youâve been asking for a while and we have delivered - with the right capabilities, you can now delete managed field content created by another user. And you can edit the name of saved content without it creating a new item! Youâll need the capability âUser Settings - Administer Manage Field Contentâ but then youâre good to go. This small but mighty enhancement will make it so much easier to manage content when someone leaves a practice, gets promoted into a new role, or you just want to do a clean-up.
Multiple email signature
Hi Team, Not sure if someone has asked this before, but is there a way to set up multiple signatures in Xplan? We've started to trial users with hybrid roles, and we realised that it can get quite tricky when the user would need to send out an email as only one signature template/setting can be saved at a time. I understand that we can either use a primary User Group Signature or a personalised one, but is there a way to seamless switch between the two options when in email mode (without having to change the user settings every time)? Thank you đđ¤ Xplan Hint: When you just want to see the document before completing the wizard in full.
Did you know that the new Xmerge Preview functionality allows you to do just that? This one is for all the paraplanners and advisers who have ever said - âI just want to know where itâs going to end up in the documentâ, while theyâre ticking boxes and adding content within an Xplan wizard. Iâm a big believer that all content should be entered into the Xplan wizard and not added post-merge - for lots of reasons, like compliance audit trails and making it super easy to redo a recommendation if you had to - but I know not everyone does it that way. Now, with Xmerge preview, thereâs one less excuse! đĄ But perhaps more importantly, Xmerge preview enables you to stop downloading sensitive client information locally. i.e., to your computer or your server. Itâs fair to say that everyone is acutely aware of cyber attacks and the risks of exposing sensitive information, but have you really thought about the risks of holding sensitive data locally? Physical Theft/Loss of a laptop Malware & Info-Stealers Ransomware Lack of Encryption Supply Chain Attacks Browser Extension Exploitation Reputational Damage âŚthe list goes on đ Xmerge preview negates the need to download the document at all. Simply preview the document at the end of the wizard, hit the merge button to run the document, then have it save automatically as a file note that has a template setting to share in Client Portal and notify your client that they can securely log in on their end to view it! If you missed this then itâs likely you havenât gotten around to subscribing to the release notes in Xplan yet. Do that first - subscribe! Then check out the preview function in your site from Version Xplan 25.7.445.đ¤Xplan Hint: Demystifying Performance Calculations
Did you know you can now export calculation details? Ever looked at a clientâs performance in Portfolios and wondered where the figures came from? In case you missed this (relatively) new feature, you can now export all the data that makes up the calculation at the press of a button. To do this, go to Portfolios > Analytics: Click on the âDetailâ tab: Then on the right-hand side of the screen, select Action > Export Calculation Details: If you need a brush-up on how the returns are calculated, check out this fantastic Community guide.đ¤ Xplan Hint: H is for Help!
Did you know you can get instant help in Xplan? Just highlight any text on screen, hold down the 'H' key, and be taken straight to the relevant help menu in Iress Community! Imagine you're navigating Xplan and come across a section you need more information on. Instead of breaking your workflow to manually search for answers, simply use your mouse to highlight the text on your current page. Then, hold down the 'H' key (for approximately 3 seconds) and you'll be seamlessly transported directly to the Iress Community search results page. The best part? The highlighted text is automatically populated in the search bar, saving you time and ensuring accurate results. This means youâll immediately have access to a wealth of relevant topics, discussions, and resources, all with a single click - talk about efficiency! This wonderfully brilliant but simple idea came to life during a recent CodeIt session - an Iress initiative where our engineers are given the freedom to explore and prototype innovative solutions beyond their daily tasks. You can read more about it here: Highlight text + hold the 'H' key for Help. Or, better yet, just give it a go right now! I'm genuinely excited for you to try it and discover how much easier and faster it makes finding the information you need in the Iress Community.At last, Reinvented Super & Pension Modelling in Xtools+ has arrived!
Smarter modelling, more flexibility, and way less workarounds. Rollout was originally planned from 13 May to 3 June, however we took on your feedback about the EFY timing and delayed its release for most users until 15 July 2025. đĄ Whatâs New? We started with a simple goal: allow you to model a second super fund without lumping everything into one. But the more we listened, the more we realised there was a bigger opportunity. You told us you wanted to keep the tax components separate, so you could model retirement pension and estate planning strategies without workarounds. So, weâve reinvented the way you model super accounts, contributions, cashouts, rollovers and pensions in Xtools+. User feedback has confirmed the new modelling to be a more flexible, intuitive, and powerful experience. đ A Quick Reminder! If you're working on an Xtools+ scenario, make sure you finish it off, merge it and lock it before 5.30pm AEST Tuesday 15 July. After upgrade, you won't be able to see any data you previously entered into the Display screens for Super or Pension accounts (unless the scenario was locked). You can copy locked scenarios, however some data won't come across to the new scenario. Don't despair . You will still be able to pick up where you left off, regardless whether you locked the scenario. The Legacy Data screen will show you the Input cells you need to reenter. âšď¸ Some Resources A quick summary from the 2025 Xplan roadmap: 19 Minute Video Introduction: Iress Learning Centre Detailed release notes: Iress Community Deep dive webinar: Iress Learning Centre EFY modelling refresher: Iress Learning Centre âď¸ Got Questions or Feedback? Please comment in the thread below!đ¤ Xplan Hint: Donât let yourself be the last to know
Did you know you can subscribe to the release notes in Xplan? If you didnât know, or if you did know but havenât bothered yet, youâre missing out! By subscribing, youâll get an email in your inbox with the latest release details so youâll never have to say, âOh, I didnât know thatâ, ever again. There are some very cool things being released, and while the larger enhancements get exciting announcements, some of the smaller improvements, that can actually make a big difference to your everyday, can get overlooked. It takes less than a minute to subscribe. Don't let yourself be the last to know - subscribe now! đĄThereâs actually something that I think is very cool coming in the next releaseâŚ.so keep your eyes peeled. đ
