Extra instructions on resolving agents

Extra instructions/directions are now provided to assist users in resolving unresolved advisers

  • 9 September 2022

Enhanced totals checking

We have recently updated the Feezily service to include some extra totals checking which can really help detect errors or issues.

  • 9 September 2022

Revenue type mapping enhancements

We have enhanced the mapping of revenue types to avoid having to perform any manual revenue type assignment in integrated products.

  • 1 September 2022

Generation Life reverts their revenue statements to pre May format

Find out more about this format change and how Feezily handles it for you

  • 19 August 2022

Redesigned main page splits into separate 'Operations' and 'Configuation' sections

With so much new functionality being added to Feezily the main page was starting to get a little cluttered.

  • 8 August 2022

Resolution (formerly AMP) Life translator has been updated to work with new format

Users who uploaded recent Resolution Life files may have discovered an issue - this has now been fixed.

  • 4 July 2022

New Generation Life revenue statement format

Generation Life have recently changed the format of their revenue statements which is not compatible with the older format and so caused errors...

  • 20 June 2022

New adviser/agent binding screens

Feezily brings major improvement to the binding of advisers/agents when an unresolved agent is discovered.

  • 15 June 2022

Support for enhanced set of revenue batch scheduling

Feezily now supports scheduling of batches at a frequency of either: Monthly, Twice monthly or Weekly.
To change your current batch scheduling go to the 'Configuation' tab - Warning: don't change this unless you need to!

  • 14 June 2022

Main menu rearranged

Main menu has been refined to make access to agents and reporting quicker and easier

  • 14 June 2022

Feezily now processes revenue files from WealthO2

Planners advising their client regarding products offered via WealthO2 can now process advice and other fees via Feezily.

  • 2 December 2021

AFG - Australian Finance Group - mortgage brokerage files can now be processed in Feezily

AFG provides loans from multiple funders and now Feezily can process AFG brokerage files.

  • 16 November 2021

Fixed issue with Free Trial setup

The process of starting a Free Trial could fail in certain cases.

  • 10 November 2021

Enhancements to Asgard file processing

Asgard file processing has just been enhanced to include extra insurance types.

  • 10 November 2021

New feature: Export Provider and Adviser invoices to Xero

Feezily can now create invoices files for both provider and advisers which can be imported into Xero to make reconciliation a breeze!

  • 9 November 2021