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Ebix Quarterly eNews Apr-Jun 2018 Featured

Tuesday, 29 May 2018 16:36

eNews email header

The 2nd Quarter edition of the Ebix eNews is here, and in it includes guides and webinars on how to handle End Of Financial Year procedures; a sneak peek into the upcoming Ebix Roadshow; and an upgrade to the Ebix Online Payment Gateway, ensuring complete compliance with the current Credit Card Surcharge Consumer Law.

Is there a topic you would like us to cover in the next Ebix eNews? Email your suggestion to the team at This email address is being protected from spambots. You need JavaScript enabled to view it.



Like clockwork, the End Of Financial Year is upon us once again. For anyone that is new to CBS or would like a refresh on the CBS EOFY procedures, the Ebix team have put together this helpful webinar. Alternatively you can read the EOFY CBS Procedure Guide and the Earned Income Adjustment Report Guide.

Watch the Webinar
Read the Procedure
Read the Earned Income Adjustment Report Guide



For our eGlobal users working on the End Of Financial Year procedures, we will be running WebEx classes to help you through the process. the classes will take place online over 45 minutes at a time that is convenient to you. Simply email This email address is being protected from spambots. You need JavaScript enabled to view it. or call 02 8467 3000 to book your session. Alternatively you can download the EOFY guide below. 
Read the Procedure


Upcoming Ebix Roadshow 20182018 roadshow logo

We're very pleased to announce the Ebix Roadshow will be held again this year in July and August. Hosted across Sydney, Perth, Adelaide, Brisbane and Melbourne, the Ebix Roadshow will be a great opportunity to view some of our upcoming releases and new products. Highlights will include the soon-to-be-released cloud-based WinBEAT NEXT; experience the major upgrade to SmartOffice Pro CRM; and see the latest enhancements we've made to Evolution, the newest cloud-based broking system from Ebix. The Roadshow is also a great way to access our senior management team, face-to-face, and ask any questions you may have about our software and services, or perhaps even make a request on what you would like to see in future software releases. The event is completely free of charge and everyone is welcome to attend - but book in early as there are limited seats! Keep an eye on your inbox for an invitation including event details and an outline of the topics that will be covered.


Online Payment Gateway Meets Current Credit Card Surcharge Consumer LawOPG CC surcharge update

Reading articles on well-respected Australian businesses being caught out in breach of the 2016 Credit Card Charges Consumer Law, may have left you feeling a little anxious about your own business. The good news is that the Ebix Online Payment Gateway (OPG) has been enhanced to meet current consumer law regarding Credit Card Surcharges. 

Despite the new law being introduced a couple of years ago, some businesses unfortunately continue to be tripped up and are paying the price for it. This is due to the confusion around the difference in bank charges between Credit Cards and Debit Cards. Although the cards perform a similar function, debit and credit payments attract different fees, and businesses passing on these charges need to reflect that. The update to the Ebix OPG means that you do not have to worry about whether your business is compliant or not, as the fee is automatically generated according to the card used and the amount paid.

For those that are interested, here is some more information on the current Australian consumer law regarding Credit Card Surcharges. If you would like to learn more about the Ebix OPG please email This email address is being protected from spambots. You need JavaScript enabled to view it.

Read 3640 times Last modified on Thursday, 31 May 2018 12:19