Release Notes

Product updates and improvements

Update Dev 156

09 June 2026

The headline of this release is an in-app help assistant that answers questions about StructureGram and about the page you are looking at. Alongside it, diagrams gain a proper point-in-time snapshot view, the XPM reconciliation screens now say plainly what each action will do, and print and PDF exports now carry the group and scenario details.

Highlights

  • In-App Help Assistant: A help assistant is now available throughout the app. It draws on the help articles and product pages, renders answers in a compact readable form, and will hand you over to support by email when it is not confident of an answer.
  • The Assistant Knows Where You Are: The assistant now sees the context of the page you are on, including your diagram, entity pages, the loan and distribution registers, billing, the groups list, the ASIC import upload and review screens, the import hub and history, and the XPM sync and reconciliation screens. Questions can be asked about what is in front of you rather than in the abstract.
  • Point-In-Time Diagram Snapshots: Viewing a diagram as at a chosen date was reworked: the live view is now the default, the toolbar is simpler, and a run of snapshot bugs was fixed. Snapshot settings apply immediately and now flow through to the contents of each node as well as the links between them, and newly created assets no longer disappear behind the date filter.
  • Plainer XPM Reconciliation: Reconciliation actions are now labelled by what they do rather than which side of the comparison they came from. You can delete values that only exist in StructureGram, re-create a client that was deleted in XPM, and see real client names instead of placeholder identifiers. Deletions started from either side now behave the same way, and the preview path shows live progress.
  • Multiple Shareholdings Of The Same Class: A shareholder can now hold more than one parcel of the same share class, including separate per-acquisition rows, with the aggregated holding labelled correctly on the diagram.
  • Better Print And PDF Exports: Exports now include the group name and scenario details with a reworked footer, resolve the correct as-at date for the footer label, and truncate long names so the footer stays readable.
  • Diagram Editing Comfort: Per-user alignment guides make tidy layouts easier, the "Include external entities" option has moved into the filter dialog where you would look for it, the distribution inspector handles multiple rows, and dragging assets no longer fails with a save conflict.
  • Contact Details, Group Export And Reliability: Individuals now carry email, phone and address details, and tenancy admins can export a group as JSON from the group list. A round of fixes covers XPM text that arrived with encoded characters, duplicate data fetches on the Xero path, correct not-found responses, and validation of stored ownership detail as it is read.
Update Dev 156 | StructureGram Release Notes