This is a large release built around three things: liabilities are now modelled in their own right, relationships can be given a custom type and supporting documents, and entity pages can be viewed as at a date with proper SMSF trustee checks. Entity merging and a refreshed diagram canvas round it out.
Highlights
- Liabilities Alongside Assets: Liabilities are now modelled in their own right, with their own profile, validation and sub-types. Entity pages show "Assets & Liabilities" as separate sections with per-row badges and a summary, allocation dialogs offer Asset or Liability separately, and the language throughout speaks of responsibility rather than ownership where that is what is meant.
- Liabilities On The Diagram: Liabilities draw with red icons, red ownership links and their own stencil item, so a structure's debt reads at a glance. A liability can be linked to the asset it relates to, which draws as a red dotted arrow from the asset, groups with the other financial links, and is editable from the inspector.
- Custom Relationship Links And Attached Documents: You can now define your own relationship type, choosing its label, colour, line style, arrows and dates, and draw it on the diagram. Files can be attached to a relationship and appear on the entity detail rows and as a paperclip on the diagram link label, with attachments rolled out beyond custom links to more relationship types.
- Entity Pages As At A Date: Company, individual, trust, partnership and SMSF detail pages can now be viewed as at a chosen date. On SMSFs this is backed by trustee appointment checks that catch overlapping or duplicated roles on create, on update and in scenarios, with a date-aware appointment interface replacing the old trustee manager.
- Sign In With Xero: Signing in or signing up with a Xero account is rolling out behind a feature flag. Sign-in methods are listed in account security, callback problems are reported on the login page, and the OAuth flows were hardened for Xero certification.
- Groundwork For Filing Documents To FYI: The plumbing for an FYI document-filing integration was built, including its connection settings and an audit log. It is not switched on yet.
- Merging Entities And Mapping Trusts: Duplicate entities can be merged, with a readable conflict comparison, deep remapping across diagrams and guards against records that point at themselves. Trust types now map to XPM through configuration with a clear way to resolve ambiguity, and Deceased Estate has been added as a trust type with matching relationship rules.
- Canvas, Elections And Everyday Fixes: A floating canvas toolbar brings spacing controls, a zen mode and annotations, with smoother trackpad zoom and new default spacing. The family trust and interposed entity election dialogs were redesigned as focused step-by-step flows, purchase billing can be set up inline while ordering an ASIC extract, and re-inviting someone after their access was revoked works again.