Individual tax return client records can now be converted directly to sole trader without recreating them. The conversion keeps existing client data intact and adds the fields required for the new entity type.
Additional fields, including ABN and business name, are captured at the point of conversion, removing the need to manually rebuild client records when a client's structure changes.
You can now stop billing on subscriptions connected to Xero directly from the billing settings. This addresses a gap where finance teams had no way to halt an active Xero subscription without canceling it outright, and gives more control over billing state changes.
The change applies to existing Xero-linked subscriptions and reflects immediately in subscription status, so billing questions around paused or stopped accounts are easier to resolve.
When a client payment fails, the system now emails both the client and the accounting firm automatically. The Accounting firm can choose who is notified in the Settings→Notifications section
The accounting firm now receives an automatic notification whenever an email sent to them bounces, so delivery failures no longer go unnoticed.
Removed the Xero invoice Job reference fallback that appeared when the corresponding XPM job hadn't synced yet, preventing incorrect or placeholder references from showing on invoices.
The dashboard now leads with Ask Nagaris at the top, followed by My Actions below. This reorders the landing experience so the assistant is the first thing you see, with your pending actions immediately accessible underneath rather than competing for the same space.
The change affects the primary navigation flow only — existing widgets, actions, and data within each section remain unchanged. The goal is a clearer entry point without adding new steps to existing workflows.
Job templates can now be saved with custom names, making it easier to identify and reuse templates across jobs instead of recreating them each time.
SMS number formatting is now unified across 04-prefixed and +61 formats, resolving inconsistent handling between the two.
Job templates can now be saved with custom names. This makes it easier to manage and reuse templates across workflows without relying on default or auto-generated identifiers.
SMS number formats 04 and +61 are now treated as equivalent, preventing duplicate or mismatched contact records.
The engagement accepted email now shows only the clients listed on that specific engagement, rather than every client in the group. Engagement templates also now save the revenue account and payment range when created.
Email templates can now be cloned directly from the template list, making it faster to create variations without starting from scratch.
The "Invoice To" dropdown in Pricing Options is now enabled and selectable.
Filtering by Active: No no longer returns records marked as Active: Yes.
The Total Budget field now clears correctly with Backspace without auto-reverting.
Date input fields are wider to prevent the year from being cut off.
