10.06.26 | Release Notes
Neil de Jesus
10 June 2026
What's New in Ailo
10.06.26
Bills AI - updates to confirmation process
What. The manual confirmation threshold for Bills AI has been increased from $1,000 to $3,000. Bills under $3,000 that meet Bills AI criteria do not prompt for confirmation anymore. As always, you are still in full control and no bills get published unless reviewed
Why. The previous $1,000 limit meant a large volume of routine invoices - particularly strata levies - still required manual confirmation. Raising the threshold to $3,000 brings most standard bills within the automated range, reducing manual handling without increasing payment risk.
How. Bills under $3,000 will no longer prompt for manual confirmation. You can still review any bill before it's paid by accessing it in your bills queue. Bills above $3,000 continue to require manual confirmation as before.
EOFY statements now reflect cleared transactions only
What. End of financial year (EOFY) statements for the 2025-2026 financial year now only include transactions that have fully cleared through trust. Previously, uncleared trust transactions were included, which caused discrepancies between monthly statements and EOFY statements.
Why. Each year, a portion of investor queries at tax time came down to one issue: the EOFY statement showing different numbers to the monthly statements they'd received all year. This update brings the two into alignment, so investors and their accountants see a consistent picture. Fewer queries means less time spent on tax season support calls.
How. No action needed. EOFY statements sent from 1 July 2026 onwards will automatically apply the updated logic. Investors will receive their tax summaries on 1 July as usual.


