--- title: "Update: 23/08/2026" description: Latest Updates --- [Skip to content](https://knowledge.easyaml.com/easyaml-update-version-1.0.3-0-0-0-0-0#main-content) English - Australia Show submenu for translations Open main navigation Close main navigation - English - Australia Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [easyAML Help Centre](https://knowledge.easyaml.com/?hsLang=en-au) 2. [News Feed](https://knowledge.easyaml.com/news-feed?hsLang=en-au) 3. [Latest Release Notes](https://knowledge.easyaml.com/news-feed?hsLang=en-au#latest-release-notes) # Update: 23/08/2026 ## easyAML Updates easyAML - Version 1.0.72 Release Notes ### New features - **AI trust deed reading ("Amelie").** Upload a trust deed — or ask the trustee to send it — and Amelie reads it and fills in the trust's details (name, type, people). A person always reviews and approves before anything changes. - **Decision capture.** When a compliance user excludes a party, dismisses a suspected trust, overrides registry data and similar calls, they record a reason. Every decision is saved and visible on the entity — one click to answer "why wasn't this person verified?" in an audit. Excluded parties stay visible as a collapsed row. - **Notification controls.** Users choose whose entities they get notified about (their own, their group's, or all), and can follow or mute a single client. - **Summary emails.** Instead of one email per event, users can choose one hourly or daily summary per channel. - **Clearer buttons on party lists.** Actions that can't be used show as disabled with the reason, instead of hidden or silently failing. ### Improvements - **Documents tab on every entity**, with named slots for key documents (company extract, trust deed…). - **Mixed trustees:** trusts can have individual and corporate trustees together (SMSFs still restricted). - **Reliance search is opt-in** — both firms must turn on participation in Settings — and firms can now send questionnaires and SoF/SoW requests to individuals they received via reliance, free of charge. - **Frozen sign-off records:** viewing a past, signed-off version now shows it exactly as it was — later changes no longer bleed in. - **Police-check guard:** checks now hold with a clear message if the account is missing its city/state, instead of lodging incomplete. City is editable in Settings. - **Split billing:** shares can be usage-weighted, and on cancellation each participant gets their own final invoice. - **PDF export on every entity type**, a status column on SMSF/partnership/sole-trader party lists, and "UBOs" renamed to "Parties" with a consistent layout everywhere. - **Clearer statuses:** "Requested", "Not Started", "Partially Verified", "Excluded from Verification", "Complete" — same statuses, clearer words. The Usage table and CSV now show client names instead of internal IDs. ### Fixes - **"Assessed By" on the Summary Report** now names the officer who made the identity decision, not whoever downloaded the PDF ("-" if the match was fully automatic). - **Abandoned ID verifications** no longer block transaction sign-off. - **Never-screened individuals** now correctly show "Pending" instead of "Clear". - **Password-protected PDFs** are rejected at upload with a warning, not later at signing time. - **Source-of-wealth/funds document links** in questionnaires could show broken for some individuals — fixed. - **Duplicate invoices:** a rare timing bug that could double-invoice an account is fixed at the root. - **Overage estimates:** child accounts in a group now see their own estimate, not the whole group's. Manually granted credits now appear in the balance immediately. - **Invoice line renamed:** "Transaction credits applied" → "Subscription credits applied" (same discount, clearer name). - **Training report:** exported percentages now match the dashboard, and staff search works. - **Notification security:** notifications are no longer sent for entities a user can't access (deliberate tightening — some users will stop receiving some notifications). - **Editing after amendment:** indirect entities (e.g. directors) can be edited after amending a signed-off transaction, and an indirect entity can be marked as a direct customer. - **Cosmetics:** broken photos on screening matches are hidden, dark mode display issues fixed, softer PEP wording ("may be required" instead of "is required"). - [easyAML Set-up Checklist](https://knowledge.easyaml.com/easyaml-set-up-checklist?hsLang=en-au) - [Training Videos](https://knowledge.easyaml.com/training-videos?hsLang=en-au#main-content) - [Register for Upcoming Webinars](https://knowledge.easyaml.com/training-videos?hsLang=en-au#register-for-upcoming-webinars) - [Previously Recorded Webinars](https://knowledge.easyaml.com/training-videos?hsLang=en-au#previously-recorded-webinars) - [FAQs](https://knowledge.easyaml.com/faqs?hsLang=en-au#main-content) - [General](https://knowledge.easyaml.com/faqs?hsLang=en-au#general) - [AML/CTF basics](https://knowledge.easyaml.com/faqs?hsLang=en-au#aml-ctf-basics) - [Getting started](https://knowledge.easyaml.com/faqs?hsLang=en-au#getting-started) - [Compliance Program](https://knowledge.easyaml.com/faqs?hsLang=en-au#compliance-program) - [Customer Due Diligence (CDD)](https://knowledge.easyaml.com/faqs?hsLang=en-au#customer-due-diligence-cdd) - [Training](https://knowledge.easyaml.com/faqs?hsLang=en-au#training) - [Reporting](https://knowledge.easyaml.com/faqs?hsLang=en-au#reporting) - [Sector Coverage](https://knowledge.easyaml.com/faqs?hsLang=en-au#sector-coverage) - [Pricing & Plans](https://knowledge.easyaml.com/faqs?hsLang=en-au#pricing-plans) - [Sales & Onboarding](https://knowledge.easyaml.com/faqs?hsLang=en-au#sales-onboarding) - [Trusts & Complex Structures](https://knowledge.easyaml.com/faqs?hsLang=en-au#trusts-complex-structures) - [Reliance & KYC Sharing](https://knowledge.easyaml.com/faqs?hsLang=en-au#reliance-kyc-sharing) - [ACMA SMS Sender ID Register](https://knowledge.easyaml.com/faqs?hsLang=en-au#acma-sms-sender-id-register) - [Quick Answers](https://knowledge.easyaml.com/faqs?hsLang=en-au#quick-answers) - [How-to Guides](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#main-content) - [Tasks](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#tasks) - [Transactions](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#transactions) - [Entities](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#entities) - [Insights](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#insights) - [Training](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#training) - [Compliance](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#compliance) - [Reports](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#reports) - [Account Settings](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#account-settings) - [Billing & Plans](https://knowledge.easyaml.com/how-to-guides?hsLang=en-au#billing-plans) - [KYC Information](https://knowledge.easyaml.com/kyc-information?hsLang=en-au#main-content) - [Client Resources](https://knowledge.easyaml.com/kyc-information?hsLang=en-au#client-resources) - [Person being verified](https://knowledge.easyaml.com/kyc-information?hsLang=en-au#person-being-verified) - [Glossary](https://knowledge.easyaml.com/glossary?hsLang=en-au) - [Integrations](https://knowledge.easyaml.com/integrations?hsLang=en-au#main-content) - [General](https://knowledge.easyaml.com/integrations?hsLang=en-au#general) - [Action Step](https://knowledge.easyaml.com/integrations?hsLang=en-au#action-step) - [Clio](https://knowledge.easyaml.com/integrations?hsLang=en-au#clio) - [XPM](https://knowledge.easyaml.com/integrations?hsLang=en-au#xpm) - [Scantek](https://knowledge.easyaml.com/integrations?hsLang=en-au#scantek) - [News Feed](https://knowledge.easyaml.com/news-feed?hsLang=en-au#main-content) - [Latest Release Notes](https://knowledge.easyaml.com/news-feed?hsLang=en-au#latest-release-notes) - [Support](https://knowledge.easyaml.com/support?hsLang=en-au) [![easyAML-Logo\_Magenta](https://knowledge.easyaml.com/hs-fs/hubfs/easyAML-Logo_Magenta.png?width=200&height=47&name=easyAML-Logo_Magenta.png "easyAML-Logo_Magenta")](https://easyaml.com/) Copyright © 2026, easyAML