You can now send payroll and journals to Xero, and bank feeds are more reliable.
Fixed: being sent back to set-up after signing in — Some existing users, particularly after two-step verification, could briefly land in the new-account set-up flow when signing back in. Treldy now only shows set-up to accounts that really haven’t finished it.
Fixed: bank transactions could be counted twice or left in your attention list — Bank feed transactions are now posted to your accounts exactly once, even if a sync is retried, and the attention list now matches each transaction’s real status, so items you’ve handled no longer linger. Interest payments are also matched correctly when feeds are tidied up.
New: send payroll and journals to Xero (opt-in) — If you keep your books in Xero, you can now connect it from the new Apps section of Settings and choose to export pay runs and journals there. It’s off until you turn it on, and the connection is stored securely. Accounting integrations now live together under Settings → Apps.
Fixed: Xero exports are now paced to stay within Xero’s limits — When Xero asks Treldy to slow down, exports now pause and resume automatically instead of failing.
Clearer Xero error messages — If Xero rejects an account during export, Treldy now explains what went wrong so you can fix it, rather than showing a generic failure.
Bank transaction categorisation fix
A behind-the-scenes fix so a categorised bank transaction can no longer end up silently stuck.
Fixed: some categorised transactions could get stuck and disappear from view — A small number of bank transactions that had already been categorised — by you or by Treldy’s assistant — could end up in a broken state where the transaction was marked done but the accounting entry behind it never actually saved. That hid the transaction from your attention list and blocked you from fixing it by re-categorising. Categorising a transaction is now saved as a single all-or-nothing step, and an automatic check finds and reopens any transaction still affected so it’s ready for you to correct.
New financial year tax tables & payroll accuracy fixes
The new financial year’s tax rates are now applied to pay runs, plus fixes to your super reporting and bank transaction categorisation.
Updated PAYG withholding for FY2026–27 — Pay runs paid on or after 1 July 2026 now use the ATO’s new PAYG (Pay As You Go — the tax withheld from each pay) rates for the new financial year, including the updated study and training loan (HELP/HECS) withholding amounts. Pay previews and pay runs now match the ATO’s official tables exactly.
Fixed: Super Liability report could show the wrong amount owed or paid — This report (under Reports) previously only recognised super contributions paid through Treldy’s own clearing-house payment flow. If you’d paid super another way — for example, a manual bank transfer — it could keep showing that amount as still owed, and the total for the quarter could also be wrong. It’s now worked out directly from your posted pay runs and matched against the super payments actually recorded in your accounts, so the figures reflect reality.
Fixed: bank transactions could be re-checked by the AI over and over — When a bank line didn’t match a learned rule, Treldy’s assistant would suggest a category for it — but kept re-suggesting the same transaction every hour instead of settling on one answer. Each transaction now only gets a single AI categorisation attempt, so suggestions land faster and aren’t needlessly repeated.
Strengthened security record-keeping — Hardened the audit trail that records who accessed or changed what across your account, making it tamper-resistant and kept for the required retention period — useful for investigating unusual activity and as compliance evidence (for example, if the ATO ever asks for it).
Privacy policy, terms of service & a public changelog
Two new legal pages, plus this changelog itself.
Privacy Policy — A plain-language page explaining what personal and business information Treldy collects, how it’s used and stored, and your rights over it.
Terms of Service — The terms that apply when you create an account and use Treldy, including your responsibilities and ours.
This changelog — You’re reading it: a running record of what’s new in Treldy, now published on the site so you can see what’s changed without digging through release notes.
Payroll and GST fixes
Two accuracy fixes: one in payroll, one in your GST reporting.
Fixed: editing an employee could get blocked by their own TFN — Because we only ever show you a masked Tax File Number (e.g. ***456) for security, saving an employee’s details without retyping it was incorrectly treated as an invalid TFN. You can now save changes without having to re-enter it — the existing TFN is kept automatically unless you type a new one.
Fixed: some GST-liable sales were showing as GST-free on your BAS — On your BAS worksheet (the periodic report you lodge for GST), sales that hadn’t been given a tax code were being lumped in with genuinely GST-free sales. That understated how much GST you owed. Untagged sales and expenses no longer get silently reclassified as GST-free — instead you’ll see a clear warning on the worksheet so you can tag them correctly before lodging.
Groundwork for Single Touch Payroll reporting
Behind-the-scenes progress toward reporting your pay runs straight to the ATO.
Single Touch Payroll (STP) is the requirement that Australian payroll software report pay events directly to the ATO each pay run. Before Treldy can offer this, it has to pass the ATO’s formal certification testing. This release built the plumbing needed to run that certification safely — a dedicated sandbox mode that talks to the ATO’s test environment instead of live systems, plus stricter validation of employee Tax File Numbers.
There’s no new payroll feature to use yet — this is preparation for STP reporting going live in a future release.
Home page rebuild, assistant redesign & statement import
A big front-door refresh: Home is now a prioritised "Needs you" inbox, the AI assistant got a full visual overhaul, and you can now import bank statements straight from a PDF or CSV.
New Home: the "Needs you" inbox — Instead of a generic dashboard, Home now leads with a plain-English greeting, a simple cash/owed/owe summary, and a focused list of the things actually waiting on you — overdue invoices, bills to pay, bank lines to review, and pay runs awaiting approval or posting.
Act right from the inbox — Confirm a suggested bank transaction category or send an invoice reminder directly from a Home card, without leaving the page.
Import bank statements from PDF or CSV — Upload a bank statement file on the Bank page and Treldy’s assistant reads it, extracts the transactions, and adds them to your feed — no manual entry, and duplicates are automatically skipped.
Assistant redesign — The AI assistant’s chat now matches the rest of Treldy’s look and feel: cleaner message bubbles, readable formatted replies (lists, tables, bold text) instead of plain text blobs, and friendlier indicators so you can see what it’s doing.
Simpler report date filters — The wall of period buttons on your Reports and BAS pages has been replaced with a single dropdown calendar picker, cutting the clutter and making it quicker to pick a date range.