New Features

Reports & Analytics

WIP Balances with Advance Time and Xero Invoices Report

• New comprehensive report showing client WIP balances broken down by total WIP balance, Xero imported advance time, and other advance time balances

• Includes filtering by client, partner, manager, and office

• Available in Time and Billing category

Jobs Held By Admin Team Report

• New report for tracking jobs held by administrative team members

• Includes filtering by system, manager, and holder

Cumulative Tax Returns Report Enhancements

• Added drill-down functionality allowing you to click on Jobs or Achieved columns to view detailed client records

• New Office (Preparer) grouping option for better organisation

• Added totals row showing sum of Jobs, Achieved, and overall percentage

• Includes Date Sent column showing latest tax return send date

Dashboard Widgets

Jobs Linked Widget Enhancement

• Added Holder column showing who is responsible for each job

• Displays user initials, pool assignments, or team names as appropriate

• Matches functionality of Widget 403 (All Jobs)

Region Analysis Enhancement

• Added filtering options including overall, linked, held, and linked as position

• Added "view as user" functionality to see widget from another user's perspective

• Improved widget heading to show active filter type

Tax Progress Monitor Widgets

• Added discipline-specific filtering for practices with multiple disciplines

• Widgets now show separate options for each discipline when adding to dashboard

Calendar Widget

• Fixed issue preventing deadlines and targets from displaying in October 2025 and beyond

• Calendar now correctly shows all scheduled items for future months

User Interface Improvements

Searchable Dropdown Menus

• Converted staff selection dropdowns throughout the application to searchable format

• Implemented in Job card staff field selections (Partner, Manager, custom staff fields), Client listing page filters (Partner and Manager), and Scheduler team filter

Workflow Editor

• Added Step Order field to workflow step editor for custom step ordering

Billing & Time Management

Add Category Functionality

• Enhanced category popup with improved validation

• Added support for adding categories when no WIP rows exist

• Improved handling of advance fees

• Client-specific behavior when adding categories from client total rows

• Category disabling for existing client/category combinations

Bug Fixes

Authentication & Security

Two-Factor Authentication (TFA)

• Fixed "Trust this browser" feature that was incorrectly expiring after 2 minutes instead of 30 days

Job Management

Job Card Page

• Fixed visual jump/scroll issue when completing job fields

Completed Jobs Display

• Limited completed jobs list to show only the 10 most recent items

• Added visual indicator showing "(Showing 10 of X)" when more completed jobs exist

Workflow Actions

• Fixed issue with most recent workflow action display

• New workflow action: Bypass where job office is/isn't specific office

• Improved traffic light blocking to be job-agnostic

Client Management

Client Editor

• Fixed missing dropdown in editor interface

Users List

• Fixed issue with office filter showing incorrect active status

Timesheet Management

Timesheet Editing

• Fixed issue with editing timesheet minutes and deleting timesheets

• Improved accuracy of timesheet time calculations

Integration Fixes

Xero Integration

• Fixed URL issue for linkback to Glide from Xero bills

• Improved webhook logging for better troubleshooting

• Enhanced webhook signature verification

API Enhancements

Users API

• Added new fields to users API endpoint: RoleID (User's role identifier), ClearanceLevelID (User's clearance level), OfficeID (Office identifier when offices are active), and OfficeName (Office name when offices are active)

• Maintains full backward compatibility with existing integrations

• Added manager and partner columns to Progress Overview Report

• Fixed bug with Traffic light (Missing client field data)

• Changed max length of internal name of templates to 128 from 32

• Fixed backward compatibility issue with 'take path' API call

• Added mechanism to grant higher traffic limit API keys in certain situations

• Added client filter to All WIP report

• Added office filter to system wide Timesheets report

• Fixed system import issue with settings linked to global client fields

• Improved export to CSV feature for Time Analysis report

• Extra filter added to Client Profitability Report

• Fixed issue with regions list backend call

• Stopped users being able to edit their own historical timesheet minutes

• Created office endpoints for Glide API

• Fixed typos in API documentation related to get/set

• Added disable TFA button for super users

• Tweaks and improvements to new billing screen

• Added API endpoint to get user ID from email address

• Improvements to various new reports moved over from old custom reports system

• Fixed issue with webhook calling from Create Client API endpoint

• Massive speed improvements to Progress Monitor widget when viewed by Group

• Create client via API now calls webhooks setup for create client event

• Fixed issue with footer on Scheduler screen

• Fixed issue with edit job sub-system change from inactive to active not visible

• Added two new colours to the sub-system colouring options

• Fixed issue with Fixed Year System Grouped Table Widget links

• Enabled teams in client information dropdown for all customers

• Fixed issue with importing invoices via Excel

• Added new report - Jobs with Comments

• Added new report - Clients with Comments

• Fixed query editor issue with deleted/left users

• Increased size of maximum workflow diagram that can be shown

• Hid type of staff field on query editor that made no sense to show

• Fixed issue with system config page footer

• Fixed issue with clients page bulk send of emails

• Updated visibility of delete button for saved reports in query editor

• Fixed issue with Google Drive integration token refresh

• Improved editor dropdown fields that were showing too many options

• Added Office editor

• Improvements to API keys page

• Added scheduler event height based on length of event

• Client card word wrap issue fixed

• Upcoming Deadlines widget speed improvements

• Fixed issue with import clients via Excel with many columns

• New deadline: ATED

• New Billing Screen rollout to various customers