Added route for each sub-system to the client query editor
Added route to the job query editor for first sub-systems
Fixed issue with copy/pasting into login fields potentially introducing extra characters
Added Partner field to the Pool screen
Fixes and improvements to the Companies House Live Integration feature
Fixed issue with wrong text shown on bulk operation (name instead of description)
Hid Companies House issues for client in issues list where client is not active for service
New: Archive a charge rate and it won't be offered when time is recorded
New: New report available - 12 month billing projection report - see fee info month by month
New: Glide AI Assist - our AI tool can rewrite your email templates using a different tone
New: Pool screen customisation for particular customers - contact us if you would like extra info shown
Fix: Added a missing deadline to the deadline tester page
Fix: Renamed 'Literal to Actual' in a deadline name
Improvement: Many updates and fixes to our new live Companies House feature which we're gradually rolling out to users, let us know if you would like to be next!
Fix: Tasks you created for yourself are no longer listed with 'Tasks for others'
API: Added extra checks to ensure new user email addresses are unique
Fix: Fixed minor issue with logging out having already logged out
New: Added auto step progress in workflow where boolean field is YES
Fix: Fixed small bug with traffic lights widget link
New: Added client and job to task widgets
Fix: Fixed issue when redeeming advanced time involving a pence value of less than 10.
Fix: Fixed issue when pasting in a Companies House number into the new client dialog
Fix: Fixed various minor issues with query tool
New: We are nearing completion of our new live Companies House integration. A huge amount of tweaks and testing is going on behind the scenes. We have a beta testing scheme for this significant new feature, if you are included in this you will begin to see a multitude of new features related to Companies House data appear on your system.
New: Created feature to only send emails during weekday office hours. Enable this on the Advanced Config page. So for example, if you created emails in bulk on the clients list page on a Saturday afternoon, these could now automatically be sent on Monday morning at 9am, rather than immediately on the Saturday.
New: Added Pool option to the jobs list holder dropdowns
Fix: Removed option to view 'All' on certain reports where it could result in a list of 1000s of items on one page.
Added filter on the Scheduler to view just your own schedule
Fix: 'Self links' no longer causes client's own jobs to be listed in jobs page connected clients list
New: Removed the word 'new' from the title of new bills
New: Changed the colour of the 'undo' button to make it less invasive
Fix: Fixed bug related to target dates being set not clearing older target dates for stage
Fix: Fixed a bug with the edit Xero code dialog on the client screen.
Fix: Fixed an issue with the query reporting tool where multiple dates stored on a job for the same step would result in multiple rows in the report, which was not intended.
New: Client formatted text field type created - use bold/italics/lists/tables in this new style of data field
New: Client formatted text fields can have defaults, a new screen has been developed to set these values
New: Added various fields to query editor including client incorporation date and Xero integration code
New: Traffic Light summary widget created - replaces the Systems Summary widget on all systems
New: System Summary widget available for re-creation on dashboards when required
New: Re-wrote undo stage move feature to include a pop-up with additional information
New: Added various deadlines for the Isle of Man
New: Added office column to staff summary page where active
New: Added Irish VIES statement deadline
New: Added link to help articles on editor page
New: Added API calls to retrieve addresses
New: Added Activity filter to Expenses report
New: Added client data to Invoice page items list
New: All Glide Time reports now include user initials alongside the user's name
New: Two Factor Auth feature now allows a trusted browser to be remembered, reducing the need to enter codes
Fix: Fixed issues with statuses on created email/SMS messages on the job card and client card.
Fix: Improved drop-down menu option wording on template editor to reduce possibility of confusion
Fix: Improved Traffic Light block connected to client multiple choice field drop down menu options
Fix: Improvements to query editor screens - including consistent groups across column selection and filters
Fix: Improvements to query editor filters to make filter options more intuitively worded
Fix: Improved consistency of drop down menus on Glide Time reports to ensure they are searchable/filterable
Fix: Fixed issues with Messaging Centre including some message states not being shown
Fix: Fixed issue on Expenses report where the total would be incorrect and improved wording
Fix: Fixed issue with client corporation tax status field on query editor when boolean field linked to client record
Fix: Fixed issue where system active and boolean fields had wrong query editor filter options
Fix: Fixed issue where some characters were not outputted correctly in generated emails
Fix: Progress monitor by stage graph format widget now correctly created where chosen instead of text version
Fix: Fixed issue with query tool not outputting full names of individuals thus creating confusion
Fix: Fixed issue with Scheduler month to month view not showing an item in a certain specific situation
Fix: Fixed issue where deleting a private client note did not refresh the screen
Fix: Fixed issue with login screen where email was case sensitive