New Features
Workflow Editor
Export workflows as PNG images for sharing and documentation
New workflow action: copy a job date field to a client date field
Re-apply job field initial values to existing jobs
Charge Rates
New Charge Out Rates report with user and client filtering
Import and update charge rates in bulk from a spreadsheet, with a preview of changes before applying
Fee Information
Import fee information in bulk from a spreadsheet with inline error reporting
Budgets
Budget template editor with improved usability
Confirm and approve workflow for budget edits
Generate budget rows for existing jobs
Reports
New Leaver Assistant report to help manage staff departures
New Billed Recovery Detailed report with drill-through from the summary report
New Time and Expense inputs detailed report with drill-through from the summary report.
Added user filter and drill-in support on the Time Summary report
Added invoice filter to the Billed Recovery Detailed report
Comment badges now shown on job card widgets for quicker visibility
Dashboards
Delete and reorder dashboards from your user profile page
Staff & Skills
Enhanced staff tags and skills management with permission controls
Client Management
UK MTD Filing deadline field with optional working day adjustment
Added a Clear button for the Xero contact ID on the client page
Fee information tab on the client page now loads faster
Xero Integration
Improved Xero Bill Checker with force import option and better handling of expired connections
API
New fields available in the Clients API: Alternate ID and Next Year End
Job positions now included in the Jobs API
Set Job Position API endpoint
Bug Fixes
Workflows
Fixed an issue where the 'Save as Image' export could fail on certain workflows
Various fixes to action type settings and defaults in the workflow editor
Fixed workflow pool steps not filtering correctly in certain action types
Fixed job position recipients not filtering by active status
Jobs & Client Pages
Fixed calendar dashboard widget showing duplicate and completed job entries
Fixed a blank column appearing in the Jobs page spreadsheet export
Fixed trigger dates displaying incorrectly on the client page
Fixed traffic light indicators not correctly blocking on empty date fields
Fixed boolean field save and writeback issues
Fixed an issue when creating clients with missing parameters
Fixed job creation link checks being too restrictive for certain client field types
Reports
Fixed the Clients and Contacts report not handling certain mobile number formats
Fixed credit notes using incorrect entry dates in the historical WIP report
Fixed the View Charge Rates button linking to the wrong page
Comments
Fixed deleted comments still being counted in stage comment totals on job cards
Fixed comment text with special characters causing table display errors
Xero
Fixed special characters in data sent to Xero causing errors
Scheduler & Messaging
Fixed bulk message sending being blocked after only 3 hours instead of the intended 3-week window
Other
Fixed activation codes with invisible characters not being accepted
Fixed payment warning messages for unpaid invoices
Fixed the turnaround analysis report encountering an error on certain records
Improved data import reliability
Here are some of the newest features we have added to Glide and a summary of other fixes and improvements.
New Features
Budgets Module (available as a preview, contact us for details)
New budgets management system for job budgeting and resource planning
Create and manage budget templates with job sections and budget allocations
View budget information on client and job cards
Drag and drop budget items onto the scheduler for resource planning
Scheduler
Redesigned scheduler with improved interface
Team filtering using searchable dropdown
Drag and drop budget items onto scheduler
Compact/expand view toggle
Custom non-client activities (beyond holidays, sickness, training)
New Reports
Individual Clients and Contacts Report - view individual clients and contacts with type filtering and custom fields
Accounts Turnaround Data Report - track turnaround times through the accounts process, grouped by Manager, Partner, Preparer, Office, or Route
Jobs Completed This Week Report - view recently completed jobs with date range and route filtering
Widgets
Enhanced Jobs Held Widget
Advanced filtering by sub-system, client, stage, job date, and target date
Multi-column sorting with visual indicators
"Add linked clients" option to include related clients in filters
Predefined date ranges including UK tax months
Editable stored filters for workflow system/sub-system
Client Import Guide Tool
New interactive guide for Excel-based client imports
Shows available fields, data types, mandatory requirements, and default values
Mode selection (Create vs Update)
PDF export functionality
Bulk Job Creation
Ad-hoc bulk job creation feature for creating multiple jobs at once
Client/Job lists
Added details of latest comment (latest main comment, not reply)
Improvements
Deadlines/Targets Calendar
Added universe/discipline stored filters to filter deadlines by workflow system
Time Summary Report
Added Activity filter to filter by workflow systems or non-job categories
Query Editor
Enhanced tag counting for clients and contacts
Timesheet Entry
Changed sorting of clients to client code then name
Dashboard Widgets
Route column added to Jobs Held, Jobs Linked, and All Jobs widgets for specific systems
Improved empty row handling in widgets
Billing
V2 billing interface enabled for all users
Historical WIP Report
Fixed issue where systems with no offices defined received no results
Workflow Actions
Fixed issue where setting boolean fields across disciplines used incorrect reference
API
Added "Not completed" filter option to jobs list endpoints
Added JobDate field to job list responses
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