The New Job Board

The Jobs Held Board has been completely re-imagined as a modern, drag-and-drop Job Board.

See your jobs as cards on a board, grouped by person, office, workflow system, stage or position, or laid out by target and deadline dates. Drag and drop to reassign work. Drag a card from one person's column to another to change the job holder. Glide records the change in the logs, and even offers to reallocate the previous holder's other job positions at the same time.

• A proper Pool column. Jobs in the pool get their own column: drag jobs into the pool to make them available to the team, or drag one out to pick it up.

• An Unassigned column on position boards, kept on the left where you can see it, so nothing sits forgotten without an owner.

• Powerful filtering in a tidy slide-in panel: filter by team, office, stage (multi-select), region, sub-system or a client search, with an "Include linked?" option and an All / Linked / Held personal scope.

• Flexible date views. Filter by how close jobs are to their dates, with multi-select proximity options and fully custom from/to ranges.

• A draggable stage ladder lets you narrow the board to a window of stages, with the system's usual visible-stage band marked so out-of-the-ordinary jobs stand out.

• Smarter cards. Cards show the stage description, job date, age in days, a traffic-light urgency dot, and Companies House validation status; the card popup shows how long a job has been at its stage and with its holder.

• Save your favourite boards. Save a board set-up (including relative date ranges like "next 30 days"), reopen it from a menu, update it in place or save as a copy, and delete ones you no longer need.

Search, Transformed

The global search box in the header bar has been rebuilt into a much more powerful tool:

• Smarter matching and ranking — results are ordered by how well they match, and jobs are ranked by urgency, so the result you want is at the top.

• New search scopes, including searching by National Insurance number and UTR, plus an office filter.

• Personal filters: "I am partner", "I am manager" and "I am linked" toggles show just the clients and jobs that involve you.

• Richer results: client results show partner, manager and office; job results show the stage and current holder (including Pool and teams).

• Keyboard friendly: arrow through results, and press J on a client to jump straight to their jobs.

Scheduler: Repeating Events

• Recurring events have arrived. Set an event to repeat daily, weekly, monthly and more, Outlook-style — and Glide creates the whole series for you. Edit or delete a single occurrence or the entire series, and the pattern can be changed at any time.

• Excel export fixed up. The Scheduler exports no longer produce blank events or row headers, category colours come through correctly, and exporting the 15-minute view no longer fails.

• Configurable day hours – you can now set the start and end visible hours for the scheduler day view.

New Reports & Pages

• Tax Performance. A modern successor to the Personal Tax Performance report, with milestone stage labels, an on-time analysis option and click-through drill-downs.

• Pass-through Report. The pass-through report has been rebuilt and has a new look, additionally you can now save multiple named configurations and switch between them.

• Recently filed according to Companies House. A new report showing clients with recent Companies House filings, with filing-type and date-range filters and saveable set-ups.

• WIP / Cost drill analysis. New drill-in analysis pages for digging into WIP and cost figures.

• Charge Rates report – now shows an "Importance Order" column on the right-hand side, so you can see at a glance the priority order of each charge rate.

• User Activity report – a new superuser-only report showing logins and an activity heatmap, with a "most days active" ranking, an active-users summary, office and initials columns, and an Excel export. For long date ranges it reads the activity archive so the history goes back further.

• Traffic Lights report (rebuilt) – the high-priority jobs drill-in has been replaced with a modern report showing high-priority jobs by deadline urgency. For each job it shows the deadline driving its traffic light (name, date, days remaining or overdue), colour summary boxes, a clickable per-system breakdown and inline comments. The deadline "lights" in the menu bar now open this report pre-filtered by colour.

• Tax Tracker – a new report for tax-year-based workflow systems, giving you an at-a-glance view of where each client sits in the tax-year process.

• Phase-Based Turnaround – a flexible, configurable turnaround report. You can define your own phases (each with its own name), pick the start and end points, and save your favourite configurations to re-use later.

• Two Factor Authentication Report (in the Users section) – shows which users have two-factor authentication set up. Visible to super users only.

• Non-Productive Time Analysis – breaks down non-chargeable/non-productive time.

• Missing Trigger Dates – highlights jobs that are missing their trigger dates so nothing slips through the net.

• Weekly Time-Recording Goal & League – set a weekly time-recording goal and see a league table, including a historical week-by-week view.

Dashboard Widgets

• New Target Monitor widget – a dashboard widget that monitors progress against targets, with a totals row, dividers, and a "No Target" badge that links straight through to the matching jobs.

• "View as Team" everywhere – the "view as a team" option has now been rolled out across the remaining dashboard widgets (my tasks, tasks for others, the staff-holding, deadline, target, stage-analysis, jobs-linked and calendar panels, and the optimised deadline/target widgets), with a consistent team picker and a clear dashboard-wide indicator.

• Dashboard templates – the template management page has been modernised, and templates can now be linked, re-synced and viewed live.

• Widget comment fixes – fixed the widget comment pop-up not reopening without a page refresh, cleared up stale comment caching and double-encoded characters, and added a system option to show precise times instead of "x minutes ago".

Report Improvements

• Phase-Based Turnaround now has Excel exports, clickable KPI drill-ins and tidier name formatting, and it runs faster; also fixed the filter dropdowns not opening after scrolling the page.

• Traffic Lights report: a new Stage column shows exactly where the driving deadline sits in the workflow, with tighter dates and a more readable layout.

• Weekly Time-Recording League: you can now filter the league by team.

• Query editors: the latest comment and comment count are now available as outputs and filters, and the "Other" client type is shown and filterable properly.

• Faster reports across the board. Several reports that used to be slow have been substantially sped up. The Tax Tracker in particular is now dramatically quicker on large practices.

• Download to CSV. Many reports now offer a reliable "Export to CSV" download that streams the data straight to your computer, so even very large exports no longer time out or run out of memory. This now covers Time Analysis, Time Summary, Billing Summary, Fees, Expenses, All WIP, Staff Productivity, Client Profitability, Services Provided and more.

• "Create Report" first. Reports now wait for you to set your filters and click Create Report before fetching data, and the CSV download button only appears once a report has actually run – so you don't accidentally export an empty or stale report.

• Better Reset Filters. The Reset Filters button now properly clears the on-screen filters and restores sensible default date ranges (typically the last month) instead of silently re-running.

• Jobs Excel export now uses a per-system column layout when you're viewing a single system, so the export matches what you see on screen.

• Various smaller fixes, including the "entries per page" dropdown occasionally going blank, bunched-up column headers, and CSV cells being properly cleaned so spreadsheets open them safely.

Workflows, Jobs & Systems

• New workflow action – a "Traffic Light (Missing tag or email)" action that flags jobs whose client is missing a required tag or email address.

• "Next target date" filter – the Systems screen now has a per-discipline "Next target date" range filter, including a "No target set" mode for jobs with no target date. The jobs grid no longer includes completed-stage jobs when this filter is in use.

• Client Info – a client record now shows a count of active workflow systems alongside the active jobs total, and active job counts on each workflow tab.

Clients & Data

• Bulk client-code updates: a new Excel import tool lets you update client codes in bulk, and every code change is now recorded in the client's event log.

• Client import improvements: partner and manager changes made via import can now cascade to job holders.

• Tag auditing: Glide now records who applied a tag to a client or contact, and when.

• Tidier client fields: the Mobile, Telephone and E-mail field tags can now only be used once each, keeping client data consistent.

• Job offices: change the office linked to a job straight from the job card, and the Pool screen now shows an office column for multi-office practices.

• Companies House data tool: a new admin tool fills in missing client dates (year ends, confirmation statements and more) directly from Companies House.

• Faster job deletion: occasional slowdown on job deletion issue now resolved

• The Pool screen no longer shows comments from deleted jobs, and the client-code uniqueness check no longer wrongly flags the client you're editing.

Messaging

• Duplicate a message template: the modern template editor now has a Duplicate tool, so you can build variations without starting from scratch.

API

• Update clients by ID: a new endpoint lets integrations update a client using their Glide ID.

• API key IP restrictions: limit access to set IP addresses or ranges of IP addresses

• Added a new endpoint for client custom fields, and tidied up how default "dash" values are returned (now returned as blank).

Security & Permissions

• New permission: "Can use bulk operations on the jobs list" lets you control who can make sweeping changes from the jobs list.

Other Improvements

• An Offices link has been added to the Config menu.

• Client comment counts are shown more tidily on client screens.

• Behind the scenes, Glide now keeps much richer "last changed" information on every job (last stage change, last holder change, last event) — this powers the day counts on the new Job Board and future reporting.

• Faster client information tabs – the tabs on a client record now load on demand, so the page opens more quickly.

• Client and contact names are shown more consistently across reports.

• Numerous smaller reliability fixes throughout the system.

• Fixed issue where SSO systems still had password change functionality visible (was irrelevant).

• Fixed issue with new staff holding widget where an office filter was set

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