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