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