Tasks & Workflow

Do you have the capacity to send sms messages or emails to clients letting them know the status of a job each time it moves on?

Is there a way that tasks don’t appear for clients that are prospects? Seems to clog up the list when we can’t work on them yet.

At the moment, if a deadline on a task, for instance on an accounts preparation task, gets extended, the system creates another task with the new deadline and marks the current task with a banner 'To Delete'. Users are supposed to delete the old t...

When the progress bar is updated [mostly for awaiting approval/awaiting payment] it would be useful to be able to change the date. Currently the date is set to the date of action which will match the date an email was sent to the client however if...

I would consider it helpful to have an option to allow custom, manually created tasks to have frequency setting present to them (daily/weekly/monthly/quarterly/annually). It would allow us to save time on creating new tasks by hand and ensure cons...

Currently When an Accounts/Tax return Task is Generated depending on what services are required. AM will create the following tasks. Bookkeeping, Accounts preparation, CT600, Self Assessment, Companies House Submission. etc It would be helpful for...

Currently, all workflows attached to current tasks are linked to their respective template updates. If users amend the workflows on current tasks, the workflows automatically become dissociated with the workflow templates. This can make sense for ...

We are looking at using BM Workflow to deal with our onboarding processes.It is currently controlled by an unwieldly spreadsheet. For this to work we need the ability to report on all clients within the onboarding workflow and to see at what stage...

For tasks linked to custom created services, so which are not linked to a Companies House or HMRC official deadlines, it would be very useful to be able to change the deadline date of the task. As the system works now, the 'next due' date can only...

At present the Account Preparation task is generated with the final CRO B1 annual return date as the deadline date. There is no option to change the deadline date, such as for regulated entities whose accounts needed to be signed off within six mo...