Tasks & Workflow

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...

When I select to filter tasks by Accounts Irish it shows me both the Accounts Preparation and CRO deadline task. There is no build in option to allow me to only see the Accounts Preparation task

When creating a recurring task the only date options are to enter the task creation date, and the days until the deadline. It does not allow you specify the deadline date, say 30th of June. Specify deadline would be more useful that having to calc...

Currently the Task list shows the client, task, progress and deadline. Being able to add the main contact name to the list gives the advantage that when reviewing the list of outstanding tasks to be completed you may not recognise the company's na...