Clients

Keeping track of clients ID expiries would b very useful to ensure compliance with AML regulations. I have been able to set up a new field on the clients file to allow me to put the date in but it doesn't covert to a task so there are no reminders...

Add a function to allow recurring invoicing including an approval process and a report/summary of all recurring invoices

To have sole trader as a selectable client type

They should be some options within the Clients page to enable us to update the Practice / Manager field in bulk. If 'Hannah' is the Manager for 500 clients and we want to split that between 'Amie' and 'Dean' on a 250 each basis - we have to go in ...

To support Prospect Follow Up notification, add (or replace with) a Prospect Follow Up email that uses a standard template like other AM emails - this could be automated to save time in following up manually.

Some companies/partnerships have a number of directors/partners, all of whom may need to approve, or sometimes just one or two. Other clients have internal accountants/bookkeepers who they want to be able to view, but not approve documents (or may...

Would be really helpful to have the ability to add Client meetings dates (whether face-2-face or virtually via Teams, Zoom etc) and the ability to log minutes and updates from the meeting. It may be that it comes as an integration with another pie...

Make it clearer ID checks are completed

Feature request: Hide service fees per user settings It is not currently possible to customise staff access to hide service fees. It would be positive to see this feature added, perhaps added as an extension of 'Hide Fees Projection' option under ...

Ability to edit manually entered notes would be helpfull. :)