Add debtor list export function

BM is currently missing a key feature that most accountants expect from practice management software: a clear, list-based view of upcoming deadlines on the dashboard. At present, deadlines are displayed mainly in graph format, which is not practic...

Example, client A has referred 10 clients this year who have onboarded. It would be useful to click on a section where we can see who has referred who instead of having to click on each client to see who referred them.

Currently there is no way to report if risk assessments have been completed. We are able to determine the level of risk using the field "Client Risk Level", however this filed can be manually updated by staff and doesn't guarantee that a risk asse...

Email summary of upcoming deadlines and/or reminders of work to be completed.

it would be great if we could add a filter to bookmarks that allows us to see the date in which the risk assessment was last completed for a client. for example, i would like a bookmark with the following columns: Client Manager Risk Assessment Le...

Extract all the information is in the portal in one spreadshet

The insights tools - allowing for easy filtering of WIP and chargeable time - can only be provided to people if they have full access. It would be great if this could be provided as a module that can be toggled on/off to certain individuals in the...

Ability to add Partner and Manager fields for sending out to teams.

Rather than having to download an export for the current and cleared WIP it would be very useful to have an option to select both onto one download or have an export comparison download.