Reporting

I would like to be able to download the fee projections as an excel file.

We need a report to be able to see which clients have bespoke automation attached to them and the terms associated with that automation At the moment this can only be seen by going into each client individually and clicking on the automation tab

It would be nice to be able to run a report for archived clients that show the date they were archived

I REALLY, REALLY, do not want to have to remember to switch on Visibility: Allow Client to View & Download EVERY TIME I upload a document. It is a waste of my time and my staff’s time. We would not want to hide uploaded documents from clients ...

Only client managers get notified when clients upload documents however the admin (users with the right permission) would also like to know when clients upload documents via reporting.

It would be useful for the task report, when exported, to show the manager of the client as well as the assignee so that managers can plan their upcoming work

For a client she added driving licence documents today, but I received no notification, even though I set up the client and am partner. So I could be on the phone to her, or e-mailing her, asking for her driving licence details, when she has alrea...

Whilst checking the tasks I noticed that AM does not include tasks for CS01 for LLPs. These are for LLP clients that were imported from Digita. On further investigation I found that the LLP Companies House numbers had not been imported. I guess it...

Can this information be viewed on a widget as soon as users login to AM on the overview page.