When I am looking at time spent on a client the export doesn't have the date next to the time entries, which would be very useful when I'm checking per client

Provide an option to view the annual projection fees by partner, not just by manager.

Provide in-depth insights/reporting into the projected revenue for your practice.

Hi, could the time logged (hours) be a new column in the Task export . The idea would be by having these extra columns it would allow me to compare the time logged to the time estimated time for each task. It would highlight tasks that are running...

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

All of the information on fees is in BM so a report would be extremely useful.

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 ...