Administration

I would like to send an email to directors but BM does not have the functionality to do this.

Have a Date Box for change of address

It would be useful to have both annual and monthly fees in the services section. This could reflect any annual charges that are invoiced monthly as well as one-off charges that are charged once a year, for example.

For NON VAT clients there is a section for VAT, and its set to Bi Monthly and has a VAT registration number in. But they arent a VAT client so this is incorrect Also it would create tasks which are not needed

Currently to access the calendar we need to go into tools, and 'sms meeting reminders' which is a bit backwards. I'd like to see a calendar tab, with an option to have the calendar in full view on the home page as a pin. The calendar isn't very ef...

Be able to group staff; e.g. Tax team / accounts team/ managers / or whatever you like. The ability then to allocate sub-tasks to a group rather than individual staff members.

On the Contacts tab in clients where you can add contacts associated with the client that are not or do not need to be set up on BM, it is for the UK, is there anyway to change it to Ireland version so it says PPS number not NI number etc I have a...

When we are setting up new clients, there is button to AML check on the client page - we should have a button on the client page that invites them into the portal (without going into people section then searching for the client)

It would be useful to delete of time sheets in bulk, as in I merged two databases together including Timesheets from 2023 that was not needed on the merged Database so it would be nice to have the option to go in and delete them in Bulk instead of...

LLP companies do not show a "View On Companies House" link at the top of the Contact card. Please could it be considered to include the link on LLP clients where the company number has been set.