Currently the Bulk Action button only offers either to 'Complete' or 'Reassign' tasks. It would be useful to extend these options to include more of the common status types, e.g. 'Records Requested', 'Ready to file', 'Awaiting approval' etc. For j...

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

It would be useful to be able to add an expense to a client for example if i am sending records or letters and sending it registered post, this cost should be able to be put on the time sheet to include in the billing,

Create a to-do list on the dashboard where you can either type something in for each line or you can add a task to the list. Then once completed, click complete to remove the line from your to-do list (and mark the task as complete).

When uploading documents I usually want to be able to amend the email that is to be sent notifying the client of the document. It would be useful to go straight that email.

It would be useful if we could run a report to see which clients have joined in a particular month and which clients have been archived.

In Email manager, emails are automatically stored in a clients timeline if the email address matches their account, however I receive emails from suppliers, which would be good to track in a timeline the same way. At the moment I have to go in and...

Improve WIP export function to include advance filters (including time periods and current/invoiced/cleared) to allow external analysis more easily

Someone did say to me today that it would be good if you could move directly from a client's main dashboard/page directly to the list of tasks on the Tasks page, where all the jobs are listed for this client only. I agree with them. Currently, you...

It is great that we can now edit automated emails subject lines. However, I have just found out from the support desk that clients and accounts variables cannot be used when editing automated emails subject lines. It would be useful to be able to ...