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

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would be useful if we could run a report to see which clients have joined in a particular month and which clients have been archived.

At the moment, if you change the progress on self employed accounts, the change is mirrored against the client's tax return. I may have the situation where accounts are "awaiting approval" but the tax return is "records requested" - the progress s...

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

Timesheet segments are in 15m intervals, so if a box is clicked it will start at 00, 15, 30 or 45. If there is a time entry already recorded on a day, it would make sense for the next entry to automatically begin at the end of this previous entry....

From Clients >People Portal Registration> Not registered on portal, it would be useful to see on this list which clients have been sent the client portal registration link and when. I am sending the link on a client by client basis but the l...

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

when you add time to a task, there should be an option to complete the task within the time recording section as well as having the option to update the latest action, instead of having to click into other sections of the website. this would be mo...

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,

Hi there, I would like to suggest an improvement idea in order to be able to quickly find the information and data users are after. Could you please add a 'client name' field in task filters? Many thanks, David M