Timesheet - create Time log - in the Advanced section could the tasks ' Latest action' dropdown be included as an option for each log. I feel this would save duplication between updating tasks and time log . thks

Currently there is no way to report if risk assessments have been completed. We are able to determine the level of risk using the field "Client Risk Level", however this filed can be manually updated by staff and doesn't guarantee that a risk asse...

Keeping track of clients ID expiries would b very useful to ensure compliance with AML regulations. I have been able to set up a new field on the clients file to allow me to put the date in but it doesn't covert to a task so there are no reminders...

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.

Add a function to allow recurring invoicing including an approval process and a report/summary of all recurring invoices

An issue I have found with queued mass emails is that if I notice a typo once the emails are queued and pause the queue, I am unable to bulk edit the email to correct the typo, this can only be done by going into each individual email and with a p...

The ability to export the timeline as a PDF and/or editable word document. This would be useful where the client requests a history of communication or for any audit purposes.

To have sole trader as a selectable client type

We are currently working through our client list and getting them signed up to the portal in blocks, we dont currently have the automated email switched on as we want everything perfectly integrated first. When we inivite someone to the portal, th...