Some companies/partnerships have a number of directors/partners, all of whom may need to approve, or sometimes just one or two. Other clients have internal accountants/bookkeepers who they want to be able to view, but not approve documents (or may...

It would be useful to have the client name on the statement name when we invoice it so when it comes into our inbox we can see straightaway who it is for instead of having to go into the statement everytime, not all emails to clients contain the c...

Timeline is a fantastic tool, albeit missing a few features to make it even more inclusive. Users have commented on Timeline standard view being flag format, not being easy to scan read. Could an option be added to provide switching to single colu...

It would be great for small businesses to have the ability to use one member of staff for different tasks. So bookkeepping set at one rate, and accountacy service another. Small businesses may have limited staff, but lots of work.

The data fields that are currently available to Zapier are fairly limited. There is quite a lot of information collected in our CRM that I want to push into AM when a prospect becomes a client that I still have to do manually, and similarly data w...

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.

At the moment the xero invoice integration pulls through draft customer invoices. Sometimes staff use these for the clients bookkeeping but they are subject to change before approval so they can end up with a mismatch to the payment. Only approved...

Make it possible to upload documents, so all of the clients of certain client types (e.g. limited company, self-assessment, sole trader) can access guides (or this type of document) without us having to upload them individually. Custom forms can b...

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

When you are in the invoicing lists and you go into mark the invoice paid on a specific date it would be helpful that when you save that information it brings you back to the invoicing list exactly where you were, as if you were searching a partic...