Would be really helpful to have the ability to add Client meetings dates (whether face-2-face or virtually via Teams, Zoom etc) and the ability to log minutes and updates from the meeting. It may be that it comes as an integration with another pie...

If time is logged to a task, Task Progress should automatically move to "In Progress" rather than having to manually update the task.

To have sole trader as a selectable client type

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...

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.

Speed up the moves from one page to the next. It takes too much time to use the system.

The following idea would be very useful especially for long workflows, when several staff members need to complete subtasks on a workflow, and when there is not necessarily a chronological order of subtasks groups to be completed. For instance, fo...

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.

We have staff who have time off in lieu and then make up their time later. We need to see how much time the staff owes or company owes them. We had a meeting with Killian to try and find a way around this but no solution was found as minus hours a...