In Xero a sales invoice can be 'paid' either by entering a Payment, allocating to a Credit Note or by allocating a prior Overpayment. The current integration does not cater for all of these possibilities so invoices remain outstanding in Bright Ma...

Currently there is no option to attach files to replies within the BM timeline on the client record, if you need to attach anything you have to create a new email losing the original email thread. Can we please have this added as it means we don't...

more often than not invouces aren’t sent to the main or secondary contacts so it would be logical to have a dedicated field for email where invoices are sent to

the list view of tasks is too overwhelming, even when using the filter to narrow options. Can a Kanban system be used in AM either as its own task tab or drop down option, showing 3-5 columns of tasks; 'overdue' 'todays tasks', with a future view ...

Currently Payroll setup create tasks monthly. It would be good to also auto create tasks yearly for sending P60 and End of year submissions Also have a different option for Weekly, 4 Weekly and monthly payslips

When we are setting up new clients, there is button to AML check on the client page - we should have a button on the client page that invites them into the portal (without going into people section then searching for the client)

Allow more specific fields such as VAT Number and UTR to be able to be synced via the Zapier Integration.

Email summary of upcoming deadlines and/or reminders of work to be completed.

Allow conditional logic in workflows so steps/groups can be skipped or auto completed based on the outcome of another step/task