If a task has been completed, staff are unable to post time to that task. This makes sense in theory, but does not work if staff are posting time entries late. If staff are catching up with time at the end of the day, the task will not be in the d...

It would be very helpful if, instead of the standard notification system that is in place (which seems to notify you around 1 day before a task becomes due, you could set up when you want to be notified by the system of upcoming tasks. For example...

When exporting filtered client lists to check statuses for VAT or Accounts, it currently just shows the 'Latest action Date' but not what the latest action relates to - can we have this detail added so that is is visible on the exported excel sheet.

When uploading documents I usually want to be able to amend the email that is to be sent notifying the client of the document. It would be useful to go straight that email.

It would be really helpful to be able to schedule a canned template bulk email to be sent at a specific time and date. For example, a reminder email to all relevant clients to pay tax on the 31st January, but set it up in advance to automatically ...

When you've made changes to a task, it can create a new tasks but keep the old task with a red 'delete' option in the middle of the task. It would be good to search all tasks available for deletion to review and delete these in bulk as they still ...

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

The existing Task Deadline overview on the dashboard provides an odd looking bar chart but doesn't give any useful information at a glance I'd like to see an option to add a section to the dashboard where you can view a detailed list of client nam...

On the new tasks list, on the side panel, it would be great and useful to have a 'Timesheet' tab added so controllers can check how much time has been spent on the task, by whom and the last time when time was logged on a task

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...