it would be useful to be able to run reports on lists of clients who are not/are portal registered, unsigned/signed documents etc with option to add in columns so it can be exported to filter by manager/office location (we use client code to diffe...

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.

Ability to edit manually entered notes would be helpfull. :)

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

We are in the process of inviting our existing clients to register for the portal, however the list of clients is not searchable - can this function be added to save us scrolling through every unregistered client?

In Email manager, emails are automatically stored in a clients timeline if the email address matches their account, however I receive emails from suppliers, which would be good to track in a timeline the same way. At the moment I have to go in and...

When adding additional contacts on a client file i.e additional directors / PSCs there is currently no way of linking them to the client unless they are signed up to other individual services. It would be helpful if under the contacts tab this giv...

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

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...