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

Some of my tasks will take weeks until completed due to awaiting client info etc. And i believe it would be useful if when marking a subtask as complete, that there be an option where we can insert a date. This date would be the date that we under...

it would be great if we could add a filter to bookmarks that allows us to see the date in which the risk assessment was last completed for a client. for example, i would like a bookmark with the following columns: Client Manager Risk Assessment Le...

Make it clearer ID checks are completed

The 'Export Current WIP' button on > Time > Work In Progress exports everything. The implication is that 'current' might be that currently selected, such as 'Current WIP' tab or something else. It only exports all WIP ever recorded. There ...

Hi there, I hope everyone is doing OK. I needed to double check if I had set up a delayed/scheduled notification for something I had to do/check in the future. I could not find where to check delayed/notifications. I asked the AI assistant where I...

It would be useful for the staff member who uploaded a document for approval to be notified of its approval, rather than the manager of the job

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.

Would it be possible that if the client account registered address is the same as the accountancy practice that the reminders for HMRC authorisation codes are turned off/ supressed Maybe a toggle to say send auth code reminders if it cant be an au...