I'd like to be able to copy an existing recurring task to simply add it for a new client rather than having to create a new one from scratch each time. Inevitably I do something slightly different time.

To help with data quality and capture basic essential details before saving. Could we have a small number of mandatory fields when creating a new client - Name, Address, email, phone number, Client Type and Nature of business ?

Please consider extending the 'Staff Task Default Allocation' settings to include custom created services.

In the people dropdown on workflows it currently gives the options; task assignee, client manager and a list of staff members. This change would make it so that task monitor and partner are selectable people for workflow steps. This fixes an issue...

Option to change the payroll frequency.

If workflow manager either sort alphabetically or add sorting to the columns to make it easier to find templates for editing

We no longer use Quickbooks integration but the invoices raised when it was linked to our BM means I cant edit the invoices or mark them as paid (unless paid in full), also i cant add a part payment on these invoices either as they were done in BM...

Add Revenue vs Cost Reporting View profitability within a given time period Segment profitability reporting by Client Service Client Manager/ Partner Assign non-time client costs Allocate practice costs

To be able to set up automated reminders for specific emails not related to accounts records requests.