Clients want to see the number of hours on a project so they see value for money. The transparency is huge and this prevents queries and questions

To be able to move folders and group them within another folder. I have a client where monthly payroll folders have been created and I have a list of 12 monthly folders that I would like to group in one as an annual folder - Can't move them :(

Accountants often need to keep an ongoing record of client interactions, calls, emails, decisions, agreements, and next steps. That isn’t well served by the current Notes function. These details are crucial for continuity, handovers, and complianc...

You can only add two people as a contact so if a company had more than two directors there is no feature to add " director" wording so the database is then inconsistant

Please could it be considered to provide an API to allow programatic updates via external sources, such as Zapier. Whilst it is understood a Zapier intergration is available, this is somewhat limited in functionality and fails to provide many need...

Currently we can select to be automatically BCC into manual emails but this does happen when the manual email is sent as a reply from the client’s timeline

To add a feature where you can lock a staff members timesheet for a particular period (each week for example) when it's been completed and checked to make sure it's correct.

Currently the only option for the sender of automated record requests is the client manager or task owner, change this to allow users to select which user email the reminders are sent from

Ability to premanently remove staff. BM say they rmeian incase you wish to reactivate them however its is unlikley if the staff meember left several years ago

Having a overview widget on the main dashboard, showing number of documents waiting on client approval, and number of documents approved/signed by clients. Having the notifications icon listing all the actions can create a long list to wade throug...