Self-employed people can prepare accounts on the cash or under GAAP. The cash basis will soon be the default position. The client record should have the accounting basis selected so we can distinguish the method (in the same way we can on VAT regi...

If we need to add the same note to multiple clients, it is a case of going in one by one to add the note.

Categories for wip, eg, payroll, accounts, tax , consultancy.. so we can clearly see quickly where the outstanding wip is and bill on that specific category. eg, extra payroll costs in the year, click on wip payroll and raise invoice... i don't wa...

I'd like to be able to click to select notifications and then archive those in one click instead of having to archive them one at a time, if i don't want to archive them all.

Use the existing 64-8 functionality with Partnerships

If you need to upload update documents, it's frustrating to go into each document and turn off the request to e-sign. Would instead be more helpful to have a button on the main screen to just toggle on/off

Just like the system automates paye records reminders it should by default have a CIS records request reminder. If anything , the CIS regime is more punitive than PAYE. I've asked the BM staff and been told 'we aren't planning this..'

I REALLY, REALLY, do not want to have to remember to switch on Visibility: Allow Client to View & Download EVERY TIME I upload a document. It is a waste of my time and my staff’s time. We would not want to hide uploaded documents from clients ...

It would be useful to have a "today" button on the calendar that can be used when entering dates on eg Accounts Latest Action box, just like you get on the Outlook calendar when inputting an appointment.

This would be useful because at the moment when the LOE is downloaded to PDF by a client, the formatting, spacing and overall look of the LOE is poor.