Each year we need to work out whether we are charging clients correctly. We need to be able to filter chargeable time spent on a client to price the service agreement correctly and for better management reporting of our practice. Without having to...

Clients often have a work and personal email. There should be an option for a second email address for the client . This was a request for a second email address for one of teh contacts, not another contact. I don't think this facility exists curr...

When we receive a client email on Outlook, is it possible to get a prompt somehow from BM to email back through BM? It's easy to forget and happens alot that we will reply through Outlook and then your reply is not recorded on the timeline, this p...

Feature request: 'New Note' button always visible on client landing page. Save time (and page-loads) by adding a feature to enable 'New Note' on the client landing page, instead of having to navigate to Timeline to post a note.

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 ...

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.

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 ?