Under the PAYE section it would be good to have an option to create an auto task to complete payslips for client monthly/weekly4weekly. You will also need a 'start from date' so we can control the date it generates. Some Clients sometimes have wee...

It would be really useful if you could choose the background colour for the Progress position ie 'Records requested' in red is fine, but 'To review' would be good if it was green - as I have done the work and passed on for review, I will not be ab...

A mockup attached. Files could be stored in Document under "Notes"

We tend to work to target dates so these tasks are being created but only with a deadline date so the target date has to be set manually.

Being able to change the Target Date from the task list would be great and save time especially when changing multiple target dates.

I like the ability to capture a lot of information about each client - but we find ourselves searching through lots of completely blank fields that are irrelevant / unused in our practice to get to the data we want. I would like to be able to cust...

When linking with Xero, the client reference number should also link.

I like the fact you can log a client's Nationality on BM, what would be more helpful would be if an additional box could be added to confirm a clients residency. This would provide a lot of clarity.

I've trained my clients to check their addresses, officers and shareholders but they now stumble over the new CoHse requirements for a registered email and the "lawful use" statement. I want to be able to somehow highlight or emphasise those 2 poi...