To add the option to have more than just one PAYE frequency, for clients who have employees that are paid both weekly and monthly. Then If you want to email a specific message to clients who pay employees weekly, it would be useful to be able to f...

I'm getting notifications for clients CS01's being overdue yet it was submitted 16 days earlier and the information against the record has updated and rolled forward with the new date for next year but the notification still says overdue. Using In...

At the moment you can have 10 clients all with the same identical Internal Reference IDs. These internal references should be unique, treated as if they are Client ID's ,

When I record tax liabilities for a client (e.g. income tax, corporation tax, VAT), once the client confirms that the tax has been paid, there is currently no easy way to mark this amount as “paid”. At the moment, I have to manually go back into t...

To be able to customise the Risk tab with our own set of questions. We use ICAEW guidance and have a very specific risk assessment for our clients especially international clients. The risk assessment in BM is not useful to us and we cannot amend ...

If there is a change to the engagement letters, a bulk resign facility will make things easier and quicker then going into each client specifically.

We have several clients who have the same first name and last name. When using the search function, we cannot search by middle name and also the middle name doesn't appear when we search for the client. Can you enable this functionality in the qui...

select who would be on the BCC as you cannot currently CC anyone on the automated emails. The sender of the email is the only option for the BCC.

It would be useful to be able to export the task list as a simpler version, that shows the client, the job stage, latest job stage, and notes as a PDF file as well as a CSV version

When I see an email sent from BM come into outlook it looks very unprofessional. There is an awful lot of spacing for some reason and when replying or forwarding an email from within BM the same happens, blank lines added in and new lines created ...