Where staff can apply for holidays

It would be useful for ex clients marked as no longer acting to still be able to access their documents in the portal. A new field of where a reminder comes up for automatic archiving after a user defined global time period (e.g 3 years). This wou...

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...

Enter Payment dates/types and Part payments to invoices rather than just paid or not It's frustrating to have to record elsewhere if a customer has paid by cash or paid a part pyt or overpyt

Ability to be able to add monthly dd payments to annual invoice. At the moment there is only POA which is very poor and has no information.

If time has been posted against an individual client and is to be charged to the partnership or company it is very long winded to transfer each line individually (edit - change client - save & view time - work in progress - search individual c...

It is great that tasks can be bulk re-assigned by selecting them all in the tasks list. However, it does not re-assign the staff tasks assignees in the client record. It would be great if that option was added when re-assigning tasks. Either you j...

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.