This idea is from a controllers point of view .Would it be possible to have the ability to bulk select clients and update deadline date rather than having to update the deadline field by Client. If this was possible other fields like progress note...

Great improvement to have the names of the writer of note within the note section (History), Is it possible to have the History description to appear on the task once you open it to full view (yellow in attached Doc) This will mean we will see the...

Overview page - we nee an option to analyse 'last month' We need a drop down stating ‘last month’ as we are tracking income Tax returns at are due on 31/10/2024 for hard copy returns and 14/11/2024 for online returns but the deadline on the system...

Option to change the payroll frequency.

If workflow manager either sort alphabetically or add sorting to the columns to make it easier to find templates for editing

We need to be able to allocate a time limit to each job and be able to see accurately how much time has been spent against that job for staff to view. As an example, we might agree with a client that we will do 3 hours book-keeping each month. We ...

Is it possible to add a practice name when sending out SMS messages? Some clients have reported messages received (reminders / Meeting invites etc) being designated as Spam. This would prevent Clients ignoring messages.

MTD threshold box to have a less than £20k turnover option - can't understand why it hasn't been added with the other boxes. We understand there is no date for these but it would still be useful to keep track of them.

Currently, the Prospect List columns that show up by default and cannot be toggled off are Terms Signed/ Registration Fee Paid Welcome email Tel number Mobile number Email Proposal email sent Last call Photo ID verified Address verified It would b...