I'd like to be able to copy an existing recurring task to simply add it for a new client rather than having to create a new one from scratch each time. Inevitably I do something slightly different time.

Currently it appaers possible to prevent emails from being sent on a weekend or bank holiday. It would be helpful to be able to ammend this list to include additional dates for non-sending. Adding the ability to prevent automated emails from being...

Webhook integration should be considered to allow capture of updates to client records. This could include notifications, name changes, date changes or any other hook desired.

In the people dropdown on workflows it currently gives the options; task assignee, client manager and a list of staff members. This change would make it so that task monitor and partner are selectable people for workflow steps. This fixes an issue...

When creating a one-off task, have the ability to create a single workflow that is specific to that one task and doesn't get added to the workflow templates.

On the Contacts tab in clients where you can add contacts associated with the client that are not or do not need to be set up on BM, it is for the UK, is there anyway to change it to Ireland version so it says PPS number not NI number etc I have a...

It would be useful to have the client name on the statement name when we invoice it so when it comes into our inbox we can see straightaway who it is for instead of having to go into the statement everytime, not all emails to clients contain the c...

With the wider use of AI notetakers, it seems sensible that ALL communications with CLIENTS should be recorded in AM, not just the odd email and call - so ALL online meetings that can be recorded with FATHOM AI should be possibnle to add to the Ti...

Self-employed people can prepare accounts on the cash or under GAAP. The cash basis will soon be the default position. The client record should have the accounting basis selected so we can distinguish the method (in the same way we can on VAT regi...

At the moment the xero invoice integration pulls through draft customer invoices. Sometimes staff use these for the clients bookkeeping but they are subject to change before approval so they can end up with a mismatch to the payment. Only approved...