When uploading documents where only the second contact is registered, you cannot make the bulk upload visible to the client, they have to be done individually by editing each document. This then generates an email for each document which is exactl...

We added some services under the "services required" section that recur every three years. its related to the Limited companies. We are looking to see the task for that service to be renewed every three years. The maximum available frequency perio...

Adding in default lunch / break slots for all staff instead of manually inputting lunch breaks each day

The Overview gives me no useful information and is not drillable, so I cannot even see which client(s) graphs, etc relate to. It needs a drastic overhaul. I find that using AM at partner level is very difficult. There is (or appears to be – if the...

Problem: Staying on top of task priorities, status updates, and workflow changes can be hard - especially during busy periods or when multiple team members are involved. Proposed Solution: We’re exploring AI functionality that helps prioritise tas...

Timesheet - create Time log - in the Advanced section could the tasks ' Latest action' dropdown be included as an option for each log. I feel this would save duplication between updating tasks and time log . thks

I have just spent 4.5 hours trying to get into any bright product because the 2FA emails stopped sending. Please can we have the option to pick the 2FA method when we sign in, so if we can;t get the email we an shoe app / phone instead? This is ho...

I suffer from task overwhelm and despite the recent introduction of workflow, feel the tasks screen can be further improved instead of constantly filtering the tasks list, to see quickly what I need to do for the day. And so it would be great to h...

The issue we're encountering is that some clients skip several questions on our SA checklist created as Custom Form but can still submit the form. Consequently, we have to reach out to them externally (since the Custom Form reminders become ineffe...

The individuals raising invoices are rarely the ones who do the majority of work. Therefore, it would be useful to display a list of the current active tasks and their status when reviewing WIP. For example, if the task is a self assessment tax re...