Add PEP/Sanctions check to AML checks for Irish Clients. Function does not currently work for Irish clients as confirmed by Ayman in Bright Manager Support.

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 would like to change the email field to call it Primary Email and then have another email field underneath called other emails which we can enter email addresses into and they also capture on the clients timeline.

Until you develop AI assiteted email management, at least allow to bookmark or pin the important emails and allow a filter button on timeline to see just the bookmarked one. alos an added advantage if i could simple copy that email to Documents wi...

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...

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...

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

it adds another task which can be monitored