A place to store the date someone's marital status changed

We no longer use Quickbooks integration but the invoices raised when it was linked to our BM means I cant edit the invoices or mark them as paid (unless paid in full), also i cant add a part payment on these invoices either as they were done in BM...

It would be more useful if invoicing functions were available with FreeAgent, there is no point in integrating with FreeAgent at the moment as it doesn't appear to have any functionality.

A mockup attached. Files could be stored in Document under "Notes"

Be able to quickly edit the target Date on a task in cases where there maybe a client dealt (missing docs etc) without having to open and edit the entire task - too many clicks.

When linking with Xero, the client reference number should also link.

I like the fact you can log a client's Nationality on BM, what would be more helpful would be if an additional box could be added to confirm a clients residency. This would provide a lot of clarity.

I've trained my clients to check their addresses, officers and shareholders but they now stumble over the new CoHse requirements for a registered email and the "lawful use" statement. I want to be able to somehow highlight or emphasise those 2 poi...

When calling HMRC regarding a VAT issue for a client, the HMRC Agent reference number. It would be helpful to be able to find this number with your other Agent numbers. Can you please add a box under HMRC Credentials and Settings on the accounts s...

When allocating a staff member as client's manager, they receive notifications for everything to do with the clients they manage (accounts, bookkeeping, payroll, companies house changes, etc.). As a lot of staff members work on different aspects o...