Would it be possible in relation to adding a progress note in a Tasks I can add additional text to the latest progress note, as currently a new progress note must be added . Whereas I can add additional text to a progress note in the service Detai...

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...

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...

We have staff who have time off in lieu and then make up their time later. We need to see how much time the staff owes or company owes them. We had a meeting with Killian to try and find a way around this but no solution was found as minus hours a...

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 ...

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...

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...

Categories for wip, eg, payroll, accounts, tax , consultancy.. so we can clearly see quickly where the outstanding wip is and bill on that specific category. eg, extra payroll costs in the year, click on wip payroll and raise invoice... i don't wa...

One of the idea I summitted that you could connect The Type of work to default to task Type i.e Payslips will auto default to a Payroll Type. In addition to that you can default the Chargeable, So Payroll is chargeable, so it will default to Charg...

Use the existing 64-8 functionality with Partnerships