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...

Currently, before you click "send" if a new email is closed by clicking on the cross it is immediately lost forever with no warning or backup. It would be good to have this safety net in place as in other areas of BM or when drafting emails in Out...

I've started to use the task calendar for the bookkeepers to see if they can take anymore tasks before allocating. It would be useful if we could log their holiday in there otherwsie we have to go to their outlook as well. As BM is already connect...

Hi there, It would be useful if after one updates a recurring task, you end up again the recurring tasks program/screen. Currently, after updating, the screen loads up your current tasks. Many thanks

Is there a way that letters can be generated from Accountancy manager, with fields clients name and address and reference number and exported to word?

Adding custom field columns to clients list.