Currently in order to tidy up custom forms you can only delete them. This then deletes any associated and completed client forms. I would like to be able to tidy up the forms page so it's easier to identify the form I need to enable.

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

If time has been posted against an individual client and is to be charged to the partnership or company it is very long winded to transfer each line individually (edit - change client - save & view time - work in progress - search individual c...

It is great that tasks can be bulk re-assigned by selecting them all in the tasks list. However, it does not re-assign the staff tasks assignees in the client record. It would be great if that option was added when re-assigning tasks. Either you j...

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.

Currently the resources section cannot be categorised or filters, and when attaching resources to emails to clients, it can be quite difficult to find the one you want. Perhaps a search option or categories for resources would improve this.

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 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...

Have the ability to format the invoice style within settings in perticular remove discount