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PINNED Improved notification system
Currently, the notification system can become quite full very quickly. It would be useful if there could be an option to have more visible notifications - either linked through our emails or an section that indicates more urgency, with a pop up fe...
PINNED Intelligent Email Management
Problem: Emails contain important context for jobs and tasks, but manually linking them (and their attachments) to client records or specific jobs is tedious and prone to being missed. Proposed Solution: We’re considering an AI assistant that pars...

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Under Clients/Client list. The columns filter/button. Have the list split in the sections. To make it easier to find column required

When you are preparing a list of client, When you pick the columns, it appears as a long list. It is not easy to find what you need. If you had headers to break up the list such as services. It would be easier.
Guest over 1 year ago in Clients 3

Having the ability to block access to NI number, date of birth and personal UTR number from certain staff (users)

These are personally identifiable information as per GDPR, and staff members who deal with limited company clients only do not need to have access to personal information relating to directors of the same companies.
Guest over 1 year ago in Administration 0

MTD IT field to be available

Given MTD for IT is round the corner, we need to capture 23/24 fee income for self employment and rental income for property somewhere to know if the clients may get mandates and warn them before they get the HMRC Letter. Will also need to know th...
Guest 10 months ago in Clients 0 Planned

Have a RESEND button for e-mails and signature requests, etc

Our old system had a re-send button , it would be good to have this feature on AM because clients are always losing or deleting e-mails.
Guest over 2 years ago in Emailing 0

WIP Download : ability to filter on specific client

Currently we have to download everything but we want to look at the time on 1 job for 1 client, we have to download time for everyone and then filter by the client we are looking for and remove the rest of the data out.
Guest 10 months ago in Tasks & Workflow 0

Progress - draft accounts sent to companies house = change to draft to client

Draft accounts cannot be sent to Comoaies House !!!
Guest 10 months ago in Tasks & Workflow 0

Multiple File Downloads

I must say that I find AM notifications not very user friendly - why not just have the notification pop up when the download is ready? The initial ‘please wait’ message pops up, so it is counter intuitive to have to look elsewhere for the subseque...
Guest over 2 years ago in Other 0

Templates : Add a Variable Can we have Variable for this year (2023) Last year (2022) and next year (2024).

I am preparing a Canned E-mail for the Self Assessment to pay, it would be good to be abler to put in the year so that it changes every year going forward.
Guest over 2 years ago in Other 0

2 way Intergration with FreeAgent

With Xero and Sage, we can AM to track our companies Invoices but FreeAgent integration don't allow that. I been told that there is an 1 way integration. Can you make this 2 ways as I can take an Advantage of free app that FreeAgent offers for cus...
Guest over 2 years ago in Integrations 0

Organised note section

Currently the notes section for clients is not efficiently organised. Having folders/filters/categories would help improve this.
Guest over 1 year ago in Clients 0