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

Enable a user to click on a segment of the Overview pie chart to take them to the appropriately-filtered (for that segment and timespan) task list.

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?

AM being able to carry out mass AML checks periodically for clients. AM to have the passport and driving licence details safely stored to enable this.

Hi there, I am starting to like the task deadline overview on the Overview page and use it more and more. Thank you. :-) This request would be for improvements to it. I would love to see more date filter options/ Currently there are only four. But...

For easier understanding if the client has been at the "current" home address for more than 3 years or not. At present it is not clear if the address entered is a new, old or incorrect address as there is no reference to the date the client starte...

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