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...

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.

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...

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...

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...

Make the accountant aware what field are shown to Client on Client Portal in My info

This is so outside programmes can create tasks like sales programmes and other todo lists

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?