For a married couple, we may invoice both partners in one invoice on separate invoice lines, instead of issuing a separate invoice for each individual. Therefore, it would be useful for the 'Allocate to Invoice' function to allow WIP to be assigne...

We recently signed up a ltd company with two directors, both want to be treated as equals, no buts or ifs, both should get the same email at the same time, same document uploaded at the same time, call it what you will, all in equal measures, alwa...

As I need to be the manager for all clients I receive far too many notifications. The facility should be there to be able to turn some off. I do not need to know if a staff member has amended the status of a task etc.

If a client has a new employee they want onboarded onto payroll, we have to send them a request to complete that form on BM. There should be an option to make permanently available a form to clients on the client portal. every time they have a new...

When uploading documents where only the second contact is registered, you cannot make the bulk upload visible to the client, they have to be done individually by editing each document. This then generates an email for each document which is exactl...

Esign reminders are currently prepared and polled 24 hours in advance before sending. If a client signs a document within this time, the reminder is still sent unless manually cancelled. An easy change would be to be able to set a custom creation ...

Make it simple for all directors to sign the letter of engagement for the company.

Be great for automated chases on Letter of Engagement not signed. sometimes clients sign the T&Cs and not the LoE or portal sign in

It would be nice to view or have access to the client portal in order to assist them.

The meeting calendar would me much more useful if it synchronised with office/teams