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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...
PINNED AI-Assisted Task Prioritisation
Problem: Staying on top of task priorities, status updates, and workflow changes can be hard - especially during busy periods or when multiple team members are involved. Proposed Solution: We’re exploring AI functionality that helps prioritise tas...

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Option to reset client automation back to global automation settings

On the client’s automation tab there should be an indication of which automation is using custom days, and an option for the user to reset this client back to global settings.
Miriam Sackie-Mensah almost 2 years ago in Clients 0

Add client code automatically to a field

add the client code that is in the url automatically to a field named 'client code'
Guest 11 months ago in Administration 2 Need more feedback

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 almost 3 years ago in Other 0

Email recipients display and reply all feature for email response

When clients copy in their colleagues/spouses the email feature in BM doesn't show this so I always have to check in Outlook to see who is included in a conversation. If it's more than one person I can't easily reply to all in BM (the solution is ...
Mark Dorrill almost 2 years ago in Emailing 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 almost 3 years ago in Other 0

Email signature under last email when replying to an email

At the moment the email signature is added at the end of all of the emails including those you are replying to, it would be neater if it was added just under the email which is being sent to the client
Guest almost 2 years ago in Emailing 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 almost 3 years ago in Integrations 0

Search issue in documents

In documents you cannot search on the home page for documents that are saved in a sub-folder. If clients are using sub-folders and saving a lot of documents this would be incredibly useful
Guest almost 2 years ago in Documents 0

Part LoE send option

When an Accountant adds a new Service to a Client File mid year they would like to have the option of sending out the LoE for only the Service added rather than sending the entire LoE again.
Guest almost 3 years ago in Administration 0

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 almost 2 years ago in Clients 3