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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...
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PINNED AI-Assisted Prospect Qualification & Onboarding (Charlie)
Problem: Qualifying new prospects and getting them through AML and ID checks is one of the most time-consuming parts of taking on a client — chasing documents, verifying identities, repeating the same intake questions, and keeping everything compl...
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All ideas

    Part Records Received

    When you record part records received, it would be helpful if you could see on task page what records were requested, instead of having to re-type this into progress note.
    Guest almost 2 years ago in Tasks & Workflow 0

    Allow Work in Progress to be imported from DRIVE

    No description provided
    Guest almost 2 years ago in Time 0

    Staff Holidays, Staff Overtime, Staff Time in Lieu and Public Holidays to be enabled like in DRIVE

    No description provided
    Guest almost 2 years ago in Other 0

    Default time types per staff member

    Hi there, could it be possible to be able to add a 'default time type' for users so that when they use timesheets, their default time types doesn't have to be typed? Many thanks! :-D
    David Martinelli almost 3 years ago in Time 0

    new tasks get generated with a default workflow template

    A new task is created, let's say VAT return submission, it comes up with a default workflow template, set up either globally or as per client
    Guest almost 2 years ago in Tasks & Workflow 3 Already exists

    A report that shows expected fees using the services.

    All of the information on fees is in BM so a report would be extremely useful.
    Guest 12 months ago in Reporting 0 Need more feedback

    Ability to access timesheets entries from tasks

    At the moment, it is possible to see 'Logged Time' from tasks, so the amount of time spent on a task. I find it would be useful if you could then click on a button to see all the timesheets entries logged on tasks. This would be a useful tool for ...
    David Martinelli almost 2 years ago in Time 0

    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 almost 3 years ago in Emailing 0

    All WiP amounts reported in pounds and pence

    Some larger amounts of WiP do not stand out if they have no pence shown; it would be useful for all figures to be uniformly shown with pounds and pence
    Liz Coleman almost 2 years ago in Time 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 almost 3 years ago in Other 0