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

Provide an option to view the annual projection fees by partner, not just by manager.

When linking with Xero, the client reference number should also link.

I like the fact you can log a client's Nationality on BM, what would be more helpful would be if an additional box could be added to confirm a clients residency. This would provide a lot of clarity.

I've trained my clients to check their addresses, officers and shareholders but they now stumble over the new CoHse requirements for a registered email and the "lawful use" statement. I want to be able to somehow highlight or emphasise those 2 poi...

When calling HMRC regarding a VAT issue for a client, the HMRC Agent reference number. It would be helpful to be able to find this number with your other Agent numbers. Can you please add a box under HMRC Credentials and Settings on the accounts s...

Adding custom field columns to clients list.

Time can be saved on administration if it were possible to recieve automated emails from BrightPortal when a new invoice is generated. It is understood from investigating by the BM support team, this it is currently not possible to set the invoice...

We never use the timer so it is a pain to have it pop up on the screen. When travelling it takes up a disproportionate amount of a small screen. Just a X to get rid of it would be a great efficiency saving