Import documents per client in bulk.

Set automated custom VAT start date. Would also be nice if there's a way to inform the clients exact period for which a VAT return or accounts are being prepared when sending a records request.

Only client managers get notified when clients upload documents however the admin (users with the right permission) would also like to know when clients upload documents via reporting.

When the progress bar is updated [mostly for awaiting approval/awaiting payment] it would be useful to be able to change the date. Currently the date is set to the date of action which will match the date an email was sent to the client however if...

I would consider it helpful to have an option to allow custom, manually created tasks to have frequency setting present to them (daily/weekly/monthly/quarterly/annually). It would allow us to save time on creating new tasks by hand and ensure cons...

Enable bulk sending of client statements so you dont have to individually click email on each one. By queuing the emails you can still delete ones you didnt wish to send and this will save a lot of time.

Currently When an Accounts/Tax return Task is Generated depending on what services are required. AM will create the following tasks. Bookkeeping, Accounts preparation, CT600, Self Assessment, Companies House Submission. etc It would be helpful for...

To be able to set a default jurisdiction for new clients. Currently defaults to Companies House and you have to scroll for Irish Self Assessment Would like to set my BM to be for Irish Clients as i have no UK clients It easy to miss that you need ...

Instead of any invoices generated by accountancy manager and copied to my email address, i woud like the copy to be sent to a different email address (my software)A great deal of clients would also like invoices to be sent to a different email add...