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...

If possible on the overview page it should be possible to move the client back to the global settings here on an individual basis, and multi select too.

Under Settings > Automation Settings a list should be available (maybe on a tab) to show which client is currently on Custom Automation days and what service of theirs is affected.

When any change is made to the client’s automation days the change details, time, date and staff users name should be captured on the Timeline.

I'm trans and most of my clients are trans, and many have huge sensitivity around seeing their deadname. Legal names must be used on legal documents but legal name is NOT required for communications. Instead a Preferred name is present for a clien...

Currently, all workflows attached to current tasks are linked to their respective template updates. If users amend the workflows on current tasks, the workflows automatically become dissociated with the workflow templates. This can make sense for ...

% will be helpful in the client profitability. That information is already included Tools/Profitability