Currently we have to download everything but we want to look at the time on 1 job for 1 client, we have to download time for everyone and then filter by the client we are looking for and remove the rest of the data out.

Draft accounts cannot be sent to Comoaies House !!!

In Account Settings we have a toggle to ‘Allow Client to Skip Letter of Engagement’. This does not do as stated and just does not show the LoE to the client - in effect disabling it. Why can this not do as stataed and show up in the portal but all...

It really doesn’t make sense that when the AML or credit checks are completed it’s not obviously marked when clicking into the client. It’s costing us money each time and should be a time saver but if we have to add an extra step or save down the ...

Feature request: 'Include Deleted' in Timeline. When a Timeline entry is deleted, the entry should remain searchable upon request. Provision to include a tick box to 'Include Deleted' would be the simplest way, ,highlighting deleted comments as 'd...

Our firm has 600+ clients recently input on BM and we are successfully using task function. We now would like to begin to use email automation on a test basis. We have been advised by BM that we would have to turn ON email automation globally (s...

Currently you can view Last Call value while applying filters. Can the field be visible under the client record (Internal?) as well?

can it please not have data reminding just the date - when there are too many reminders left let’s say 100 weeks cannot go through them on the same date with let’s say 20 days reminding left - then if we do it 2 days later - we need to change all ...

You can carry out an AML check on a client without going to the AML Page - there is a button on the client page as a shortcut. Instead of searching for the client in the People page, there should be a button on the client page which invites them i...