I want a default hourly rate to be drawn either from the user's profile or from the client's file, depending if the client's field has data in it. Also the user needs the option that either their rate overrides the client setting or the client set...

I want to set an increment for each user, with the option to round time mathematically, or up.

It would be handy what % each staff member work on what Type of work and How much is that is Chargeable in the Day, Month and year. This will help me identify Employee performance against cost of the wages and it will tell me tell me how much time...

It would be Good that we have two additional Boxes in the services Section Balancing payment (payment due when a clients go over to monthly and there is a payment due ) Extra Work

I have a lot of Canned templates, Finding the correct one can be a pain, especially with in the e-mail view for canned messages, as it in order created. I would be helpful if we have a category grouped messages. So if a need a self Assessment mess...

I understand I can only add a task to an incoming e-mail. It would be useful to be able to add a task to an outgoing e-mail. I might want it to be followed up in, say, 14 days, etc.

For a client she added driving licence documents today, but I received no notification, even though I set up the client and am partner. So I could be on the phone to her, or e-mailing her, asking for her driving licence details, when she has alrea...

I understand the quick search is limited to 6 results e.g. clients. It would be useful if this limit could be increased to, say, 20.

Whilst checking the tasks I noticed that AM does not include tasks for CS01 for LLPs. These are for LLP clients that were imported from Digita. On further investigation I found that the LLP Companies House numbers had not been imported. I guess it...