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...

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...