Within a workflow you come across times you have to create a new task that is outside the work flow. an example of this could be you are onboarding a client, then you have to set up a new tax. If you leave it within the onboarding workflow you may...

When creating an e-mail with custom template, Would be time saving to have an option to autofill the subject line

We had an audit from our accounting body, and one of the things they pulled that the LoE has to be default to the client. So it would should look like default details like Terms and Condition, then each service in turn required will have it own en...

improve the api link with trello to enable better management for tasks and keep both systems in sync.

Can this information be viewed on a widget as soon as users login to AM on the overview page.

We often have accountants that acquire a number of new practices. Each practice has it's own branding so AM will be implemented individually at each location. However Partners will often need to login to each sites AM accounts and do not want to s...

It would be helpful that the Cloud Software appear on the tasks Bookkeeping/Accounts/VAT and Management Accounts.

It would be useful if you could add/move/click/drag/insert subtasks groups and subtasks with more flexibility. For instance, when adding a new subtask or group, it would be great if you could insert the new item above or below and existing subtask...

Currently you can complete a price under the service in the services section on the client folder. This appears in the task. I would Like the combined Pricing to appear. If I put a price of account at £100, and payroll at £50. The only price appea...