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...

This was on the Roadmap, under consideration. Would be great to see this function

We do a notification when a workflow reaches the next person in the flow. We have to do this manually. It would be good to be able to pick a template of automate a notification i.e The accounts are ready to review to the next person in line, Simil...

I use Custom form for our annual review. But to access it I need go come out of AM go to portal and complete the form in there. It would be helpful that I can complete the form from Accountancy manager or to have a section (may be in resources) To...

We need the ability to set the sender of automated reminders to someone other than the task or client owner. As an example, we would like our payroll reminders to be issued from our payroll@ email address which is a shared email. We are currently ...

This will save time moving unlinked e-mails, and give a chance to see connected e-mails in one place.

We have a Payroll only e-mail, It would be good to allow e-mail in to AM from shared accounts connected to the original e-mail.