It would be useful to have the client name on the statement name when we invoice it so when it comes into our inbox we can see straightaway who it is for instead of having to go into the statement everytime, not all emails to clients contain the c...

Could we have a deselect all/select all button at the top of the client list for emailing? I appreciate we can filter the client list as much as possible but there will still be times when we want to select certain clients to receive a bulk email.

When adding additional contacts on a client file i.e additional directors / PSCs there is currently no way of linking them to the client unless they are signed up to other individual services. It would be helpful if under the contacts tab this giv...

At the moment the xero invoice integration pulls through draft customer invoices. Sometimes staff use these for the clients bookkeeping but they are subject to change before approval so they can end up with a mismatch to the payment. Only approved...

when you add time to a task, there should be an option to complete the task within the time recording section as well as having the option to update the latest action, instead of having to click into other sections of the website. this would be mo...

If multiple clients have same email address that BM puts these emails into email manager so you can save email to correct client instead of the email being saved to all the clients with the same email address

It would be great to be able to create letters for posting within AM, using the data already held. Not only would client addresses etc be pre-populated, but the letters would be retainied 'in the cloud'

When I am looking at time spent on a client the export doesn't have the date next to the time entries, which would be very useful when I'm checking per client

When you are in the invoicing lists and you go into mark the invoice paid on a specific date it would be helpful that when you save that information it brings you back to the invoicing list exactly where you were, as if you were searching a partic...

It would be very useful if a task was auto generated to remind us to follow up on expired ID's (POA and Photo ID's) once AML is done for a client.