Dashboard Deadline List View

BM is currently missing a key feature that most accountants expect from practice management software: a clear, list-based view of upcoming deadlines on the dashboard.

At present, deadlines are displayed mainly in graph format, which is not practical for day-to-day workload management. As a result, users still need to maintain separate spreadsheets to track deadlines, which defeats the purpose of using BM as a central management tool.

Suggested Improvement
Introduce a dashboard list view that clearly categorises upcoming deadlines by service type and time frame. For example:

Accounts

• Due in 1 month

• Due in 2 months

• Due in 3 months

• Due after more than 3 months

CS01

• Due in 1 day

• Due in 2 days

• Due in 3 days

• Due after more than 3 days

VAT

• Due in 1 day

• Due in 2 days

• Due in 3 days

• Due after more than 3 days

This enhancement would:

• Improve visibility of urgent deadlines

• Reduce reliance on external spreadsheets

• Enable better daily and short-term planning

• Make the dashboard more actionable and user-focused