Accountants speak out! AM Update

Brought to you by AccountancyManager

WOW! Thank you for the great ideas you have posted to us so far! Please keep them coming.

With your suggestions along with the previous development poll winners, over the course of October, we will be planning out our roadmap for the rest of the year.

Did you know?

Staff Re-assign – If you have a member of staff leave or you need to transfer work over to a new member of staff, under staff users there is an option to re-assign all tasks and clients (including notifications) over to a new member of staff.

Reminders – If you reach deadline day and haven’t yet submitted the client’s accounts, CT600 or confirmation statement etc, the account manager will receive an SMS message letting them know. This has already saved a few accountants! Make sure you have your mobile number in the ‘My Details’ section under settings.

Tasks Layout – By default, we split tasks into weeks so you can plan your workload. If you don't want to view your task list by weeks then you can disable this setting (‘Split Tasks into Weeks’) in ‘My Settings’.

Multiple Emails – You can enter multiple emails into email fields separated by a comma.


On 1st- 2nd November we will be exhibiting at Accounting Live in Glasgow. We would love for you to stop by and say hello. Our stand is D20! Let us know if you are attending and we can arrange to catch up and have a coffee.

We look forward to sharing our plans with you and how you can play a part in influencing our roadmap!

If you are looking to become apart of AccountancyManager you can join here.

Our webinars are still running and if you would like to register, please click here.