it would be useful to have an API for zapier or power automate so that we can pull client information automatically from bright manager. weekly, monthly reports are often required. however it would be useful to be able to automate an email to the ...

Be able to sort the NLAC Client List in order of the date they went NLAC.

For monthly bookkeeping tasks, the manager might have finished them and now needs partner or user approval. This should be handled through the workflow interface rather than notifications. Imagine 300 clients with staff completing work and manager...

It would be useful to be able to copy an existing time entry into another day, or be able to input multiple days time entry at once, where there is for example a longer period of leave, or an extended period working on one job/task

It would be really useful to be able to customise the background colour for each Progress Position. For example, Records Requested in red is very clear, but To Review would be better in green, as the work has been completed and passed on — no furt...

We regularly work with clients who have multiple companies alongside personal tax affairs, and it is common for them to use different email addresses for each entity. Currently, BrightManager requires a single email address per linked client recor...

I would like to be able to search on the individual client timeline by a date filter.

It is not possible to differentiate between a Director Self Assessment Client and an Individual/Sole Trader Client when sending a bulk email to self assessment only clients as they all use the Self Assessment Service which is the only field you ca...

Detailed idea / proposal for the BrightManager development team At present, BrightManager tasks allow only a single target date, which works well for short, single‑day activities but becomes limiting for larger pieces of work that realistically sp...