Dashboard

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 practic...

It would be great to have a feature on the Overview page that allows us to see what is outstanding for a specific type of tax instead of every single tasks within the next 4 weeks. It is currently the beginning of December and we are currently try...

Someone did say to me today that it would be good if you could move directly from a client's main dashboard/page directly to the list of tasks on the Tasks page, where all the jobs are listed for this client only. I agree with them. Currently, you...

Create a to-do list on the dashboard where you can either type something in for each line or you can add a task to the list. Then once completed, click complete to remove the line from your to-do list (and mark the task as complete).

All notifications are created equal, but some are more equal than others. When sending a notification to a colleague, it's important that it stands out. Additionally, notifications from specific clients or urgent tasks could be highlighted. Consid...

The existing Task Deadline overview on the dashboard provides an odd looking bar chart but doesn't give any useful information at a glance I'd like to see an option to add a section to the dashboard where you can view a detailed list of client nam...

Bright Manager could do with a compact view option, where empty spaces and gaps are kept to the minimum. The idea is to have the maximum volume of useful data on a single screen without the need for extra scrolling/searching. The current layout ma...

Having a overview widget on the main dashboard, showing number of documents waiting on client approval, and number of documents approved/signed by clients. Having the notifications icon listing all the actions can create a long list to wade throug...

Overview page - we nee an option to analyse 'last month' We need a drop down stating ‘last month’ as we are tracking income Tax returns at are due on 31/10/2024 for hard copy returns and 14/11/2024 for online returns but the deadline on the system...

The Overview gives me no useful information and is not drillable, so I cannot even see which client(s) graphs, etc relate to. It needs a drastic overhaul. I find that using AM at partner level is very difficult. There is (or appears to be – if the...