Integrations

We can see in the address bar that each client has a unique ID in the BrightManager system. We export data and manipulate, report and track client journeys. Having access to the only unique per-client ID in the system would make life easier, not j...

The meeting calendar would me much more useful if it synchronised with office/teams

Either into the timeline or under its own tab. Much more useful than SMS integration. Used by 75% of clients (no matter how much I continue to use email!)

Many practices use AM and TaxCalc has to have a large percent of market share for Tax/Accounts prep. Once upon a time, there were plans to integrate the two TaxCalc practice management is terrible, and they would gain from having some integration

In Xero a sales invoice can be 'paid' either by entering a Payment, allocating to a Credit Note or by allocating a prior Overpayment. The current integration does not cater for all of these possibilities so invoices remain outstanding in Bright Ma...

It would be amazing to get an integration between the task list and BrightPay/BrightPay Connect. Automation makes my life so much easier as a single person payroll bureau, and this would reduce me having to flick between both software all the time...

Allow more specific fields such as VAT Number and UTR to be able to be synced via the Zapier Integration.

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...

The data fields that are currently available to Zapier are fairly limited. There is quite a lot of information collected in our CRM that I want to push into AM when a prospect becomes a client that I still have to do manually, and similarly data w...

Please could it be considered to provide an API to allow programatic updates via external sources, such as Zapier. Whilst it is understood a Zapier intergration is available, this is somewhat limited in functionality and fails to provide many need...