At the moment you can have 10 clients all with the same identical Internal Reference IDs. These internal references should be unique, treated as if they are Client ID's ,

It would be useful to have both annual and monthly fees in the services section. This could reflect any annual charges that are invoiced monthly as well as one-off charges that are charged once a year, for example.

We have an AML review every 2 years by ACCA, it would be useful for me to be able to run a report that shows me, when the risk assessment was completed and next review dates are for all clients, at the moment i have to do this manually for over 70...

To be able to customise the Risk tab with our own set of questions. We use ICAEW guidance and have a very specific risk assessment for our clients especially international clients. The risk assessment in BM is not useful to us and we cannot amend ...

As I need to be the manager for all clients I receive far too many notifications. The facility should be there to be able to turn some off. I do not need to know if a staff member has amended the status of a task etc.

On the Contacts tab in clients where you can add contacts associated with the client that are not or do not need to be set up on BM, it is for the UK, is there anyway to change it to Ireland version so it says PPS number not NI number etc I have a...

Currently, the notification system can become quite full very quickly. It would be useful if there could be an option to have more visible notifications - either linked through our emails or an section that indicates more urgency, with a pop up fe...

With the upcoming changes to director verification from Companies House, it looks as if some software is adding ID verification functionality, is this something that is in the pipeline for Bright Manager to augment the Veriphy functionality?

If multiple clients have same email address that BM puts these emails into email manager so you can save email to correct client instead of the email being saved to all the clients with the same email address