Clients

Add PEP/Sanctions check to AML checks for Irish Clients. Function does not currently work for Irish clients as confirmed by Ayman in Bright Manager Support.

It would be useful to be able to select clients and then mass update them. For instance, when you create custom fields in AM, then you would not have to access clients individually and update them one at a time. Obviously, this would only work for...

Please can it be possible for the ID expiry date boxes to have an option to be positioned with the ID verified 'sliders' in the Main and Secondary Contact sections so that they are much easier to work with.

Accountants often need to keep an ongoing record of client interactions, calls, emails, decisions, agreements, and next steps. That isn’t well served by the current Notes function. These details are crucial for continuity, handovers, and complianc...

You can only add two people as a contact so if a company had more than two directors there is no feature to add " director" wording so the database is then inconsistant

Feature request: Hide service fees per user settings It is not currently possible to customise staff access to hide service fees. It would be positive to see this feature added, perhaps added as an extension of 'Hide Fees Projection' option under ...

Feature request: 'New Note' button always visible on client landing page. Save time (and page-loads) by adding a feature to enable 'New Note' on the client landing page, instead of having to navigate to Timeline to post a note.

Add letter code field as a freeform field(re auto enrolment) in PAYE section

I REALLY, REALLY, do not want to have to remember to switch on Visibility: Allow Client to View & Download EVERY TIME I upload a document. It is a waste of my time and my staff’s time. We would not want to hide uploaded documents from clients ...