Clients

Add a column in the Invoices tab for notes to be made against invoices (i know you can have notes in timeline but these would be spefically for invoice chasing) Potentially an option to send an email / statement from bright manager chasing those i...

Client Detail/Services Required : When you enter a price in the service required or in my case it updates from Bright proposal. There is confusion for if it is the current year or still the prices from last you. Also it is un clear ifthe price is ...

I understand from my staff that it is very time consuming to track through notifications of client changes. We may have to update these changes in other systems e.g. Digita, QBO, HMRC systems, etc so we need to be able to quickly pick these up and...

Sometimes client records get duplicated and have to be archived, however when you then try and link clients together there is no indication as to which record is archived - can this be added?

In Clients view, it would be useful to be able to right click on a client to be able to open a separate tab which lists all the live tasks for the clients. To see all tasks allocated to a client, at present, one has to either open a separate windo...

Set automated custom VAT start date. Would also be nice if there's a way to inform the clients exact period for which a VAT return or accounts are being prepared when sending a records request.

BTC lists "British" in a dropdown of nationalities in a way I do not have to search for it - I have it already there; it is a nice touch on BTC's side. Can Bright Manager do the same, please? It is not a huge tweak to be made, I imagine, but it co...

I typically send clients a PDF with instructions on how to grant accountants access to their HMRC account online, rather than sending a 64-8 form. I would like to include this as a template in my Proposals.

Tracking client wealth is something of growing importance, for purposes of AML due diligence AND IHT and CGT. It can create opportunities and open up lines of communications with clients that might ordinarily get missed. I am preparing personal ba...

If possible on the overview page it should be possible to move the client back to the global settings here on an individual basis, and multi select too.