Clients

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.

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 ...

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.

Under Settings > Automation Settings a list should be available (maybe on a tab) to show which client is currently on Custom Automation days and what service of theirs is affected.

When any change is made to the client’s automation days the change details, time, date and staff users name should be captured on the Timeline.

% will be helpful in the client profitability. That information is already included Tools/Profitability

When adding notes to tasks, the progress notes disappear once a task is complete. This suggestion is to add a new note type that can be added from the client record which remains in place after the task has been completed. I think this needs to be...