Invoicing & Finance

We would like to submit the following idea for consideration as a future enhancement to BrightManager. For automatically generated tasks, such as annual accounts preparation, it would be helpful to have: An Allocated Time field showing the estim...

If a client is on stop/hold as they owe money, If there was a way to notify all staff members that a client is on hold BEFORE they do any more work for them that would be ideal, At the moment I am adding this info to Urgent notes but unless you ph...

For a married couple, we may invoice both partners in one invoice on separate invoice lines, instead of issuing a separate invoice for each individual. Therefore, it would be useful for the 'Allocate to Invoice' function to allow WIP to be assigne...

The dropdown for 'payment method' isn't editable within invoice creation. We have clients that pay by DD for example, but there is no option for this or to be able to edit this. It would be good to be able to change this

Provide reporting on estimated vs actual time taken on tasks and analysis of averages etc to allow for review and adjustment of fees.

Improve WIP export function to include advance filters (including time periods and current/invoiced/cleared) to allow external analysis more easily

It would be useful to be able to add an expense to a client for example if i am sending records or letters and sending it registered post, this cost should be able to be put on the time sheet to include in the billing,

We incur 3rd party fees/invoices/costs on behalf of our clients. We require Bright Manager to be able to allocate these costs to clients in the wip ledger, to enable these costs to be included in invoices when issuing client invoice/fee

Currently you can only mark client Invoice as paid or not. Allow payment on account and/or part payment of client invoices

The monthly totals is a great tool used to summarise staff billing however it would be great to see a breakdown of the figures. This feature would take it to the next level when identifying which clients are still yet to pay. It would simply incor...