Invoicing & Finance

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

The individuals raising invoices are rarely the ones who do the majority of work. Therefore, it would be useful to display a list of the current active tasks and their status when reviewing WIP. For example, if the task is a self assessment tax re...

Add a function to allow recurring invoicing including an approval process and a report/summary of all recurring invoices

Currently there are no filters for WIP, so we cannot search by years, but have to download the full report.

It would be great for small businesses to have the ability to use one member of staff for different tasks. So bookkeepping set at one rate, and accountacy service another. Small businesses may have limited staff, but lots of work.

more often than not invouces aren’t sent to the main or secondary contacts so it would be logical to have a dedicated field for email where invoices are sent to

when billing clients its helpful to see which clients haev the most time on them and you cannot do this without going through every page.

The invoicing method via Bright Manager is too restrictive, so we download the Work In Progress and bill via Xero separately - providing the hours, narrative and multiple billing rates. We then have to Archive each client separately perhaps 200 a ...

Clients want to see the number of hours on a project so they see value for money. The transparency is huge and this prevents queries and questions

It would be useful to have the client name on the statement name when we invoice it so when it comes into our inbox we can see straightaway who it is for instead of having to go into the statement everytime, not all emails to clients contain the c...