Invoicing & Finance

I think it would be really useful if BrightManager had an interim billing option. The idea would be that we can create an interim bill and link it directly to a specific task. That bill would then show against the task in the WIP report, so we can...

The Invoice template colums use a lot of space on the Invoice and leave very little for the description. It would be useful to be allow the user to amend the Invoice template to reduce the number of colums as this would allow better descriptions o...

The 'Export Current WIP' button on > Time > Work In Progress exports everything. The implication is that 'current' might be that currently selected, such as 'Current WIP' tab or something else. It only exports all WIP ever recorded. There ...

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