ADD A NEW IDEA

Pinned ideas

PINNED BrightManager Public API — Read-Only (Clients & Tasks)
We're exploring a read-only public API for BrightManager, and want to hear from interested practices. Clients Tasks Custom fields Workflow status Read-only — no write/update actions Who this is for: Practices keeping data current in ...
Share feedback 0

Integrations

    Timeline - Update (add note) via API

    Timeline is a fantastic feature of BrightManager yet somewhat limited in function for a multi-tech stack enviornment. Could it be considered to provide functionality to allow updates to a client Timeline (adding a note), by the use of an API. This...
    Guest almost 2 years ago in Integrations 0

    2 way Intergration with FreeAgent

    With Xero and Sage, we can AM to track our companies Invoices but FreeAgent integration don't allow that. I been told that there is an 1 way integration. Can you make this 2 ways as I can take an Advantage of free app that FreeAgent offers for cus...
    Guest about 3 years ago in Integrations 0

    FreeAgent PAYE Integration

    FreeAgent and BrightManager have an integration, BM should be able to pull through a liability balance for the PAYE to then send automated payment reminders to clients.
    Guest over 1 year ago in Integrations 0

    Invoice to Intergrate with GoCardless To Collect payments

    No description provided
    Guest about 3 years ago in Integrations 0

    Allow an 'admin user' to bulk upload data from spreadsheet

    Currently a bulk upload can only be done via the resources section for AM to upload new information and with no particular time-scale. I would like to be able to bulk import new or revised data from a spreadsheet when I need to.
    Guest over 2 years ago in Integrations 0

    improve integration with Trello

    improve the api link with trello to enable better management for tasks and keep both systems in sync.
    Guest about 3 years ago in Integrations 0