Documents

In addition to the failure of Bright Manager to enable accountants to set up a default document folder structure e.g. Documents from accountant Documents from client Out of date and amended documents Scanned documents to client I understand that c...

When we receive the notification that a client has uploaded a document it would be useful if we could click on the notification, and it takes us to the document. When a client creates several folders but doesn’t necessarily put new documents in th...

Allow templates for a folder to be replicated for all similar clients. For example a Permanent File is common to all clients and all accountants so would save an enormous amount of time having to replicate the Permanent File folder structure on ea...

Could we have a feature to hide folders from clients as well as specific documents.

I want to be able to request a document/s from a single client only

It would be useful for the staff member who uploaded a document for approval to be notified of its approval, rather than the manager of the job

Problem / why it’s usefulWe lose a lot of time on back-and-forth because clients upload incomplete information (e.g., invoices but missing bank statements), or upload documents outside the relevant tax year. This causes delays, repeated chasing, a...

When an email is received within AM it is automatically linked to the Client and appears on the Client timeline. There is a manual process to add the attachments to your Client's document library. Suggest automatically creating the document within...

Allow more than one user other than the Client Manager to receive eSign notifications i.e. if the Client Manager is holiday/sick leave, someone else should be able to receive the eSign notification emails