Administration

Allow conditional logic in workflows so steps/groups can be skipped or auto completed based on the outcome of another step/task

When we are setting up new clients, there is button to AML check on the client page - we should have a button on the client page that invites them into the portal (without going into people section then searching for the client)

we have currently 25,000 notifications and are only able to achive, it would be nice to have a delete option so that they can be referred to and kept on top of with ease. currently there are just too many for us to sift through and manager as they...

I was wondering if at extra internal role could be added - Partner, Manager and new role of ADMIN. Then a member of the admin team could receive all the notifications as well rather than it all being on the client manager. Currently for admin team...

I have just spent 4.5 hours trying to get into any bright product because the 2FA emails stopped sending. Please can we have the option to pick the 2FA method when we sign in, so if we can;t get the email we an shoe app / phone instead? This is ho...

LLP companies do not show a "View On Companies House" link at the top of the Contact card. Please could it be considered to include the link on LLP clients where the company number has been set.

Ability to premanently remove staff. BM say they rmeian incase you wish to reactivate them however its is unlikley if the staff meember left several years ago

When setting up a ne client, have an option to Auto generate an reference. Have a couple of option, First 4 letters the 3 numbers, or Partner initials and a 3 digit number.

Just like the system automates paye records reminders it should by default have a CIS records request reminder. If anything , the CIS regime is more punitive than PAYE. I've asked the BM staff and been told 'we aren't planning this..'

Option to change the payroll frequency.