Administration

On the Missing Data report for LLPs it doesn't match the year end date to the P800 Partnership Tax Return date thus throwing up an error. Instead it is looking for a CT600 date which doesn't exist on an LLP

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..'

Currently there is only one way to mass import clients and that is through the template import spreadsheet, which is fine. However when taking on a block of clients from another accountant, if that accountant is also using Bright Manager its an ex...

I'd like to be able to click to select notifications and then archive those in one click instead of having to archive them one at a time, if i don't want to archive them all.

I try my best to keep my notifications current, IE The Notifications on the left pop up menu. It can be quite time consuming to manage this, but that is on me I guess as I must be doing too much. The issue I have is when I upload and add comments ...

AM being able to carry out mass AML checks periodically for clients. AM to have the passport and driving licence details safely stored to enable this.

When allocating a staff member as client's manager, they receive notifications for everything to do with the clients they manage (accounts, bookkeeping, payroll, companies house changes, etc.). As a lot of staff members work on different aspects o...

Option to have your BM notifications sent by email.

A list of tasks due and overdue by emial every morning would be useful for Practice management

It would be great if I could add an image into the time line when adding a 'new note' or 'other correspondence'