Administration

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..'

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 ...

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...

Time can be saved on administration if it were possible to recieve automated emails from BrightPortal when a new invoice is generated. It is understood from investigating by the BM support team, this it is currently not possible to set the invoice...

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'

Allow creation of roles to group staff together and use the role to assign different permissions to different groups (roles) of staff

To have a menu item on the client portal that allows the client to set their own marketing consent options for GDPR would be very useful. We have them in our engagement letters and have them set as "no marketing" as a default, but allowing clients...