We cant see that there is a way to updated the estimated time for the automated task other than ammending individually which is not ideal, can we add this as a feature so it will pull through the estimate ie limited company accounts should take 4 ...

Need to be able to place the e-signature field in specific sections of PDF, such as on the Directors report and balance sheet in annual accounts. It's not adequate to have a client simply e-sign the end of the document. That might do for authorisa...

The 'Clear wip' button is able to be pressed by anyone, and once this has happened it cannot be reversed. Could it be locked for all staff unless you have full permissions enabled?

Given that capital gains tax returns are now an item of work that an accountant will be doing on a regular basis, it makes sense to have capital gains tax return as a client type. This will enable the automation of records collections via custom f...

We should be able to add columns to pre-existing reports eg. adding the date and full description columns to the 'chargeable v non-chargeable report' etc reports should have more customization options

I'm getting notifications for clients CS01's being overdue yet it was submitted 16 days earlier and the information against the record has updated and rolled forward with the new date for next year but the notification still says overdue. Using In...

It is great that we can now edit automated emails subject lines. However, I have just found out from the support desk that clients and accounts variables cannot be used when editing automated emails subject lines. It would be useful to be able to ...

I would like to send an email to directors but BM does not have the functionality to do this.

If there is a change to the engagement letters, a bulk resign facility will make things easier and quicker then going into each client specifically.

Just wondering if I’m missing something in Bright Manager as I’m uploading documents for clients to sign and then manually marking the task as “awaiting for approval”. Is there any way that this can be automated?