It would be useful to have both annual and monthly fees in the services section. This could reflect any annual charges that are invoiced monthly as well as one-off charges that are charged once a year, for example.

Add a function to highlight when an AML check is due

when you add time to a task, there should be an option to complete the task within the time recording section as well as having the option to update the latest action, instead of having to click into other sections of the website. this would be mo...

Have a Date Box for change of address

If a task has been completed, staff are unable to post time to that task. This makes sense in theory, but does not work if staff are posting time entries late. If staff are catching up with time at the end of the day, the task will not be in the d...

It would be useful to be able to change fields directly from the Client listing, so that it isn't necessary to go into the full client record. I'm specifically referring to fields which have are in a drop-down format, such as the assigned manager/...

When a client signs a document the task process should be updated to that it has been signed by the client rather than looking our for the email and then manually going into the client/task to update this.

On the screen https://manager.brightsg.com/staff we see the staff displayed on nice cards with their details. This is good if you have a few staff. If there are 100 staff members it's a bit of a faff scrolling. It would be nice to have a table/lis...

Allows us to import these into our accounting software by service to allocate to correct sales category Allows for better reporting based upon sales invoices raised by service category

Currently you can only search by client name on WIP, it would be really helpful to search by client internal reference