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PINNED Default Document Folder Structure
In addition to the failure of Bright Manager to enable accountants to set up a default document folder structure e.g. Documents from accountant Documents from client Out of date and amended documents Scanned documents to client I understand that c...
PINNED Intelligent Email Management
Problem: Emails contain important context for jobs and tasks, but manually linking them (and their attachments) to client records or specific jobs is tedious and prone to being missed. Proposed Solution: We’re considering an AI assistant that pars...

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Showing 557 of 557

Speed up the moves from one page to the next

Speed up the moves from one page to the next. It takes too much time to use the system.
Guest 5 months ago in Client Portal 0

Default Document Folder Structure

In addition to the failure of Bright Manager to enable accountants to set up a default document folder structure e.g. Documents from accountant Documents from client Out of date and amended documents Scanned documents to client I understand that c...
Guest about 2 years ago in Documents 11

Add the ability to view cc/bcc email addresses in the outgoing email queue

Currently, if an email has cc or bcc while in the Outgoing Queue, they are only visible by going into individual emails, only the "To" email addresses are displayed on the full outgoing queue page. There is space within the "Client" box to include...
Guest 8 months ago in Emailing 1 Planned

Improve Xero Integration re payments

In Xero a sales invoice can be 'paid' either by entering a Payment, allocating to a Credit Note or by allocating a prior Overpayment. The current integration does not cater for all of these possibilities so invoices remain outstanding in Bright Ma...
Jenny Dinnage 6 months ago in Integrations 0

BrightPay Integration

It would be amazing to get an integration between the task list and BrightPay/BrightPay Connect. Automation makes my life so much easier as a single person payroll bureau, and this would reduce me having to flick between both software all the time...
Guest almost 3 years ago in Integrations 0

Track staff holiday entitlement

It would be useful to be able to track staff members remaining holiday entitlement. They are already posting time to a holiday 'time type' whenever they take holiday so having a holiday entitlement field for each staff member that is automatically...
Guest almost 2 years ago in Time 0

A Portal App for Clients

Client can down load a Portal App on there phones. So the can access there portal. Also makes it easier them to upload there Documents using there phone Camera.
Guest almost 3 years ago in Client Portal 0

To be able to search for tasks available for deletion

When you've made changes to a task, it can create a new tasks but keep the old task with a red 'delete' option in the middle of the task. It would be good to search all tasks available for deletion to review and delete these in bulk as they still ...
Guest over 1 year ago in Tasks & Workflow 1

See tasks and update status from within the client

It would be great to see the tasks each client has, the ability to click on them and mark them as completed from within the client screen rather than going into tasks.
Guest about 1 year ago in Clients 3

Send SMS messages with the practice name to prevent them going to spam

Is it possible to add a practice name when sending out SMS messages? Some clients have reported messages received (reminders / Meeting invites etc) being designated as Spam. This would prevent Clients ignoring messages.
Guest 3 months ago in Other 0