Currently you can only mark client Invoice as paid or not. Allow payment on account and/or part payment of client invoices

Add debtor list export function

For NON VAT clients there is a section for VAT, and its set to Bi Monthly and has a VAT registration number in. But they arent a VAT client so this is incorrect Also it would create tasks which are not needed

It would be useful to be able to add an expense to a client for example if i am sending records or letters and sending it registered post, this cost should be able to be put on the time sheet to include in the billing,

Allow documents to be uploaded as part of a workflow step/subtask

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

Some companies/partnerships have a number of directors/partners, all of whom may need to approve, or sometimes just one or two. Other clients have internal accountants/bookkeepers who they want to be able to view, but not approve documents (or may...

It would be extremely beneficial if Bright Manager integrated with Ignition. Many practices use Ignition for proposals, engagement letters and recurring fee collection. Currently, this requires duplicate data entry between systems. An integration ...

It would be extremely helpful to have a Global Document Library within Bright Manager. At the moment, if we want to share a standard document (for example payroll forms, brochures, guidance notes, etc.), we have to upload the same document individ...

Our clients are missing notes that we upload. When they click on the View All Documents button the notes don't appear unless they go through the folders, this is especially true on mobiles but also the case on desktop computers too.