Problem / why it’s usefulWe lose a lot of time on back-and-forth because clients upload incomplete information (e.g., invoices but missing bank statements), or upload documents outside the relevant tax year. This causes delays, repeated chasing, a...

It would be very helpful if, instead of the standard notification system that is in place (which seems to notify you around 1 day before a task becomes due, you could set up when you want to be notified by the system of upcoming tasks. For example...

Hiding sensitive clients from certain users, we have some very sensitive clients that we do not want all users on BM to be able to access their data. We can do this in our other systems but this feature is missing in Bright Manager.

Show all of the companies SIC codes in their database rather than just the first

At the moment only the client manager receives an email on the signing of a document, it would be really helpful if more than one person did so that if someone is away there is always a backup.

Timesheet segments are in 15m intervals, so if a box is clicked it will start at 00, 15, 30 or 45. If there is a time entry already recorded on a day, it would make sense for the next entry to automatically begin at the end of this previous entry....

Clints often have a work and personal email. There should be an option for a second email address for the client . This was a requts for a second email address for one of teh contacts, not another contact. I donlt think this facility exists curren...

On the new tasks list, on the side panel, it would be great and useful to have a 'Timesheet' tab added so controllers can check how much time has been spent on the task, by whom and the last time when time was logged on a task

When uploading documents where only the second contact is registered, you cannot make the bulk upload visible to the client, they have to be done individually by editing each document. This then generates an email for each document which is exactl...

On timesheets, the total hours for the week should be able to be set to staff working hours rather than a 24 hour clock.