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.

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...

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.

The monthly totals is a great tool used to summarise staff billing however it would be great to see a breakdown of the figures. This feature would take it to the next level when identifying which clients are still yet to pay. It would simply incor...

At the moment, if you change the progress on self employed accounts, the change is mirrored against the client's tax return. I may have the situation where accounts are "awaiting approval" but the tax return is "records requested" - the progress s...

It would be extremely useful to be able to customise the detail/narrative on an invoice generated from current wip wile keeping the total invoice the same and keeping the same wip invoiced (not leaving in current wip). The current system does not ...

Someone did say to me today that it would be good if you could move directly from a client's main dashboard/page directly to the list of tasks on the Tasks page, where all the jobs are listed for this client only. I agree with them. Currently, you...

Keeping track of clients ID expiries would b very useful to ensure compliance with AML regulations. I have been able to set up a new field on the clients file to allow me to put the date in but it doesn't covert to a task so there are no reminders...

I think it would be really useful if BrightManager had an interim billing option. The idea would be that we can create an interim bill and link it directly to a specific task. That bill would then show against the task in the WIP report, so we can...

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.