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

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 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,

Detailed idea / proposal for the BrightManager development team At present, BrightManager tasks allow only a single target date, which works well for short, single‑day activities but becomes limiting for larger pieces of work that realistically sp...

I wanted to raise a broader system improvement suggestion, as the current setup presents some practical challenges for us. At the moment, having emails sent from whoever enables or sends the form does not align with how client relationships are ma...

We incur 3rd party fees/invoices/costs on behalf of our clients. We require Bright Manager to be able to allocate these costs to clients in the wip ledger, to enable these costs to be included in invoices when issuing client invoice/fee

AI and custom apps are now becoming more common. While Zapier does a fair bit, it lacks some of the features that a REST API would allow. For example, we can create a new client in Zapier, but we can't link the LTD Main Contact to the SA record of...

It would be helpful to have auto message templates for receiving records for different services, rather than one generic one. This would allow us to adapt the information, such as turnaround times, dates etc, rather than manually changing each one.

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