The Invoice template colums use a lot of space on the Invoice and leave very little for the description. It would be useful to be allow the user to amend the Invoice template to reduce the number of colums as this would allow better descriptions o...

We would like to see the Internal client ref number appear next to the Client name at the top of each client record. Currently when you search for a client this does appear in brackets (see attached) next to the client name at the point of search ...

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.

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enable accountants to set up a default document folder structure e.g. Documents from accountant Documents from client Out of date and amended documents Scanned documents to client I understand that c...

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...

It would be useful to be able to change fields directly from the Client listing, so that it isn't necessary to go into the full client record. I'm specifically referring to fields which have are in a drop-down format, such as the assigned manager/...

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