We added a client some time back, with several tasks, including PAYE. It looks like this task is driven by the ‘RTI Deadline’ in the ‘PAYE Details’ area of the client details. We didn't realise this and no task was created: We’ve missed registerin...

We’ve tried changing templates to Arial 10 but when the email goes out it isn’t in Arial 10. We seem to be spending far too much time fiddling with the font of an email before it goes out to make sure it looks professional. Clients are already ver...

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...

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...

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...

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.

BM is currently missing a key feature that most accountants expect from practice management software: a clear, list-based view of upcoming deadlines on the dashboard. At present, deadlines are displayed mainly in graph format, which is not practic...

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enable accountants to set up a default document folder structure e.g. Documents from accountant Documents from client Out of date and amended documents Scanned documents to client I understand that c...

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 ...

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