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PINNED Improved notification system
Currently, the notification system can become quite full very quickly. It would be useful if there could be an option to have more visible notifications - either linked through our emails or an section that indicates more urgency, with a pop up fe...
PINNED Intelligent Email Management
Problem: Emails contain important context for jobs and tasks, but manually linking them (and their attachments) to client records or specific jobs is tedious and prone to being missed. Proposed Solution: We’re considering an AI assistant that pars...

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Showing 545 of 545

LLP Link to Companies House

LLP companies do not show a "View On Companies House" link at the top of the Contact card. Please could it be considered to include the link on LLP clients where the company number has been set.
Guest about 1 year ago in Administration 2 Will not implement

Email address for invoicing

more often than not invouces aren’t sent to the main or secondary contacts so it would be logical to have a dedicated field for email where invoices are sent to
Guest over 1 year ago in Invoicing & Finance 1

Remove deactivated staff

Ability to premanently remove staff. BM say they rmeian incase you wish to reactivate them however its is unlikley if the staff meember left several years ago
Guest 10 months ago in Administration 1

We have PAYE workflows that show up at the start of every month. block them from showing up until the 20th

No description provided
Guest 3 months ago in Tasks & Workflow 1 Already exists

Company Registrations Office - Ireland

BrightManger integrates with the Irish Company Registrations Office (CRO) where it pulls in Annual return date, Incorporation date & Registered Office. The system should also be able to pull in 'Company Secretary' and names of Directors as thi...
Guest about 1 year ago in Other 0

Kanban board for workflow/tasks

It would be useful to have a kanban board to show the tasks that need user input or ones that are with the client
Guest about 1 year ago in Tasks & Workflow 0

More than one user to receive eSign notifications

Allow more than one user other than the Client Manager to receive eSign notifications i.e. if the Client Manager is holiday/sick leave, someone else should be able to receive the eSign notification emails
Guest about 1 year ago in Documents 0

I want my employee to be "notified" when I reassign a task.

No description provided
Guest 10 months ago in Tasks & Workflow 0

Additional filters for WIP

Currently there are no filters for WIP, so we cannot search by years, but have to download the full report.
Guest over 1 year ago in Invoicing & Finance 0

Add ADMIN role in addition to Partner & Manager

I was wondering if at extra internal role could be added - Partner, Manager and new role of ADMIN. Then a member of the admin team could receive all the notifications as well rather than it all being on the client manager. Currently for admin team...
Guest over 1 year ago in Administration 1