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PINNED AI-Assisted Prospect Qualification & Onboarding (Charlie)
Problem: Qualifying new prospects and getting them through AML and ID checks is one of the most time-consuming parts of taking on a client — chasing documents, verifying identities, repeating the same intake questions, and keeping everything compl...
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...

All ideas

New tasks list - timesheets tab

On the new tasks list, on the side panel, it would be great and useful to have a 'Timesheet' tab added so controllers can check how much time has been spent on the task, by whom and the last time when time was logged on a task
David Martinelli about 1 year ago in Tasks & Workflow 3

Assign Staff to Teams

Be able to group staff; e.g. Tax team / accounts team/ managers / or whatever you like. The ability then to allocate sub-tasks to a group rather than individual staff members.
Miriam Sackie-Mensah about 3 years ago in Administration / Other 1

Recurring Invoicing

Add a function to allow recurring invoicing including an approval process and a report/summary of all recurring invoices
Jon Ellis about 3 years ago in Clients / Invoicing & Finance 5 Need more feedback

Drag and Drop items on the deadline calendar like outlook

It would be great if you could drag and drop tasks on the deadline calendar like in outlook. This would help with moving tasks if needed and for planning your month.
Guest 3 months ago in Tasks & Workflow 0

Track staff holiday entitlement

It would be useful to be able to track staff members remaining holiday entitlement. They are already posting time to a holiday 'time type' whenever they take holiday so having a holiday entitlement field for each staff member that is automatically...
Guest about 2 years ago in Time 0

Allow multiple contacts & some signatories on each client

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...
Guest almost 3 years ago in Clients 1

Add PEP/Sanctions check to AML checks for Irish Clients

Add PEP/Sanctions check to AML checks for Irish Clients. Function does not currently work for Irish clients as confirmed by Ayman in Bright Manager Support.
Guest 3 months ago in Clients 0

Allow templates for folders

Allow templates for a folder to be replicated for all similar clients. For example a Permanent File is common to all clients and all accountants so would save an enormous amount of time having to replicate the Permanent File folder structure on ea...
Guest about 1 year ago in Documents 1

Timeline View

Timeline is a fantastic tool, albeit missing a few features to make it even more inclusive. Users have commented on Timeline standard view being flag format, not being easy to scan read. Could an option be added to provide switching to single colu...
Guest over 1 year ago in Other 0

Tasks filters and sorting improvements - Task Assignee

Hi there, I would like to suggest an improvement idea in order to be able to quickly find the information and data users are after. Could you please add a 'Task Assignee' field in task filters, for all users and also in the Insights module? Indeed...
David Martinelli 3 months ago in Tasks & Workflow 2 Need more feedback