It would be useful to have conditional logic available in the LoE templates so that we can choose to display different text in certain circumstances based on the value if a particular field.

Hi there, Currently, workflow details description fields have a character limit of 255 characters. Sometimes, some users need more.... Working in an accounting practice can be a confusing for some just like me, whom need to have it explained to th...

I'm unsure if this is already there but I can't seem to find it - better view of emails within a client tab - auto save email attachments into the documents section under an email attachments folder - ability to create a task directly from email a...

When a task in the workflow is completed it is assigned to a stage in the Work Progress, ie Sent for review = To Review

It is not possible to differentiate between a Director Self Assessment Client and an Individual/Sole Trader Client when sending a bulk email to self assessment only clients as they all use the Self Assessment Service which is the only field you ca...

It would be useful to be able to update the job stage when you are filling in time on the timesheet.

We regularly work with clients who have multiple companies alongside personal tax affairs, and it is common for them to use different email addresses for each entity. Currently, BrightManager requires a single email address per linked client recor...

We're exploring a read-only public API for BrightManager, and want to hear from interested practices. Clients Tasks Custom fields Workflow status Read-only — no write/update actions Who this is for: Practices keeping data current in ...

As with the 64-8 , can the agent services account be connected to BrightManager which will smooth out MTD ITSA, VAT and CGT authorisations?