Allows us to import these into our accounting software by service to allocate to correct sales category Allows for better reporting based upon sales invoices raised by service category

Currently you can only search by client name on WIP, it would be really helpful to search by client internal reference

Given that capital gains tax returns are now an item of work that an accountant will be doing on a regular basis, it makes sense to have capital gains tax return as a client type. This will enable the automation of records collections via custom f...

When I record tax liabilities for a client (e.g. income tax, corporation tax, VAT), once the client confirms that the tax has been paid, there is currently no easy way to mark this amount as “paid”. At the moment, I have to manually go back into t...

In Email manager, emails are automatically stored in a clients timeline if the email address matches their account, however I receive emails from suppliers, which would be good to track in a timeline the same way. At the moment I have to go in and...

It would be really helpful to be able to schedule a canned template bulk email to be sent at a specific time and date. For example, a reminder email to all relevant clients to pay tax on the 31st January, but set it up in advance to automatically ...

At the moment you can have 10 clients all with the same identical Internal Reference IDs. These internal references should be unique, treated as if they are Client ID's ,

To have Bright Manager link to HMRC record for Self-assessment clients to populate a field "HMRC expects payment of £"

To be able to customise the Risk tab with our own set of questions. We use ICAEW guidance and have a very specific risk assessment for our clients especially international clients. The risk assessment in BM is not useful to us and we cannot amend ...

When a document is rejected for signing there are times when the document is correct but the client needs an explanation. Once this is given it would be good to be able to reset the document to be signed rather than reuploading.