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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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PINNED Default Document Folder Structure
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enable accountants to set up a default document folder structure e.g. Documents from accountant Documents from client Out of date and amended documents Scanned documents to client I understand that c...
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    Showing 545 of 545

    Cross Billing

    For a married couple, we may invoice both partners in one invoice on separate invoice lines, instead of issuing a separate invoice for each individual. Therefore, it would be useful for the 'Allocate to Invoice' function to allow WIP to be assigne...
    Guest 17 days ago in Invoicing & Finance 0

    Staff monthly Totals should have a link to a breakdown

    The monthly totals is a great tool used to summarise staff billing however it would be great to see a breakdown of the figures. This feature would take it to the next level when identifying which clients are still yet to pay. It would simply incor...
    Khalid Hassan about 1 month ago in Invoicing & Finance 0

    Customise a generated Invoice from current WIP

    It would be extremely useful to be able to customise the detail/narrative on an invoice generated from current wip wile keeping the total invoice the same and keeping the same wip invoiced (not leaving in current wip). The current system does not ...
    Guest about 1 month ago in Invoicing & Finance 1

    Make Forms Available on client portal

    If a client has a new employee they want onboarded onto payroll, we have to send them a request to complete that form on BM. There should be an option to make permanently available a form to clients on the client portal. every time they have a new...
    Jay Wilson about 2 months ago in Client Portal 0

    Link from HMRC

    To have Bright Manager link to HMRC record for Self-assessment clients to populate a field "HMRC expects payment of £"
    Guest almost 2 years ago in Clients 4

    Widen the scope of the 'Bulk Action' tool

    Currently the Bulk Action button only offers either to 'Complete' or 'Reassign' tasks. It would be useful to extend these options to include more of the common status types, e.g. 'Records Requested', 'Ready to file', 'Awaiting approval' etc. For j...
    Neil Reddin 13 days ago in Tasks & Workflow 0

    Invoice Template

    The Invoice template colums use a lot of space on the Invoice and leave very little for the description. It would be useful to be allow the user to amend the Invoice template to reduce the number of colums as this would allow better descriptions o...
    Guest about 1 month ago in Invoicing & Finance 0

    To make the Risk Tab customisable.

    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 ...
    Guest almost 2 years ago in Administration 4

    Auto-emails for PAYE refs

    Auto-emails should be sent out to clients who have PAYE as an active service, requesting the PAYE references the same as they are for missing UTRs, Companies House authentication codes etc.
    Guest about 1 month ago in Emailing 0

    Hide folders from clients

    Could we have a feature to hide folders from clients as well as specific documents.
    Guest about 1 month ago in Documents 0