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PINNED AI-Assisted Task Prioritisation
Problem: Staying on top of task priorities, status updates, and workflow changes can be hard - especially during busy periods or when multiple team members are involved. Proposed Solution: We’re exploring AI functionality that helps prioritise tas...
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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Edit notes

Ability to edit manually entered notes would be helpfull. :)
Guest over 1 year ago in Clients 5 Need more feedback

Portal Registration

We are in the process of inviting our existing clients to register for the portal, however the list of clients is not searchable - can this function be added to save us scrolling through every unregistered client?
Guest over 2 years ago in Administration 0

Work In Progress - Archive methods should be more flexible

The invoicing method via Bright Manager is too restrictive, so we download the Work In Progress and bill via Xero separately - providing the hours, narrative and multiple billing rates. We then have to Archive each client separately perhaps 200 a ...
Guest over 1 year ago in Invoicing & Finance 0

Invoice to show the number of hours or part thereof rather than unit 1 X the total value

Clients want to see the number of hours on a project so they see value for money. The transparency is huge and this prevents queries and questions
Guest over 1 year ago in Invoicing & Finance 0

Add in signature box to document

In order to replace a document signing platform we need the functionality of them such as adding in a signature box, a checkbox etc
Guest over 1 year ago in Documents 0

Hide service fees - user level setting

Feature request: Hide service fees per user settings It is not currently possible to customise staff access to hide service fees. It would be positive to see this feature added, perhaps added as an extension of 'Hide Fees Projection' option under ...
Guest about 1 year ago in Clients 0

API

Please could it be considered to provide an API to allow programatic updates via external sources, such as Zapier. Whilst it is understood a Zapier intergration is available, this is somewhat limited in functionality and fails to provide many need...
Guest over 1 year ago in Integrations 1

Sort WIP highest value to lowest value

when billing clients its helpful to see which clients haev the most time on them and you cannot do this without going through every page.
Guest over 1 year ago in Invoicing & Finance 0

Payroll additional Automatic tasks such as send P60, send end of year reports and different payslip periods

Currently Payroll setup create tasks monthly. It would be good to also auto create tasks yearly for sending P60 and End of year submissions Also have a different option for Weekly, 4 Weekly and monthly payslips
Guest over 2 years ago in Tasks & Workflow 0

Client with multiple companies

Will there be an option added to allow an email address be added to more than one client? We would have several clients who have multiple businesses / companies but would use one contact email address for convenience. The portal registration is no...
Guest 8 months ago in Client Portal 0