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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enable accountants to set up a default document folder structure e.g. Documents from accountant Documents from client Out of date and amended documents Scanned documents to client I understand that c...
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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Task frequency to be increased to 3 years

We added some services under the "services required" section that recur every three years. its related to the Limited companies. We are looking to see the task for that service to be renewed every three years. The maximum available frequency perio...
Guest 9 months ago in Tasks & Workflow 0

Setting default lunch/break in timesheets

Adding in default lunch / break slots for all staff instead of manually inputting lunch breaks each day
Guest 9 months ago in Time 0

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 almost 2 years ago in Invoicing & Finance 0

Edit notes

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

Written user guide

While the click through interactive help is good, a concise written user/reference guide would be helpful so user can skip to the part that they need
Miriam Sackie-Mensah about 3 years ago in Other 1 Already exists

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

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...
James Reilly 9 months ago in Artificial Intelligence 0

Latest Action - Add to CreateTime log - Advanced

Timesheet - create Time log - in the Advanced section could the tasks ' Latest action' dropdown be included as an option for each log. I feel this would save duplication between updating tasks and time log . thks
Guest 9 months ago in Time 3 Need more feedback

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