Currently it appaers possible to prevent emails from being sent on a weekend or bank holiday. It would be helpful to be able to ammend this list to include additional dates for non-sending. Adding the ability to prevent automated emails from being...

Webhook integration should be considered to allow capture of updates to client records. This could include notifications, name changes, date changes or any other hook desired.

Currently, if you're using a canned email, you not only need to pause the email while you're amending it, but then you need to update the "pause" and go back in to edit. If you don't do that, after about 10 minutes, Bright will automatically send ...

Great improvement to have the names of the writer of note within the note section (History), Is it possible to have the History description to appear on the task once you open it to full view (yellow in attached Doc) This will mean we will see the...

The way that reminder days are set up for VAT and accounts information requests, currently one has to manually enter the days, alternatively can we have an option to tick weekly /fortnightly/monthly reminders? as I find this very cumbersome, an ex...

To add a feature where you can lock a staff members timesheet for a particular period (each week for example) when it's been completed and checked to make sure it's correct.

VAT Return Quarterly End 28/02/2025 doesn't read right to me :-)

I suppose in AM you would call it a view, rather than a report, because AM doesn’t seem to have reports as such. To produce the same report as I can get in a few clicks in Digita, I seem to have to go into Tasks, which just shows a list of everyth...

The Overview gives me no useful information and is not drillable, so I cannot even see which client(s) graphs, etc relate to. It needs a drastic overhaul. I find that using AM at partner level is very difficult. There is (or appears to be – if the...

In most cases I am deleting the automatic emails produced when uploading documents to be signed by a client, as I instead send a canned email with more information. Could we please have an option to remove this feature added?