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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 BrightManager Public API — Read-Only (Clients & Tasks)
We're exploring a read-only public API for BrightManager, and want to hear from interested practices. Clients Tasks Custom fields Workflow status Read-only — no write/update actions Who this is for: Practices keeping data current in ...
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    Edit notes

    Ability to edit manually entered notes would be helpfull. :)
    Guest almost 2 years ago in Clients 6 Need more feedback

    Allow both annual and monthly fees in services

    It would be useful to have both annual and monthly fees in the services section. This could reflect any annual charges that are invoiced monthly as well as one-off charges that are charged once a year, for example.
    Guest 10 months ago in Administration 0

    Email address for invoicing

    more often than not invouces aren’t sent to the main or secondary contacts so it would be logical to have a dedicated field for email where invoices are sent to
    Guest over 2 years ago in Invoicing & Finance 1 Planned

    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 almost 2 years ago in Integrations 1

    Interim Invoice

    I think it would be really useful if BrightManager had an interim billing option. The idea would be that we can create an interim bill and link it directly to a specific task. That bill would then show against the task in the WIP report, so we can...
    Guest 5 months ago in Invoicing & Finance 0

    Email attachments needed for replies on BM client timeline

    Currently there is no option to attach files to replies within the BM timeline on the client record, if you need to attach anything you have to create a new email losing the original email thread. Can we please have this added as it means we don't...
    Mairéad Swanton about 2 years ago in Emailing 8 Planned

    Add section " About Your Accountant"

    No description provided
    Guest 5 months ago in  1 Need more feedback

    Open jpg formats the same as pdf

    No description provided
    Guest 5 months ago in  0 Need more feedback

    PAYE and CIS liabilities section and reminders option

    No description provided
    Guest 5 months ago in  0 Need more feedback

    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 10 months ago in Tasks & Workflow 2