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enable accountants to set up a default document folder structure e.g. Documents from accountant Documents from client Out of date and amended documents Scanned documents to client I understand that c...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

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Xero invoice integration should only pull through approved invoices

At the moment the xero invoice integration pulls through draft customer invoices. Sometimes staff use these for the clients bookkeeping but they are subject to change before approval so they can end up with a mismatch to the payment. Only approved...
Guest 5 months ago in Integrations 0

Payroll task to show if payroll is monthly or weekly (as it did on the old task list)

On the old task list under each payroll task it would show some useful information to our payroll department (it would say “monthly”, “weekly” etc) whereas when they switch to the new task list this information is not shown - they are not switchin...
Guest about 2 years ago in Tasks & Workflow 0

Add date column to chargeable vs non chargeable time report export

When I am looking at time spent on a client the export doesn't have the date next to the time entries, which would be very useful when I'm checking per client
Guest 5 months ago in Reporting 0

Client search bar to show a list of recent items

This could help speed up the search and provide a more convenient way to navigate to client records.
Miriam Sackie-Mensah almost 2 years ago in Clients 1

Expand Deadline calendar

The current deadline calendar only covers half of the screen. It would be useful to fill up the whole screen so I can see more days and tasks.
Miriam Sackie-Mensah almost 2 years ago in Tasks & Workflow 0

Marking Invoices paid and it takes you back to the invoice list where you left off

When you are in the invoicing lists and you go into mark the invoice paid on a specific date it would be helpful that when you save that information it brings you back to the invoicing list exactly where you were, as if you were searching a partic...
Vanessa Ennis 5 months ago in Invoicing & Finance 0

It should be possible to add multiple contacts to a client.

I REALLY, REALLY, do not want to have to remember to switch on Visibility: Allow Client to View & Download EVERY TIME I upload a document. It is a waste of my time and my staff’s time. We would not want to hide uploaded documents from clients ...
Guest about 2 years ago in Clients 3

Viewing Email Attachments

Allow us to view email attachments in the outgoing drafts without having to go in to the email.
Guest about 2 years ago in Emailing 0

Bulk move folders

The ability to move a folder of documents or multiple folders of documents to tidy up the filing would be hugely helpful.
Guest about 2 years ago in Documents 1

WIP - report showing current v cleared

Rather than having to download an export for the current and cleared WIP it would be very useful to have an option to select both onto one download or have an export comparison download.
Guest 11 months ago in Reporting 0