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enable accountants to set up a default document folder structure e.g. Documents from accountant Documents from client Out of date and amended documents Scanned documents to client I understand that c...

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Showing 557 of 557

Profitability Reporting

Add Revenue vs Cost Reporting View profitability within a given time period Segment profitability reporting by Client Service Client Manager/ Partner Assign non-time client costs Allocate practice costs
Jon Ellis almost 3 years ago in Invoicing & Finance / Reporting 1

Task monitor and partner as selectable people for workflow steps

In the people dropdown on workflows it currently gives the options; task assignee, client manager and a list of staff members. This change would make it so that task monitor and partner are selectable people for workflow steps. This fixes an issue...
Guest almost 2 years ago in Tasks & Workflow 0 Planned

Remove the automatic sending of canned emails

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 ...
Guest 12 months ago in Emailing 0

VAT reminder days

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...
Guest 12 months ago in Emailing 0

SIMPLE ONE: Change task generated VAT item name to use "quarter end" rather than "quarterly end" (which sounds a bit weird as it currently is)

VAT Return Quarterly End 28/02/2025 doesn't read right to me :-)
Oli Thomas 12 months ago in Tasks & Workflow 0

ID expiry date box position

Please can it be possible for the ID expiry date boxes to have an option to be positioned with the ID verified 'sliders' in the Main and Secondary Contact sections so that they are much easier to work with.
Guest 6 months ago in Clients 0

Self-employed - Cash or Standard Accounting Indicator

Self-employed people can prepare accounts on the cash or under GAAP. The cash basis will soon be the default position. The client record should have the accounting basis selected so we can distinguish the method (in the same way we can on VAT regi...
Guest almost 2 years ago in Clients 0

wip categories

Categories for wip, eg, payroll, accounts, tax , consultancy.. so we can clearly see quickly where the outstanding wip is and bill on that specific category. eg, extra payroll costs in the year, click on wip payroll and raise invoice... i don't wa...
Guest about 2 years ago in Time 0

Contact details show the age of the individual

Helpful to have the age automatically shown in the client record directly calulated from the date of birth.
Guest 6 months ago in Clients 0

Target dates for sub-tasks on workflows as well as the main task

No description provided
Guest about 1 year ago in Tasks & Workflow 0