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

Having a overview widget on the main dashboard, showing number of documents waiting on client approval, and number of documents approved/signed by clients. Having the notifications icon listing all the actions can create a long list to wade throug...

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.

In Xero a sales invoice can be 'paid' either by entering a Payment, allocating to a Credit Note or by allocating a prior Overpayment. The current integration does not cater for all of these possibilities so invoices remain outstanding in Bright Ma...

When setting up a ne client, have an option to Auto generate an reference. Have a couple of option, First 4 letters the 3 numbers, or Partner initials and a 3 digit number.

Currently the only option for the sender of automated record requests is the client manager or task owner, change this to allow users to select which user email the reminders are sent from

It would be useful to be able to select clients and then mass update them. For instance, when you create custom fields in AM, then you would not have to access clients individually and update them one at a time. Obviously, this would only work for...

Add a field to flag clients by priority and be able to filter them so you can see the priority tasks.

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.

Some thing that I have been meaning to ask, and something that can cause us issues, is that when a member of staff sends a document to a client for e-signing, they might not necessarily be the person that is named as the manager on the system, so ...