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enable accountants to set up a default document folder structure e.g. Documents from accountant Documents from client Out of date and amended documents Scanned documents to client I understand that c...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

    Tasks- Progress note

    Would it be possible in relation to adding a progress note in a Tasks I can add additional text to the latest progress note, as currently a new progress note must be added . Whereas I can add additional text to a progress note in the service Detai...
    Guest 11 months ago in Tasks & Workflow 0

    Extract data from BrightManager

    Extract all the information is in the portal in one spreadshet
    Guest 11 months ago in Reporting 2 Need more feedback

    Increase capability for automated emails

    Create custom emails from more fields within a client file. For example where a companies year end is approaching, allowing ane automated email to the customer informing them and possibly arranging a meeting etc. At current, capacity for custom au...
    Guest over 1 year ago in Emailing 0

    Email notification after clients e-sign documents in their portal. I believe this feature is quite basic and should have been included from the very beginning.

    No description provided
    Guest over 1 year ago in Client Portal 0

    Workflows - subtasks groups mass update

    Such as mass updating tasks which is now available in BM, it would be very useful to be able to mass update groups of subtasks with one or two clicks, and so without having to complete/mark them N/A each and every one of them.
    David Martinelli 11 months ago in Tasks & Workflow 1

    Task time allocation and view time spent to date

    We need to be able to allocate a time limit to each job and be able to see accurately how much time has been spent against that job for staff to view. As an example, we might agree with a client that we will do 3 hours book-keeping each month. We ...
    Guest 11 months ago in Tasks & Workflow 3

    It would be beneficial to create a possibility to be able to mark fields in Custom Forms as mandatory.

    The issue we're encountering is that some clients skip several questions on our SA checklist created as Custom Form but can still submit the form. Consequently, we have to reach out to them externally (since the Custom Form reminders become ineffe...
    Guest almost 2 years ago in Documents 0

    Bulk Deletion of Times logs

    It would be useful to delete of time sheets in bulk, as in I merged two databases together including Timesheets from 2023 that was not needed on the merged Database so it would be nice to have the option to go in and delete them in Bulk instead of...
    Vanessa Ennis 6 months ago in Administration 0

    The Overview is a waste of time

    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...
    Guest almost 3 years ago in Dashboard 0

    Overview page - we nee an option to analyse 'last month'

    Overview page - we nee an option to analyse 'last month' We need a drop down stating ‘last month’ as we are tracking income Tax returns at are due on 31/10/2024 for hard copy returns and 14/11/2024 for online returns but the deadline on the system...
    Guest over 1 year ago in Dashboard 0