Skip to Main Content
ADD A NEW IDEA

Pinned ideas

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 ...
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...

All ideas

Timesheet - Ability to lock completed period

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.
Guest about 2 years ago in Time 0

Task priority feature

Add a field to flag clients by priority and be able to filter them so you can see the priority tasks.
Guest over 1 year ago in Tasks & Workflow 0

BCC/CC replies from timeline as well as other manual emails

Currently we can select to be automatically BCC into manual emails but this does happen when the manual email is sent as a reply from the client’s timeline
Guest over 1 year ago in Emailing 1 Already exists

Freeze organisation name on the client file when scrolling down

No description provided
Miriam Sackie-Mensah about 2 years ago in Clients 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 over 2 years ago in Tasks & Workflow 0

Speed up the moves from one page to the next

Speed up the moves from one page to the next. It takes too much time to use the system.
Guest about 1 year ago in Client Portal 0

Remove deactivated staff

Ability to premanently remove staff. BM say they rmeian incase you wish to reactivate them however its is unlikley if the staff meember left several years ago
Guest over 1 year ago in Administration 1

CIS records request reminders

Just like the system automates paye records reminders it should by default have a CIS records request reminder. If anything , the CIS regime is more punitive than PAYE. I've asked the BM staff and been told 'we aren't planning this..'
Guest over 2 years ago in Administration 1

Viewing Email Attachments

Allow us to view email attachments in the outgoing drafts without having to go in to the email.
Guest over 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 over 2 years ago in Documents 1