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enable accountants to set up a default document folder structure e.g. Documents from accountant Documents from client Out of date and amended documents Scanned documents to client I understand that c...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

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 about 2 years ago in Administration 1

Documents should be visible by default

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 Documents 0

Export facility compatible with import facility

Currently there is only one way to mass import clients and that is through the template import spreadsheet, which is fine. However when taking on a block of clients from another accountant, if that accountant is also using Bright Manager its an ex...
Guest over 1 year ago in Administration 1

Timsheet: Can Chargeable and non Chargeable be connected to Type

One of the idea I summitted that you could connect The Type of work to default to task Type i.e Payslips will auto default to a Payroll Type. In addition to that you can default the Chargeable, So Payroll is chargeable, so it will default to Charg...
Guest almost 3 years ago in Time 0

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 about 1 year 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...
Mairéad Swanton about 1 year ago in Emailing 0

Ability to add bulk notes on selected clients

If we need to add the same note to multiple clients, it is a case of going in one by one to add the note.
Jay Wilson over 1 year ago in Clients 6 Planned

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 about 1 year ago in Tasks & Workflow 0

Archive multiple notifications (but not all) instead of one at a time

I'd like to be able to click to select notifications and then archive those in one click instead of having to archive them one at a time, if i don't want to archive them all.
Mark Dorrill over 1 year ago in Administration 0

Google Drive link on tasks

When creating a task, the ability to add a link to a document/series of documents, that is in an external storage drive, such as dropbox or Google Drive. It will enable staff to quickly go from seeing their designated task in AM, and then clicking...
Guest almost 3 years ago in Documents 0