ADD A NEW IDEA

Pinned ideas

View all
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...
Share feedback 0
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enable accountants to set up a default document folder structure e.g. Documents from accountant Documents from client Out of date and amended documents Scanned documents to client I understand that c...
Share feedback 11

All ideas

    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

    Add Page Breaks to LOE's so when downloaded to PDF formatting is unchanged

    This would be useful because at the moment when the LOE is downloaded to PDF by a client, the formatting, spacing and overall look of the LOE is poor.
    Guest almost 2 years ago in Documents 0

    Allow Sole Trader details to be Viewed on Client Summary, like Address, Phone Nos and Nature on Business

    No description provided
    Guest almost 2 years ago in Client Portal 0

    Enable a Column to add WIP to Clients Listing Summary Overview

    No description provided
    Guest almost 2 years ago in Clients 0

    A internal Holiday Diary

    Where staff can apply for holidays
    Guest almost 3 years ago in Other 1

    Allow ex-clients to access portal

    It would be useful for ex clients marked as no longer acting to still be able to access their documents in the portal. A new field of where a reminder comes up for automatic archiving after a user defined global time period (e.g 3 years). This wou...
    Guest almost 3 years ago in Client Portal 1

    Weekly/Monthly Payslip option that generates a task to produce paysilps

    Under the PAYE section it would be good to have an option to create an auto task to complete payslips for client monthly/weekly4weekly. You will also need a 'start from date' so we can control the date it generates. Some Clients sometimes have wee...
    Guest almost 3 years ago in Other 0

    Enter Payment dates/types and Part payments to invoices

    Enter Payment dates/types and Part payments to invoices rather than just paid or not It's frustrating to have to record elsewhere if a customer has paid by cash or paid a part pyt or overpyt
    Guest almost 3 years ago in Invoicing & Finance 0

    Option for DD payments on invoices

    Ability to be able to add monthly dd payments to annual invoice. At the moment there is only POA which is very poor and has no information.
    Guest almost 3 years ago in Invoicing & Finance 0

    Risk Notifications

    I try my best to keep my notifications current, IE The Notifications on the left pop up menu. It can be quite time consuming to manage this, but that is on me I guess as I must be doing too much. The issue I have is when I upload and add comments ...
    Guest almost 2 years ago in Administration 1