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PINNED Improved notification system
Currently, the notification system can become quite full very quickly. It would be useful if there could be an option to have more visible notifications - either linked through our emails or an section that indicates more urgency, with a pop up fe...
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enable accountants to set up a default document folder structure e.g. Documents from accountant Documents from client Out of date and amended documents Scanned documents to client I understand that c...

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Showing 545 of 545

Add client code automatically to a field

add the client code that is in the url automatically to a field named 'client code'
Guest 7 months ago in Administration 2 Need more feedback

Add holidays to staff calendars

I've started to use the task calendar for the bookkeepers to see if they can take anymore tasks before allocating. It would be useful if we could log their holiday in there otherwsie we have to go to their outlook as well. As BM is already connect...
Guest almost 2 years ago in Tasks & Workflow 0

Recurring tasks - remain in the same screen after updating

Hi there, It would be useful if after one updates a recurring task, you end up again the recurring tasks program/screen. Currently, after updating, the screen loads up your current tasks. Many thanks
David Martinelli almost 2 years ago in Tasks & Workflow 0

Generating Letters from AM

Is there a way that letters can be generated from Accountancy manager, with fields clients name and address and reference number and exported to word?
Guest almost 2 years ago in Integrations 0

Disengagement letter needs to be able to be signed in the system

You set up this new disengagement letter but the clients cannot sign it. Considering we use brightmanager for signing documents it should have software that allows the client to sign it, much like the engagement letter.
Guest about 1 year ago in Clients 3

New Timer - time log improvements

Would it be possible to add the start time of your task in the new time counter ? I would find useful to click on the timer icon and be able to add the time I started this task. I would also like to be able to add time manually to a time log. At t...
David Martinelli over 2 years ago in Time 0

BM Notifications option to be sent by email

Option to have your BM notifications sent by email.
Guest almost 2 years ago in Administration 0

What is being signed printed onto signature page

When a client signes a document i.e Accounts and also at the same time a Tax Return there is no distiction when you print the signature page between the two pages, please can the name of the document be printed somewhere on the signature page?
Guest almost 2 years ago in Documents 0

Link invoicing with BrightBooks

Integration of sales invoices to BrightBooks
Guest almost 2 years ago in Invoicing & Finance 0

Automated daily emials with tasks due that day

A list of tasks due and overdue by emial every morning would be useful for Practice management
Guest almost 2 years ago in Administration 0