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enable accountants to set up a default document folder structure e.g. Documents from accountant Documents from client Out of date and amended documents Scanned documents to client I understand that c...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

Feature request: 'New Note' button always visible on client landing page. Save time (and page-loads) by adding a feature to enable 'New Note' on the client landing page, instead of having to navigate to Timeline to post a note.
Guest about 1 year ago in Clients 1

Set Target Date for Recurring Task

We tend to work to target dates so these tasks are being created but only with a deadline date so the target date has to be set manually.
Miriam Sackie-Mensah about 3 years ago in Tasks & Workflow 0 Already exists

Change Target Date Without Opening Task

Being able to change the Target Date from the task list would be great and save time especially when changing multiple target dates.
Miriam Sackie-Mensah about 3 years ago in Tasks & Workflow 0 Will not implement

Min required fields mandatory to add a new client on BM

To help with data quality and capture basic essential details before saving. Could we have a small number of mandatory fields when creating a new client - Name, Address, email, phone number, Client Type and Nature of business ?
Guest about 1 year ago in Clients 0

Set default ‘Staff Task Allocation’ for custom created services

Please consider extending the 'Staff Task Default Allocation' settings to include custom created services.
Guest about 1 year ago in Tasks & Workflow 3

Report to Show Unviewed Emails

No description provided
Miriam Sackie-Mensah about 3 years ago in Emailing  / Reporting 0 Need more feedback

We have PAYE workflows that show up at the start of every month. block them from showing up until the 20th

No description provided
Guest 7 months ago in Tasks & Workflow 1 Already exists

Automated Reminders for canned email messages

To be able to set up automated reminders for specific emails not related to accounts records requests.
Mairéad Swanton about 1 year ago in Emailing 1

Unpause global email queue

Please would you move the function to pause or unpause the email queue for all staff from the Queue window to somewhere else, possibly the Accounts Settings window. If this button is accidently clicked emails will be sent to clients that were not ...
Jenny Dinnage 8 months ago in Emailing 0

Workflow - Notify when Subtask is actionable

would be useful to be able to notify a subtask assignee/ team (see team idea) when a subtask is ready for completion (ie all pre-requisite tasks are complete)
James Reilly about 3 years ago in Tasks & Workflow 0