Categories for wip, eg, payroll, accounts, tax , consultancy.. so we can clearly see quickly where the outstanding wip is and bill on that specific category. eg, extra payroll costs in the year, click on wip payroll and raise invoice... i don't wa...

When I am looking at time spent on a client the export doesn't have the date next to the time entries, which would be very useful when I'm checking per client

When you are in the invoicing lists and you go into mark the invoice paid on a specific date it would be helpful that when you save that information it brings you back to the invoicing list exactly where you were, as if you were searching a partic...

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...

Use the existing 64-8 functionality with Partnerships

If you need to upload update documents, it's frustrating to go into each document and turn off the request to e-sign. Would instead be more helpful to have a button on the main screen to just toggle on/off

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 ...

It would be useful to delete of time sheets in bulk, as in I merged two databases together including Timesheets from 2023 that was not needed on the merged Database so it would be nice to have the option to go in and delete them in Bulk instead of...

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...

On the Missing Data report for LLPs it doesn't match the year end date to the P800 Partnership Tax Return date thus throwing up an error. Instead it is looking for a CT600 date which doesn't exist on an LLP