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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enable accountants to set up a default document folder structure e.g. Documents from accountant Documents from client Out of date and amended documents Scanned documents to client I understand that c...
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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...
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    Showing 557 of 557

    Ability to format invoices into own design etc and remove discount

    Have the ability to format the invoice style within settings in perticular remove discount
    Guest almost 2 years ago in Invoicing & Finance 0

    Bring back being able to search for archived clients

    No description provided
    Guest over 1 year ago in Clients 2

    Adding custom field columns to clients list

    Adding custom field columns to clients list.
    Guest over 1 year ago in Clients 0

    "Are you sure?" Safety net when closing an unsaved email

    Currently, before you click "send" if a new email is closed by clicking on the cross it is immediately lost forever with no warning or backup. It would be good to have this safety net in place as in other areas of BM or when drafting emails in Out...
    Mark Dorrill almost 2 years ago in Emailing 3 Planned

    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

    Email BrightPortal Invoices

    Time can be saved on administration if it were possible to recieve automated emails from BrightPortal when a new invoice is generated. It is understood from investigating by the BM support team, this it is currently not possible to set the invoice...
    Guest over 1 year ago in Administration 2 Need more feedback

    A report that shows expected fees using the services.

    All of the information on fees is in BM so a report would be extremely useful.
    Guest 8 months ago in Reporting 0 Need more feedback

    BM Notifications option to be sent by email

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