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enable accountants to set up a default document folder structure e.g. Documents from accountant Documents from client Out of date and amended documents Scanned documents to client I understand that c...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

    AML checks on mass

    AM being able to carry out mass AML checks periodically for clients. AM to have the passport and driving licence details safely stored to enable this.
    Guest 8 months ago in Administration 0

    Task deadline overview - more options and improvements

    Hi there, I am starting to like the task deadline overview on the Overview page and use it more and more. Thank you. :-) This request would be for improvements to it. I would love to see more date filter options/ Currently there are only four. But...
    David Martinelli 8 months ago in Tasks & Workflow 0

    A "today" button on the calendar when entering a date

    It would be useful to have a "today" button on the calendar that can be used when entering dates on eg Accounts Latest Action box, just like you get on the Outlook calendar when inputting an appointment.
    Guest over 1 year ago in Tasks & Workflow 0

    Allow easier transfer of work in progress from one client to another

    If time has been posted against an individual client and is to be charged to the partnership or company it is very long winded to transfer each line individually (edit - change client - save & view time - work in progress - search individual c...
    Mark Dorrill over 1 year ago in Time 2

    Client payments

    I'd like BrightManager to be able to collect payments directly from clients in the same way that Ignition does. This would offer a revenue stream for Bright and would remove another link in the chain from engagement to payment.
    Guest almost 2 years ago in Invoicing & Finance 0

    Bulk re-assign staff task assignees

    It is great that tasks can be bulk re-assigned by selecting them all in the tasks list. However, it does not re-assign the staff tasks assignees in the client record. It would be great if that option was added when re-assigning tasks. Either you j...
    David Martinelli over 1 year ago in Tasks & Workflow 0

    Custom views / hiding fields

    I like the ability to capture a lot of information about each client - but we find ourselves searching through lots of completely blank fields that are irrelevant / unused in our practice to get to the data we want. I would like to be able to cust...
    Guest almost 2 years ago in Clients 0

    Deadline calendar

    Deadline calendar on the overview page as a widget, then one is able to have an overview of clients that have deadlines. currently the task deadline overview only provides generic information related to the task it would be great to be able to ide...
    Guest almost 2 years ago in Clients 0

    Archiving custom forms

    Currently in order to tidy up custom forms you can only delete them. This then deletes any associated and completed client forms. I would like to be able to tidy up the forms page so it's easier to identify the form I need to enable.
    Guest almost 2 years ago in  0

    ID expiry date box position

    Please can it be possible for the ID expiry date boxes to have an option to be positioned with the ID verified 'sliders' in the Main and Secondary Contact sections so that they are much easier to work with.
    Guest 8 months ago in Clients 0