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enable accountants to set up a default document folder structure e.g. Documents from accountant Documents from client Out of date and amended documents Scanned documents to client I understand that c...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

Get rid of the timer please

We never use the timer so it is a pain to have it pop up on the screen. When travelling it takes up a disproportionate amount of a small screen. Just a X to get rid of it would be a great efficiency saving
Guest over 1 year ago in Time 1

Staff permissions - adding clients

Could you add a tick button under staff permissions so that we have the option to allow certain team members only to be able to add clients?
Guest over 1 year ago in Clients 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 about 2 years ago in Documents 0

Timeline - Update (add note) via API

Timeline is a fantastic feature of BrightManager yet somewhat limited in function for a multi-tech stack enviornment. Could it be considered to provide functionality to allow updates to a client Timeline (adding a note), by the use of an API. This...
Guest over 1 year ago in Integrations 0

Link invoicing with BrightBooks

Integration of sales invoices to BrightBooks
Guest about 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 about 2 years ago in Administration 0

Monthly totals of Invoices shown ex VAT

To show monthly totals on Invoices without VAT, would give exact amount of sales
Vanessa Ennis about 2 years ago in Invoicing & Finance 0

Option to add image to correspondence/new note in time line

It would be great if I could add an image into the time line when adding a 'new note' or 'other correspondence'
Guest about 2 years ago in Administration 0

Click-through from overview pie chart to task list

Enable a user to click on a segment of the Overview pie chart to take them to the appropriately-filtered (for that segment and timespan) task list.
Neil Reddin over 2 years ago in Dashboard 0

BTC integration with Accountancy Manager

No description provided
Guest almost 3 years ago in Integrations 0