Pinned ideas

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...

PINNED BrightManager Public API — Read-Only (Clients & Tasks)

We're exploring a read-only public API for BrightManager, and want to hear from interested practices. Clients Tasks Custom fields Workflow status Read-only — no write/update actions Who this is for: Practices keeping data current in ...

All ideas

5 VOTE

Option for DD payments on invoices

Ability to be able to add monthly dd payments to annual invoice. At the moment there is only POA which is very poor and has no information.

Guest about 3 years ago in Invoicing & Finance 0

3 VOTE

Export facility compatible with import facility

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...

Guest almost 2 years ago in Administration 1

5 VOTE

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 over 3 years ago in Tasks & Workflow 0 Already exists

5 VOTE

Report to Show Unviewed Emails

No description provided

Miriam Sackie-Mensah over 3 years ago in Emailing / Reporting 0 Need more feedback

5 VOTE

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 over 3 years ago in Tasks & Workflow 0

3 VOTE

Archive multiple notifications (but not all) instead of one at a time

I'd like to be able to click to select notifications and then archive those in one click instead of having to archive them one at a time, if i don't want to archive them all.

Mark Dorrill about 2 years ago in Administration 0

2 VOTE

Correct the Year End Mismatch for LLPs on missing data

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

Guest over 1 year ago in Administration 0

3 VOTE

Add Page Breaks to LOE's so when downloaded to PDF formatting is unchanged

This would be useful because at the moment when the LOE is downloaded to PDF by a client, the formatting, spacing and overall look of the LOE is poor.