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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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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 ...
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All ideas

    Send SMS messages with the practice name to prevent them going to spam

    Is it possible to add a practice name when sending out SMS messages? Some clients have reported messages received (reminders / Meeting invites etc) being designated as Spam. This would prevent Clients ignoring messages.
    Guest 8 months ago in Other 0

    Add an MTD threshold box to have a less than £20k turnover option

    MTD threshold box to have a less than £20k turnover option - can't understand why it hasn't been added with the other boxes. We understand there is no date for these but it would still be useful to keep track of them.
    Guest 8 months ago in Clients 0

    Risk Notifications

    I try my best to keep my notifications current, IE The Notifications on the left pop up menu. It can be quite time consuming to manage this, but that is on me I guess as I must be doing too much. The issue I have is when I upload and add comments ...
    Guest about 2 years ago in Administration 1

    Create a custom workflow when creating a one-off task

    When creating a one-off task, have the ability to create a single workflow that is specific to that one task and doesn't get added to the workflow templates.
    Guest 9 months ago in Tasks & Workflow 1

    Remove the automatic sending of canned emails

    Currently, if you're using a canned email, you not only need to pause the email while you're amending it, but then you need to update the "pause" and go back in to edit. If you don't do that, after about 10 minutes, Bright will automatically send ...
    Guest over 1 year ago in Emailing 0

    Contacts form is for UK I need Irish version

    On the Contacts tab in clients where you can add contacts associated with the client that are not or do not need to be set up on BM, it is for the UK, is there anyway to change it to Ireland version so it says PPS number not NI number etc I have a...
    Vanessa Ennis 9 months ago in Administration 0

    VAT reminder days

    The way that reminder days are set up for VAT and accounts information requests, currently one has to manually enter the days, alternatively can we have an option to tick weekly /fortnightly/monthly reminders? as I find this very cumbersome, an ex...
    Mairéad Swanton over 1 year ago in Emailing 0

    Adding name of client to statements sent

    It would be useful to have the client name on the statement name when we invoice it so when it comes into our inbox we can see straightaway who it is for instead of having to go into the statement everytime, not all emails to clients contain the c...
    Vanessa Ennis 9 months ago in Invoicing & Finance 0

    Xero invoice integration should only pull through approved invoices

    At the moment the xero invoice integration pulls through draft customer invoices. Sometimes staff use these for the clients bookkeeping but they are subject to change before approval so they can end up with a mismatch to the payment. Only approved...
    Guest 9 months ago in Integrations 0

    SIMPLE ONE: Change task generated VAT item name to use "quarter end" rather than "quarterly end" (which sounds a bit weird as it currently is)

    VAT Return Quarterly End 28/02/2025 doesn't read right to me :-)
    Oli Thomas over 1 year ago in Tasks & Workflow 0