To show monthly totals on Invoices without VAT, would give exact amount of sales

It would be great if I could add an image into the time line when adding a 'new note' or 'other correspondence'

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...

In most cases I am deleting the automatic emails produced when uploading documents to be signed by a client, as I instead send a canned email with more information. Could we please have an option to remove this feature added?

Is it possible to allow users to change the order of how columns show on the client list ? for instance we use an internal reference and would like to see that before the client name on the Client list view. If we could drag and drop columns in a ...

Is there anyway that the emails can stay until the client but be deleted from email Manager ? At present if an email is deleted from Email Manager it is also deleted from the Clients timeline.

We are just using BM 4 weeks and already its difficult to locate emails when some clients have pages of emails to scroll through, and we dont necessarily know what subject was used on the email sent. Whats it going to be like in a years time ? Is ...

Hi, could the time logged (hours) be a new column in the Task export . The idea would be by having these extra columns it would allow me to compare the time logged to the time estimated time for each task. It would highlight tasks that are running...

Allow creation of roles to group staff together and use the role to assign different permissions to different groups (roles) of staff

Add options to set varying billing frequencies and bill clients based upon these Monthly Quarterly Annually On Completion Time-Based