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...

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)

So we have started to use the job management and workflows more effectively and at present for each new client we take on we are creating a manual task for them and then adding the on boarding work flow, it would be a good idea to have this automa...

With the wider use of AI notetakers, it seems sensible that ALL communications with CLIENTS should be recorded in AM, not just the odd email and call - so ALL online meetings that can be recorded with FATHOM AI should be possibnle to add to the Ti...

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.

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 ...

We have staff who have time off in lieu and then make up their time later. We need to see how much time the staff owes or company owes them. We had a meeting with Killian to try and find a way around this but no solution was found as minus hours a...

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