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...

I believe that having a "Send email to all contacts" button on the client page would be a productive addition. I am aware this task can be done using filters, but I find the process just a bit cumbersome. You always get those companies where there...

add the client code that is in the url automatically to a field named 'client code'

Would be good to have a N/A button that fills all items within each section N/A. A good example would be a Self-assessment workflow. We have each part of the self-assessment divided into sections, Employment, Self-assessment, CGT etc , When you co...

When you record part records received, it would be helpful if you could see on task page what records were requested, instead of having to re-type this into progress note.

A new task is created, let's say VAT return submission, it comes up with a default workflow template, set up either globally or as per client

At the moment, it is possible to see 'Logged Time' from tasks, so the amount of time spent on a task. I find it would be useful if you could then click on a button to see all the timesheets entries logged on tasks. This would be a useful tool for ...