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PINNED AI-Assisted Task Prioritisation
Problem: Staying on top of task priorities, status updates, and workflow changes can be hard - especially during busy periods or when multiple team members are involved. Proposed Solution: We’re exploring AI functionality that helps prioritise tas...
PINNED Default Document Folder Structure
In addition to the failure of Bright Manager to enable accountants to set up a default document folder structure e.g. Documents from accountant Documents from client Out of date and amended documents Scanned documents to client I understand that c...

All ideas

Get rid of the timer please

We never use the timer so it is a pain to have it pop up on the screen. When travelling it takes up a disproportionate amount of a small screen. Just a X to get rid of it would be a great efficiency saving
Guest over 1 year ago in Time 1

Staff permissions - adding clients

Could you add a tick button under staff permissions so that we have the option to allow certain team members only to be able to add clients?
Guest over 1 year ago in Clients 0

Automated Time Log Suggestions

Problem: Manually tracking and logging time is often forgotten or done in a rush, leading to inaccuracies and missed billable hours. Proposed Solution: We’re exploring an AI feature that tracks user activity across BrightManager and suggests time ...
James Reilly 9 months ago in Artificial Intelligence 0

Smart Document Management with AI

Problem: Uploading, categorising, and assigning documents to the correct client or job is a repetitive task that takes up valuable admin time and can lead to misfiled documents or inefficiencies in locating the right files later. Proposed Solution...
James Reilly 9 months ago in Artificial Intelligence 0

Timeline - Update (add note) via API

Timeline is a fantastic feature of BrightManager yet somewhat limited in function for a multi-tech stack enviornment. Could it be considered to provide functionality to allow updates to a client Timeline (adding a note), by the use of an API. This...
Guest over 1 year ago in Integrations 0

Workflow - Allocate Subtask to team/ group of users

Some subtasks can be completed by any individual on a given team so would be useful to be able to allocate a subtask to that team so when it is ready for completion the task can be picked up by anyone on the team
James Reilly about 3 years ago in Tasks & Workflow 0

Disengagement letter needs to be able to be signed in the system

You set up this new disengagement letter but the clients cannot sign it. Considering we use brightmanager for signing documents it should have software that allows the client to sign it, much like the engagement letter.
Guest over 1 year ago in Clients 3

ability to mark invoices as paid even when they are no longer linked to quick books

We no longer use Quickbooks integration but the invoices raised when it was linked to our BM means I cant edit the invoices or mark them as paid (unless paid in full), also i cant add a part payment on these invoices either as they were done in BM...
Vanessa Ennis 10 months ago in Invoicing & Finance 0

Re-order Bookmarks and categorise them in sub-folders.

No description provided
Miriam Sackie-Mensah over 1 year ago in Other 0

Change default increments on timesheet

Being able to change the default increments on our timesheet would give us greater control and make it quicker to make entries.
Guest over 1 year ago in Time 0