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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enable accountants to set up a default document folder structure e.g. Documents from accountant Documents from client Out of date and amended documents Scanned documents to client I understand that c...
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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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    Showing 557 of 557

    Templates : Add a Variable Can we have Variable for this year (2023) Last year (2022) and next year (2024).

    I am preparing a Canned E-mail for the Self Assessment to pay, it would be good to be abler to put in the year so that it changes every year going forward.
    Guest over 2 years ago in Other 0

    Under Clients/Client list. The columns filter/button. Have the list split in the sections. To make it easier to find column required

    When you are preparing a list of client, When you pick the columns, it appears as a long list. It is not easy to find what you need. If you had headers to break up the list such as services. It would be easier.
    Guest almost 2 years ago in Clients 3

    2 way Intergration with FreeAgent

    With Xero and Sage, we can AM to track our companies Invoices but FreeAgent integration don't allow that. I been told that there is an 1 way integration. Can you make this 2 ways as I can take an Advantage of free app that FreeAgent offers for cus...
    Guest over 2 years ago in Integrations 0

    Having the ability to block access to NI number, date of birth and personal UTR number from certain staff (users)

    These are personally identifiable information as per GDPR, and staff members who deal with limited company clients only do not need to have access to personal information relating to directors of the same companies.
    Guest almost 2 years ago in Administration 0

    Remove non client Notifications

    Is it possible to only receive notifications for actual client emails (i.e filter out any emails where the email address is not within the system as these email cannot be viewed and read within the system anyway) as the admin to archive all the no...
    Guest 11 months ago in Administration 0

    Part LoE send option

    When an Accountant adds a new Service to a Client File mid year they would like to have the option of sending out the LoE for only the Service added rather than sending the entire LoE again.
    Guest over 2 years ago in Administration 0

    Remove (X days until deadline) from automated reminders

    Please add the option to exclude the (X days until deadline) from the subject line of automated reminders. Clients are ignoring the content of the reminders which may have an earlier deadline, and only see that they have X number of days to action...
    Guest almost 3 years ago in Emailing 0

    Organised note section

    Currently the notes section for clients is not efficiently organised. Having folders/filters/categories would help improve this.
    Guest almost 2 years ago in Clients 0

    Improved resources organisation

    Currently the resources section cannot be categorised or filters, and when attaching resources to emails to clients, it can be quite difficult to find the one you want. Perhaps a search option or categories for resources would improve this.
    Guest almost 2 years ago in Emailing 0

    Option to enter time in hours or minutes, or time start and time end

    The time recording system is overly complex by only allowing time entered in minutes. It would be more user friendly if you could enter the time in hours, or by start to end time. For example full day activities like annual leave currently must be...
    Guest almost 2 years ago in Time 0