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Pinned ideas

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...
PINNED BrightManager Public API — Read-Only (Clients & Tasks)
We're exploring a read-only public API for BrightManager, and want to hear from interested practices. Clients Tasks Custom fields Workflow status Read-only — no write/update actions Who this is for: Practices keeping data current in ...

All ideas

BM Notifications option to be sent by email

Option to have your BM notifications sent by email.
Guest over 2 years ago in Administration 0

Workflow Group Titles on the task list

I want the ability to create custom workflow group titles to help keep my practice more organised.
Miriam Sackie-Mensah 10 months ago in Tasks & Workflow 0

Role based permissions

Allow creation of roles to group staff together and use the role to assign different permissions to different groups (roles) of staff
Jon Ellis over 3 years ago in Administration 0 Need more feedback

Improved Service Fees/Billing Frequencies

Add options to set varying billing frequencies and bill clients based upon these Monthly Quarterly Annually On Completion Time-Based
Jon Ellis over 3 years ago in Invoicing & Finance 1 Need more feedback

What is being signed printed onto signature page

When a client signes a document i.e Accounts and also at the same time a Tax Return there is no distiction when you print the signature page between the two pages, please can the name of the document be printed somewhere on the signature page?
Guest over 2 years ago in Documents 0

Can we have the facility to download one WIP report sorted by Manager instead of having to produce say 10 individual manager reports which is currently the case. We just want it all on one single report by manager.

No description provided
Guest 10 months ago in Reporting 0

Link invoicing with BrightBooks

Integration of sales invoices to BrightBooks
Guest over 2 years ago in Invoicing & Finance 0

Automated daily emials with tasks due that day

A list of tasks due and overdue by emial every morning would be useful for Practice management
Guest over 2 years ago in Administration 0

Monthly totals of Invoices shown ex VAT

To show monthly totals on Invoices without VAT, would give exact amount of sales
Vanessa Ennis over 2 years ago in Invoicing & Finance 0

Option to add image to correspondence/new note in time line

It would be great if I could add an image into the time line when adding a 'new note' or 'other correspondence'
Guest over 2 years ago in Administration 0