It would be helpful to have Self Assessment 'latest action' within the client file. At present we only have an Accounts 'latest action' field for SA clients. I know that Self Assessment is broken down within tasks, but from an administrative point...

In Bright Manager, we often have incomplete tasks from the previous period that overlap with the need to open new-period tasks to ensure workflow continuity. To avoid duplication and preserve workflow progress, we manually update client profiles t...

This idea is from a controllers point of view .Would it be possible to have the ability to bulk select clients and update deadline date rather than having to update the deadline field by Client. If this was possible other fields like 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 ...

Some larger amounts of WiP do not stand out if they have no pence shown; it would be useful for all figures to be uniformly shown with pounds and pence

Hi there, could it be possible to be able to add a 'default time type' for users so that when they use timesheets, their default time types doesn't have to be typed? Many thanks! :-D

Our old system had a re-send button , it would be good to have this feature on AM because clients are always losing or deleting e-mails.

Can you add a a facility to mark new tasks as private for your own personal use