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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 ...
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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Generating Letters from AM

Is there a way that letters can be generated from Accountancy manager, with fields clients name and address and reference number and exported to word?
Guest over 2 years ago in Integrations 0

Bulk re-assign staff task assignees

It is great that tasks can be bulk re-assigned by selecting them all in the tasks list. However, it does not re-assign the staff tasks assignees in the client record. It would be great if that option was added when re-assigning tasks. Either you j...
David Martinelli over 1 year 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

Contacts form is for UK I need Irish version

On the Contacts tab in clients where you can add contacts associated with the client that are not or do not need to be set up on BM, it is for the UK, is there anyway to change it to Ireland version so it says PPS number not NI number etc I have a...
Vanessa Ennis 11 months ago in Administration 0

Adding name of client to statements sent

It would be useful to have the client name on the statement name when we invoice it so when it comes into our inbox we can see straightaway who it is for instead of having to go into the statement everytime, not all emails to clients contain the c...
Vanessa Ennis 11 months ago in Invoicing & Finance 0

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

Xero invoice integration should only pull through approved invoices

At the moment the xero invoice integration pulls through draft customer invoices. Sometimes staff use these for the clients bookkeeping but they are subject to change before approval so they can end up with a mismatch to the payment. Only approved...
Guest 11 months 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 over 3 years ago in Tasks & Workflow 0

Add date column to chargeable vs non chargeable time report export

When I am looking at time spent on a client the export doesn't have the date next to the time entries, which would be very useful when I'm checking per client
Guest 11 months ago in Reporting 0