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PINNED Improved notification system
Currently, the notification system can become quite full very quickly. It would be useful if there could be an option to have more visible notifications - either linked through our emails or an section that indicates more urgency, with a pop up fe...
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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enable accountants to set up a default document folder structure e.g. Documents from accountant Documents from client Out of date and amended documents Scanned documents to client I understand that c...
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All ideas

    Showing 545 of 545

    Search client by email address

    I would love if it was possible to search for a client with their email address. Would make it easier for finding clients who have changed their surname or who are a contact for a business.
    Guest almost 2 years ago in Client Portal 0

    Payment reminders

    can it please not have data reminding just the date - when there are too many reminders left let’s say 100 weeks cannot go through them on the same date with let’s say 20 days reminding left - then if we do it 2 days later - we need to change all ...
    Guest 11 months ago in Emailing 0

    Inviting Clients into the client portal

    You can carry out an AML check on a client without going to the AML Page - there is a button on the client page as a shortcut. Instead of searching for the client in the People page, there should be a button on the client page which invites them i...
    Jay Wilson 11 months ago in Client Portal 0

    CREDIT CONTROL

    Add a column in the Invoices tab for notes to be made against invoices (i know you can have notes in timeline but these would be spefically for invoice chasing) Potentially an option to send an email / statement from bright manager chasing those i...
    Jay Wilson 11 months ago in Clients 0

    FreeAgent PAYE Integration

    FreeAgent and BrightManager have an integration, BM should be able to pull through a liability balance for the PAYE to then send automated payment reminders to clients.
    Guest 11 months ago in Integrations 0

    archived client report in date order

    It would be nice to be able to run a report for archived clients that show the date they were archived
    Guest almost 2 years ago in Clients / Reporting 0

    Adding columns to WIP in progress

    If we could add the column for TYPE on WIP it would mean we could breakdown each section Ie Accounts 2022, Bookkeeping 2022 and see what each is actually costing for re quotes
    Vanessa Ennis almost 2 years ago in Other 0

    Better Signed Document facilities

    In the list of Signed Documents, it would be most useful to: a) be able to print AND download the signed document from that window, rather than having to go to the client record, and b) to see if said document had previously been printed and/or do...
    Guest almost 2 years ago in Documents 0

    We should be able to save 'reports' of tasks, not only have one custom view

    I REALLY, REALLY, do not want to have to remember to switch on Visibility: Allow Client to View & Download EVERY TIME I upload a document. It is a waste of my time and my staff’s time. We would not want to hide uploaded documents from clients ...
    Guest almost 2 years ago in Reporting 0

    Task Completion Box Moving When Ticked

    When i tick a task for completion, the entire line moves, and the whole task deadline is unnecessarily large, it should be more compact and easy on the eyes.
    Guest almost 2 years ago in Tasks & Workflow 0