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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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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

Marking Invoices paid and it takes you back to the invoice list where you left off

When you are in the invoicing lists and you go into mark the invoice paid on a specific date it would be helpful that when you save that information it brings you back to the invoicing list exactly where you were, as if you were searching a partic...
Vanessa Ennis 11 months ago in Invoicing & Finance 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

Allow use to move columns in View of Client List

Is it possible to allow users to change the order of how columns show on the client list ? for instance we use an internal reference and would like to see that before the client name on the Client list view. If we could drag and drop columns in a ...
Guest over 2 years ago in Dashboard 0

Emails stay under client when deleted from Email Manager

Is there anyway that the emails can stay until the client but be deleted from email Manager ? At present if an email is deleted from Email Manager it is also deleted from the Clients timeline.
Guest over 2 years ago in Emailing 0

Better view for emails per client to help us find older emails faster without scrolling through pages

We are just using BM 4 weeks and already its difficult to locate emails when some clients have pages of emails to scroll through, and we dont necessarily know what subject was used on the email sent. Whats it going to be like in a years time ? Is ...
Guest over 2 years ago in Emailing 0

Bulk Deletion of Times logs

It would be useful to delete of time sheets in bulk, as in I merged two databases together including Timesheets from 2023 that was not needed on the merged Database so it would be nice to have the option to go in and delete them in Bulk instead of...
Vanessa Ennis 11 months ago in Administration 0 Planned