Any user of BTC software would be delighted if you could upload documents for clients' signatures by pressing a button in BTC( as you can do to Mydocsafe.) I am writing this idea here because you have purchased BTC. Currently, BTC supports integra...

Accept decimal figures (example 12.5%) when invoicing and not round it to the nearest whole number.

Our firm has 600+ clients recently input on BM and we are successfully using task function. We now would like to begin to use email automation on a test basis. We have been advised by BM that we would have to turn ON email automation globally (s...

Ability to group tasks together on the task list, eg. partnership accounts and the tax returns for the partnership and partners so they all appear on one line on the task list rather than multiple lines which aren't together.

Currently you can view Last Call value while applying filters. Can the field be visible under the client record (Internal?) as well?

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 ...

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...

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...

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.