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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...

All ideas

Have a RESEND button for e-mails and signature requests, etc

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.
Guest about 3 years ago in Emailing 0

Allow Work in Progress to be imported from DRIVE

No description provided
Guest about 2 years ago in Time 0

Staff Holidays, Staff Overtime, Staff Time in Lieu and Public Holidays to be enabled like in DRIVE

No description provided
Guest about 2 years ago in Other 0

An option to prevent the automatic email generated when document uploaded

In most cases I am deleting the automatic emails produced when uploading documents to be signed by a client, as I instead send a canned email with more information. Could we please have an option to remove this feature added?
Guest about 1 year ago in Emailing 0

Time logged by task to be a column on the Export download

Hi, could the time logged (hours) be a new column in the Task export . The idea would be by having these extra columns it would allow me to compare the time logged to the time estimated time for each task. It would highlight tasks that are running...
Guest about 1 year ago in Reporting 1

Multiple File Downloads

I must say that I find AM notifications not very user friendly - why not just have the notification pop up when the download is ready? The initial ‘please wait’ message pops up, so it is counter intuitive to have to look elsewhere for the subseque...
Guest about 3 years ago in Other 0

new tasks get generated with a default workflow template

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
Guest about 2 years ago in Tasks & Workflow 3 Already exists

Templates : Add a Variable Can we have Variable for this year (2023) Last year (2022) and next year (2024).

I am preparing a Canned E-mail for the Self Assessment to pay, it would be good to be abler to put in the year so that it changes every year going forward.
Guest about 3 years ago in Other 0

Ability to access timesheets entries from tasks

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 ...
David Martinelli about 2 years ago in Time 0

2 way Intergration with FreeAgent

With Xero and Sage, we can AM to track our companies Invoices but FreeAgent integration don't allow that. I been told that there is an 1 way integration. Can you make this 2 ways as I can take an Advantage of free app that FreeAgent offers for cus...
Guest about 3 years ago in Integrations 0