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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enable accountants to set up a default document folder structure e.g. Documents from accountant Documents from client Out of date and amended documents Scanned documents to client I understand that c...
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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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All ideas

    Upload Multiple Documents At The Same Time

    Maybe there is a function for this that i just haven't found yet but every time i try to upload multiple documents to a single folder the second upload will just replace the first upload. It would save a lot of time if we could drag multiple docum...
    Guest about 1 year ago in Documents 0

    Report to show which clients have bespoke automation

    We need a report to be able to see which clients have bespoke automation attached to them and the terms associated with that automation At the moment this can only be seen by going into each client individually and clicking on the automation tab
    Guest about 2 years ago in Reporting 1

    Remove non client Notifications

    Is it possible to only receive notifications for actual client emails (i.e filter out any emails where the email address is not within the system as these email cannot be viewed and read within the system anyway) as the admin to archive all the no...
    Guest about 1 year ago in Administration 0

    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 about 2 years ago in Client Portal 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 about 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 about 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 about 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 about 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 about 2 years ago in Tasks & Workflow 0

    BTC software - upload for client signature to AM client portal from BTC directly (like existing Mydocsafe)

    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...
    Guest about 2 years ago in Documents 0