Problem: Manually tracking and logging time is often forgotten or done in a rush, leading to inaccuracies and missed billable hours. Proposed Solution: We’re exploring an AI feature that tracks user activity across BrightManager and suggests time ...

Problem: Uploading, categorising, and assigning documents to the correct client or job is a repetitive task that takes up valuable admin time and can lead to misfiled documents or inefficiencies in locating the right files later. Proposed Solution...

Some larger amounts of WiP do not stand out if they have no pence shown; it would be useful for all figures to be uniformly shown with pounds and pence

We no longer use Quickbooks integration but the invoices raised when it was linked to our BM means I cant edit the invoices or mark them as paid (unless paid in full), also i cant add a part payment on these invoices either as they were done in BM...

When an Accountant adds a new Service to a Client File mid year they would like to have the option of sending out the LoE for only the Service added rather than sending the entire LoE again.

Can you add a a facility to mark new tasks as private for your own personal use

On the client’s automation tab there should be an indication of which automation is using custom days, and an option for the user to reset this client back to global settings.

Please add the option to exclude the (X days until deadline) from the subject line of automated reminders. Clients are ignoring the content of the reminders which may have an earlier deadline, and only see that they have X number of days to action...

When clients copy in their colleagues/spouses the email feature in BM doesn't show this so I always have to check in Outlook to see who is included in a conversation. If it's more than one person I can't easily reply to all in BM (the solution is ...

At the moment the email signature is added at the end of all of the emails including those you are replying to, it would be neater if it was added just under the email which is being sent to the client