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...

When you are preparing a list of client, When you pick the columns, it appears as a long list. It is not easy to find what you need. If you had headers to break up the list such as services. It would be easier.

We are looking at using BM Workflow to deal with our onboarding processes.It is currently controlled by an unwieldly spreadsheet. For this to work we need the ability to report on all clients within the onboarding workflow and to see at what stage...

These are personally identifiable information as per GDPR, and staff members who deal with limited company clients only do not need to have access to personal information relating to directors of the same companies.

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...

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...

Currently the notes section for clients is not efficiently organised. Having folders/filters/categories would help improve this.

The time recording system is overly complex by only allowing time entered in minutes. It would be more user friendly if you could enter the time in hours, or by start to end time. For example full day activities like annual leave currently must be...

Other Progress options would be "Filed", "Submitted", "Account on Hold" etc