It would be helpful to have Self Assessment 'latest action' within the client file. At present we only have an Accounts 'latest action' field for SA clients. I know that Self Assessment is broken down within tasks, but from an administrative point...

It would be useful to be able to use more task statuses for non-service tasks. At present, the only task status available to users is 'In progress'. More non-service tasks statuses could either be user defined or service tasks statuses could be ma...

In Bright Manager, we often have incomplete tasks from the previous period that overlap with the need to open new-period tasks to ensure workflow continuity. To avoid duplication and preserve workflow progress, we manually update client profiles t...

I would like to be able to download the fee projections as an excel file.

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

add the client code that is in the url automatically to a field named 'client code'

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.

It would be nice to be able to run a report for archived clients that show the date they were archived

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

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...