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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enable accountants to set up a default document folder structure e.g. Documents from accountant Documents from client Out of date and amended documents Scanned documents to client I understand that c...
PINNED AI-Assisted Task Prioritisation
Problem: Staying on top of task priorities, status updates, and workflow changes can be hard - especially during busy periods or when multiple team members are involved. Proposed Solution: We’re exploring AI functionality that helps prioritise tas...

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Work flow views flexibility

It would be useful to see all the subtasks groups appearing when clicking on a task instead of just the current live subtasks group. This would be useful for lengthy workflows such as onboarding or accounts preparation tasks if several staff are i...
David Martinelli almost 3 years ago in Tasks & Workflow 0

Custom Forms - A Option to make some questions required

This is so they can not skip important Questions.
Guest almost 3 years ago in Administration 0

Enable "preffered name" as a merge field for emails

No description provided
Guest over 1 year ago in Emailing 3 Already exists

List and access all live tasks by right-clicking on a client in Clients view

In Clients view, it would be useful to be able to right click on a client to be able to open a separate tab which lists all the live tasks for the clients. To see all tasks allocated to a client, at present, one has to either open a separate windo...
David Martinelli almost 3 years ago in Clients 1

Overview - personal dashboard with your own tasks/subtasks, their deadlines, and services categories

It would be useful to be able to see a personal dashboard, perhaps in the overview menu, with all your allocated tasks/subtasks by category of services (accounts, bookkeeping, payroll, other) and that can be configured by either client a-z, deadli...
David Martinelli almost 3 years ago in Tasks & Workflow 1

To have alternative chasing records template on which you automate closer to deadlines

When getting chasing e-mails going out to client for records, We need to stress the urgency when we get closer to the deadline, Our Friendly e-mail that we sent before that has not worked so far, So it would be great to have automotive chase lette...
Guest almost 3 years ago in Administration 0

Mass change target dates

To be able to mass select tasks and mass change the target dates
Guest almost 3 years ago in Tasks & Workflow 0

Highlight 2FA on admin screen

It would be useful (in the absence of forced 2FA) to provide a visual clue to those member account holders whom do not have 2FA enabled.
Guest over 1 year ago in Administration 2 Already exists

Different Coloured Stars for Favorite Tasks

Would be helpful to have 3 different star colours that can prioritise the star task. Red : Priority 1Amber : Priority 2Green : Priority 3
Miriam Sackie-Mensah about 3 years ago in Tasks & Workflow 0 Planned

Update Client on Tasks Updates Via Email

Do you have the capacity to send sms messages or emails to clients letting them know the status of a job each time it moves on?
Miriam Sackie-Mensah about 3 years ago in Tasks & Workflow 0 Already exists