ADD A NEW IDEA

Pinned ideas

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...
Share feedback 0
PINNED BrightManager Public API — Read-Only (Clients & Tasks)
We're exploring a read-only public API for BrightManager, and want to hear from interested practices. Clients Tasks Custom fields Workflow status Read-only — no write/update actions Who this is for: Practices keeping data current in ...
Share feedback 0

All ideas

    Using more of the HMRC API

    At present, we have to manually check HMRC to confirm whether a client has an outstanding Self Assessment balance. If BrightManager could pull in the SA liability amount directly from HMRC (with client authorisation) and display it within the clie...
    Guest 11 months ago in Clients 5 Planned

    Turn off Notifications

    As I need to be the manager for all clients I receive far too many notifications. The facility should be there to be able to turn some off. I do not need to know if a staff member has amended the status of a task etc.
    Guest almost 2 years ago in Administration 7

    Accountant login to Client portal

    It would be nice to view or have access to the client portal in order to assist them.
    Miriam Sackie-Mensah over 3 years ago in Client Portal  / Other 3

    MTD IT variable field should report from the Filing Details

    In our email reminders for our MTD IT clients, we are using the following variable in our template %MTDQUARTERLYPERIOD% which is defaulting to "Q1 - 6th April to 5th July", however within the Client Info section under the MTD Quarterly Filings Det...
    Guest 28 days ago in Emailing 1 Planned

    View linked documents on task directly from Tasks Page

    I have been linking documents to tasks but it almost feels pointless to do so at present. When I review my tasks page i have to revert back to the client page then documents to see related task documents. If when i select a task it shows the docum...
    Guest about 2 months ago in Tasks & Workflow 1

    two way API

    it would be useful to have an API for zapier or power automate so that we can pull client information automatically from bright manager. weekly, monthly reports are often required. however it would be useful to be able to automate an email to the ...
    Guest 4 months ago in Artificial Intelligence 0

    Complete a task via timesheet

    For regular tasks such as VAT returns, the BrightManager task process involves logging time and then completing the task so that the next quarter is pulled through. It would be great if there was a button on the timesheet entry screen which asked ...
    Guest 3 months ago in Tasks & Workflow 0 Planned

    PAYE Frequency - add more options

    To add the option to have more than just one PAYE frequency, for clients who have employees that are paid both weekly and monthly. Then If you want to email a specific message to clients who pay employees weekly, it would be useful to be able to f...
    Mairéad Swanton 5 months ago in Emailing 0

    Update the estimated hours for tasks

    We cant see that there is a way to updated the estimated time for the automated task other than ammending individually which is not ideal, can we add this as a feature so it will pull through the estimate ie limited company accounts should take 4 ...
    Bradley Hannaford 2 months ago in Time 0

    REST API

    AI and custom apps are now becoming more common. While Zapier does a fair bit, it lacks some of the features that a REST API would allow. For example, we can create a new client in Zapier, but we can't link the LTD Main Contact to the SA record of...
    Guest about 1 month ago in Integrations 0