Allow the Client File to have more than 2 Contacts who can then have access to the Portal.

I have just spent 4.5 hours trying to get into any bright product because the 2FA emails stopped sending. Please can we have the option to pick the 2FA method when we sign in, so if we can;t get the email we an shoe app / phone instead? This is ho...

It is great that CC has been added when one sends emails to contacts. However, this option is not available yet in automated emails. It would be great to have this added too as it would be a very useful addition to the emails automation program. T...

Would it be possible to have the manager name next to the client name when the search bar brings up suggestions when searching for a client

Currently, the notification system can become quite full very quickly. It would be useful if there could be an option to have more visible notifications - either linked through our emails or an section that indicates more urgency, with a pop up fe...

The individuals raising invoices are rarely the ones who do the majority of work. Therefore, it would be useful to display a list of the current active tasks and their status when reviewing WIP. For example, if the task is a self assessment tax re...

The monthly totals is a great tool used to summarise staff billing however it would be great to see a breakdown of the figures. This feature would take it to the next level when identifying which clients are still yet to pay. It would simply incor...

It would be extremely useful to be able to customise the detail/narrative on an invoice generated from current wip wile keeping the total invoice the same and keeping the same wip invoiced (not leaving in current wip). The current system does not ...

Currently a maximum of two contacts have access to, eg, a company's portal and documents. We have several clients who have administrators or finance personnel, and these need to upload and download documents but not approval rights. I understand t...