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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enable accountants to set up a default document folder structure e.g. Documents from accountant Documents from client Out of date and amended documents Scanned documents to client I understand that c...
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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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All ideas

    To allow adding your own attachment to the Proposal Template

    I typically send clients a PDF with instructions on how to grant accountants access to their HMRC account online, rather than sending a 64-8 form. I would like to include this as a template in my Proposals.
    Guest over 1 year ago in Clients 0

    Tracking client Wealth

    Tracking client wealth is something of growing importance, for purposes of AML due diligence AND IHT and CGT. It can create opportunities and open up lines of communications with clients that might ordinarily get missed. I am preparing personal ba...
    Guest over 1 year ago in Clients 0

    Change the date a progress was updated

    When the progress bar is updated [mostly for awaiting approval/awaiting payment] it would be useful to be able to change the date. Currently the date is set to the date of action which will match the date an email was sent to the client however if...
    Guest over 1 year ago in Tasks & Workflow 0

    Frequency setting for custom, manually created tasks

    I would consider it helpful to have an option to allow custom, manually created tasks to have frequency setting present to them (daily/weekly/monthly/quarterly/annually). It would allow us to save time on creating new tasks by hand and ensure cons...
    Guest over 1 year ago in Tasks & Workflow 2

    Client Statements

    Enable bulk sending of client statements so you dont have to individually click email on each one. By queuing the emails you can still delete ones you didnt wish to send and this will save a lot of time.
    Guest over 1 year ago in Invoicing & Finance 0

    Add Review step in the Autogenerated Tasks for Accounts, Self Assessment and Management Accounts.

    Currently When an Accounts/Tax return Task is Generated depending on what services are required. AM will create the following tasks. Bookkeeping, Accounts preparation, CT600, Self Assessment, Companies House Submission. etc It would be helpful for...
    Guest over 1 year ago in Tasks & Workflow 5

    Allow the changed Dashboard setting to be saved ie you wish to save 4 week View on Dashboard

    No description provided
    Guest almost 2 years ago in Dashboard 0

    Set a default jurisdiction

    To be able to set a default jurisdiction for new clients. Currently defaults to Companies House and you have to scroll for Irish Self Assessment Would like to set my BM to be for Irish Clients as i have no UK clients It easy to miss that you need ...
    Guest almost 2 years ago in Administration 0

    when sending invoices from accountancy manager, it would be useful if there is an alternative copy email address so i can copy the invoice email to my accountancy software.,

    Instead of any invoices generated by accountancy manager and copied to my email address, i woud like the copy to be sent to a different email address (my software)A great deal of clients would also like invoices to be sent to a different email add...
    Guest almost 2 years ago in Emailing 0

    Move client from custom automation setting to global automation setting via the overview page

    If possible on the overview page it should be possible to move the client back to the global settings here on an individual basis, and multi select too.
    Miriam Sackie-Mensah almost 2 years ago in Clients 0