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enable accountants to set up a default document folder structure e.g. Documents from accountant Documents from client Out of date and amended documents Scanned documents to client I understand that c...

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Showing 545 of 545

Task report export to show the client manager

It would be useful for the task report, when exported, to show the manager of the client as well as the assignee so that managers can plan their upcoming work
Guest almost 2 years ago in Reporting 0

Full Email Integration, that you do not need to Bcc the Bright Manager system when using external email apps (ie Gmail)

Other practice management systems have a fully integrated email system that allows you to reply to emails outside of Bright Manager, without having to Bcc the email for Bright manager in to the receipt list. Instead a fully integrated email system...
Guest almost 2 years ago in Emailing 0

Description field in Recurring Tasks made available to users

Hi there. We would very much like and would find it very useful to be able to use the 'Description Field' in the Recurring Tasks program. At the moment, when you click on recurring tasks, the list of all the tasks appear and a 'description field' ...
David Martinelli almost 2 years ago in Tasks & Workflow 0

Multiple staff can 'monitor' a task

It should be possible to have more than 1 person assigned as a 'Staff Task Monitor'. For example, I would like to assign the 'Staff Task Monitor' to 1 of my employees, so that the tasks show up on their task list, but also would still like to have...
Guest almost 2 years ago in Tasks & Workflow 0

Differentiate between prospects and clients

It would be useful if BM could differentiate prospects from clients. At the moment, when setting up a prospect, users have to select 'New Client'. If you can have a list of prospects on BM, when you archive them, the prospects appear along with th...
David Martinelli almost 2 years ago in Clients 0

invoicing 1 entry for total fee instead for each entry

Currently we detail all the work carried out for a project and only include at the bottom of the page the total price plus Vat. ie we do not include a price in each line of work. We need to have the option not to include an amount on each line; Ca...
Guest almost 2 years ago in Invoicing & Finance 0

Create a Tool to allow Time Logs to be set to Chargeable all in one go or for a set time range

The tool would be helpful in cases when it needs to be done in one go and would be one less ticket we would have to log with developers to do.
Guest almost 2 years ago in Time 0

New Timer - widget position on the screen

I had some feedback from a colleague regarding the new timer widget. All is great but for a small niggle, which is the position of the widget on the screen. It sits exactly where the number of tasks is indicated on the screen. Therefore, would it ...
David Martinelli about 2 years ago in Time 1

Filtering tasks improvements - service frequency field added in advanced search

Hello there. Would it be possible to add fields to the tasks advanced search? Our practice would benefit from having a frequency field in the advanced search. For instance, we would like to be able to filter bookkeeping tasks which are monthly, qu...
David Martinelli about 2 years ago in Tasks & Workflow 0

Timesheet: Show the total time for services shown on display and the show the time the % of that time for each section.

So that we can track what each team Member is currently doing and where the type of work they are doing.
Guest over 2 years ago in Time 0