Add a column in the Invoices tab for notes to be made against invoices (i know you can have notes in timeline but these would be spefically for invoice chasing) Potentially an option to send an email / statement from bright manager chasing those i...

FreeAgent and BrightManager have an integration, BM should be able to pull through a liability balance for the PAYE to then send automated payment reminders to clients.

I understand from my staff that it is very time consuming to track through notifications of client changes. We may have to update these changes in other systems e.g. Digita, QBO, HMRC systems, etc so we need to be able to quickly pick these up and...

At the moment the e-mail template just says a document is waiting for approval. The e-mail address may be used by the client for several businesses, so the e-mail template should state the business name and the template/document name.

Clients are not punctual. Letters of Engagement are generally designed to last only one year. I suggest that in addition to the option of automatically resign letters of engagement so many days after they were originally sign, it would be nice to ...

Sometimes client records get duplicated and have to be archived, however when you then try and link clients together there is no indication as to which record is archived - can this be added?

Under Accounts setting/Task Target Dates : you have to do a globe choice for X days after 'Records Received', X days after 'Period End', X days before 'Deadline' It would be better to pick the choice of configuration per services not Globally. Exa...

We can complete tasks in bulk and we can reassign tasks in bulk - could we not amend status of tasks in bulk too please? (or add bulk progress notes)