This is so they can not skip important Questions.

can it please not have data reminding just the date - when there are too many reminders left let’s say 100 weeks cannot go through them on the same date with let’s say 20 days reminding left - then if we do it 2 days later - we need to change all ...

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.

In Clients view, it would be useful to be able to right click on a client to be able to open a separate tab which lists all the live tasks for the clients. To see all tasks allocated to a client, at present, one has to either open a separate windo...

It would be useful to be able to see a personal dashboard, perhaps in the overview menu, with all your allocated tasks/subtasks by category of services (accounts, bookkeeping, payroll, other) and that can be configured by either client a-z, deadli...

When getting chasing e-mails going out to client for records, We need to stress the urgency when we get closer to the deadline, Our Friendly e-mail that we sent before that has not worked so far, So it would be great to have automotive chase lette...

To be able to mass select tasks and mass change the target dates

Do you have the capacity to send sms messages or emails to clients letting them know the status of a job each time it moves on?

Is there a way that tasks don’t appear for clients that are prospects? Seems to clog up the list when we can’t work on them yet.