Pinned ideas

PINNED Intelligent Email Management

Problem: Emails contain important context for jobs and tasks, but manually linking them (and their attachments) to client records or specific jobs is tedious and prone to being missed. Proposed Solution: We’re considering an AI assistant that pars...

PINNED BrightManager Public API — Read-Only (Clients & Tasks)

We're exploring a read-only public API for BrightManager, and want to hear from interested practices. Clients Tasks Custom fields Workflow status Read-only — no write/update actions Who this is for: Practices keeping data current in ...

All ideas

2 VOTE

Comapre Invoiving Totals to Last Year

In the home dashboard there is current month invoice and it compares to this time last month. I think it should compare to this time last year.

Miriam Sackie-Mensah over 3 years ago in Dashboard 0 Need more feedback

1 VOTE

YE Date and a VAT included Tick Box under Services required

Client Detail/Services Required : When you enter a price in the service required or in my case it updates from Bright proposal. There is confusion for if it is the current year or still the prices from last you. Also it is un clear ifthe price is ...

Guest over 1 year ago in Clients 0

2 VOTE

Import client documents in bulk

Import documents per client in bulk.

Miriam Sackie-Mensah over 3 years ago in Documents 0 Already exists

2 VOTE

Custom Client VAT Start Date

Set automated custom VAT start date. Would also be nice if there's a way to inform the clients exact period for which a VAT return or accounts are being prepared when sending a records request.

Miriam Sackie-Mensah over 3 years ago in Clients 0 Will not implement

2 VOTE

Report to show when clients have uploaded documents based on permission level

Only client managers get notified when clients upload documents however the admin (users with the right permission) would also like to know when clients upload documents via reporting.

Miriam Sackie-Mensah over 3 years ago in Reporting 0 Will not implement

1 VOTE

Overview page details - Task Progress Overview

On the overview page it shows the "Task Progress Overview". however there is no way to client and understand where which data comes from, and what specific clients this information relates to.

Guest over 1 year ago in Tasks & Workflow 0

1 VOTE

Signed Documents - do it all in one place

When a client e-signs a tax return, I download it to their client folder on my PC and then print it out (I know, but I still like paper !!). Currently, from the "Signed Documents" screen, I have to go into each client to do this, then back to the ...

Guest over 1 year ago in Documents 0

1 VOTE

Scheduling

BrightManager is not great for Scheduling across a whole year as the next Task is only created when the last one is completed. E.g if a client has a VAT Task for Q1 25 we only have 1 Task for that year. BrightManager should be able to provide a re...