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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

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 over 2 years ago in Time 1 Already exists

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 almost 3 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 almost 3 years ago in Time 0

Create automated emails without having to set up a new service. Link to existing automation settings

It would be useful if we could create an email template and link it to the existing automation settings for a service. For example, I want to send out a separate R&D email to all limited company clients in addition to their records request ema...
Guest about 3 years ago in Emailing 0

Display more timesheet data in invoice line items

When invoicing direct from timesheet data I want the client to see in the invoice: Date the time was spent. Elapsed time. (possibly) hourly rate.
Guest about 3 years ago in Invoicing & Finance 0

Time recording: Store default hourly rate

I want a default hourly rate to be drawn either from the user's profile or from the client's file, depending if the client's field has data in it. Also the user needs the option that either their rate overrides the client setting or the client set...
Guest about 3 years ago in Time 0

Timer: Save elapsed time in increments

I want to set an increment for each user, with the option to round time mathematically, or up.
Guest about 3 years ago in Time 0

Time Sheet: Type and Chargeable. It would be good to show the % of time worked and what we charged for for both all employees and single employee

It would be handy what % each staff member work on what Type of work and How much is that is Chargeable in the Day, Month and year. This will help me identify Employee performance against cost of the wages and it will tell me tell me how much time...
Guest about 3 years ago in Time 0

2 additional Boxes under services : Extra Work/ Balancing

It would be Good that we have two additional Boxes in the services Section Balancing payment (payment due when a clients go over to monthly and there is a payment due ) Extra Work
Guest about 3 years ago in Other 0

Canned E-mail : Group in category to make it easier to find a message.

I have a lot of Canned templates, Finding the correct one can be a pain, especially with in the e-mail view for canned messages, as it in order created. I would be helpful if we have a category grouped messages. So if a need a self Assessment mess...
Guest about 3 years ago in Other 1 Will not implement