BM is currently missing a key feature that most accountants expect from practice management software: a clear, list-based view of upcoming deadlines on the dashboard. At present, deadlines are displayed mainly in graph format, which is not practic...

The Invoice template colums use a lot of space on the Invoice and leave very little for the description. It would be useful to be allow the user to amend the Invoice template to reduce the number of colums as this would allow better descriptions o...

I would suggest that you should be able to customise the task progress options, for example add manager review, partner review, etc rather than just to be reviewed and reviewed.

We incur 3rd party fees/invoices/costs on behalf of our clients. We require Bright Manager to be able to allocate these costs to clients in the wip ledger, to enable these costs to be included in invoices when issuing client invoice/fee

I REALLY, REALLY, do not want to have to remember to switch on Visibility: Allow Client to View & Download EVERY TIME I upload a document. It is a waste of my time and my staff’s time. We would not want to hide uploaded documents from clients ...

Please make it so that it is possible for add standardised attachments to templated emails so that when sending an email at a workflow step, the email template also has an attachment

Hi there, I would like to suggest an improvement idea in order to be able to quickly find the information and data users are after. Could you please add a 'client name' field in task filters? Many thanks, David M

Currently you can only mark client Invoice as paid or not. Allow payment on account and/or part payment of client invoices

Add debtor list export function