For regular tasks such as VAT returns, the BrightManager task process involves logging time and then completing the task so that the next quarter is pulled through. It would be great if there was a button on the timesheet entry screen which asked ...

I would like to be able to search on the individual client timeline by a date filter.

It would be great to be able to create letters for posting within AM, using the data already held. Not only would client addresses etc be pre-populated, but the letters would be retainied 'in the cloud'

When sending an email thro' Bright you can sent to 1 email address, cc various email address and bcc other email address. After the email is sent and you review this email in timeline, you can only see the email address of person sent the email an...

Either into the timeline or under its own tab. Much more useful than SMS integration. Used by 75% of clients (no matter how much I continue to use email!)

Problem: Onboarding a new client involves repetitive and manual tasks: entering client information, conducting AML checks, and setting up records in BrightManager. This process is time-consuming, error-prone, and often delayed due to data collecti...

I would be great if we could have a section called "Knowledge Hub" visible for all clients where we post tax updates or general information

For a married couple, we may invoice both partners in one invoice on separate invoice lines, instead of issuing a separate invoice for each individual. Therefore, it would be useful for the 'Allocate to Invoice' function to allow WIP to be assigne...

The dropdown for 'payment method' isn't editable within invoice creation. We have clients that pay by DD for example, but there is no option for this or to be able to edit this. It would be good to be able to change this

Can we enable an option so that we can see the Time spent ( with chargeable and also non-chargeable) on a client by individual staff member.