When creating an automated email template, there is an option for entering todays date with the %DATE% variable. However is it possible to enter a deadline date for say in 10 days time? For example to us %DATE+10%, it would automatically pick the ...

To look at invoices per month, to be able to export them to Excel sheet you have the option to see the current month summary so why not each month? at the moment I can also only export all invoices then filter them in excel

I'm getting notifications for clients CS01's being overdue yet it was submitted 16 days earlier and the information against the record has updated and rolled forward with the new date for next year but the notification still says overdue. Using In...

If a client has a new employee they want onboarded onto payroll, we have to send them a request to complete that form on BM. There should be an option to make permanently available a form to clients on the client portal. every time they have a new...

If there is a change to the engagement letters, a bulk resign facility will make things easier and quicker then going into each client specifically.

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...

It would be very useful to have a variable in the template email section that automatically populates either good morning or good afternoon.

We assign tasks to different staff members and we would want the completed emails of the task to go from the task assignee not manager

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...

It would be useful to be able to export the task list as a simpler version, that shows the client, the job stage, latest job stage, and notes as a PDF file as well as a CSV version