Currently a maximum of two contacts have access to, eg, a company's portal and documents. We have several clients who have administrators or finance personnel, and these need to upload and download documents but not approval rights. I understand t...

Hi there, I hope everyone is doing OK. I needed to double check if I had set up a delayed/scheduled notification for something I had to do/check in the future. I could not find where to check delayed/notifications. I asked the AI assistant where I...

when you clear wip it just automatically disappears, would be useful to have a box where you can write notes on why you've cleared, who has done it etc

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'

Would it be possible that if the client account registered address is the same as the accountancy practice that the reminders for HMRC authorisation codes are turned off/ supressed Maybe a toggle to say send auth code reminders if it cant be an au...

Just wondering if I’m missing something in Bright Manager as I’m uploading documents for clients to sign and then manually marking the task as “awaiting for approval”. Is there any way that this can be automated?

It would be great to have a feature on the Overview page that allows us to see what is outstanding for a specific type of tax instead of every single tasks within the next 4 weeks. It is currently the beginning of December and we are currently try...

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

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...