Invoicing & Finance

Allows us to import these into our accounting software by service to allocate to correct sales category Allows for better reporting based upon sales invoices raised by service category

If a client is on stop/hold as they owe money, If there was a way to notify all staff members that a client is on hold BEFORE they do any more work for them that would be ideal, At the moment I am adding this info to Urgent notes but unless you ph...

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 individuals raising invoices are rarely the ones who do the majority of work. Therefore, it would be useful to display a list of the current active tasks and their status when reviewing WIP. For example, if the task is a self assessment tax re...

The monthly totals is a great tool used to summarise staff billing however it would be great to see a breakdown of the figures. This feature would take it to the next level when identifying which clients are still yet to pay. It would simply incor...

It would be extremely useful to be able to customise the detail/narrative on an invoice generated from current wip wile keeping the total invoice the same and keeping the same wip invoiced (not leaving in current wip). The current system does not ...

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...

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

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

Provide reporting on estimated vs actual time taken on tasks and analysis of averages etc to allow for review and adjustment of fees.