We're exploring a read-only public API for BrightManager, and want to hear from interested practices. Clients Tasks Custom fields Workflow status Read-only — no write/update actions Who this is for: Practices keeping data current in ...

We should be able to add columns to pre-existing reports eg. adding the date and full description columns to the 'chargeable v non-chargeable report' etc reports should have more customization options

To mis-quote the Beastie Boys...What I'd like is a report builder that I can use, that just works. Now wouldn't that be great?! Here's what I mean... You go to client list, and... Start building a report, but a column's in the wrong place - amend ...

The report would help to identify low/high value clients.

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

It would be useful if we could run a report to see which clients have joined in a particular month and which clients have been archived.

It would be very useful to add the total WIP figure as an option on the client list screen for reporting. It would help understand at a glance client status and lockup.

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...

Add debtor list export function

Example, client A has referred 10 clients this year who have onboarded. It would be useful to click on a section where we can see who has referred who instead of having to click on each client to see who referred them.