Would it be possible under the column’s options on the task list to add a slider for partner that sits next to the assignee?

Directors/Trustees Reports can only be entered as plain text, resulting in large blocks of text that are difficult to read. For many organisations, especially charities, these reports are an important part of the financial statements and are often...

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 are a small business that would like to track how many self assessment tasks are completed each month. The completed tasks report does not show these as it shows date by deadline and not completion and deadline is January 2027, but we need to k...

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

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 ...

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

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

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would be useful if we could run a report to see which clients have joined in a particular month and which clients have been archived.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