Administration

select who would be on the BCC as you cannot currently CC anyone on the automated emails. The sender of the email is the only option for the BCC.

At the moment you can have 10 clients all with the same identical Internal Reference IDs. These internal references should be unique, treated as if they are Client ID's ,

To be able to customise the Risk tab with our own set of questions. We use ICAEW guidance and have a very specific risk assessment for our clients especially international clients. The risk assessment in BM is not useful to us and we cannot amend ...

We have an AML review every 2 years by ACCA, it would be useful for me to be able to run a report that shows me, when the risk assessment was completed and next review dates are for all clients, at the moment i have to do this manually for over 70...

As I need to be the manager for all clients I receive far too many notifications. The facility should be there to be able to turn some off. I do not need to know if a staff member has amended the status of a task etc.

I have just spent 4.5 hours trying to get into any bright product because the 2FA emails stopped sending. Please can we have the option to pick the 2FA method when we sign in, so if we can;t get the email we an shoe app / phone instead? This is ho...

Currently, the notification system can become quite full very quickly. It would be useful if there could be an option to have more visible notifications - either linked through our emails or an section that indicates more urgency, with a pop up fe...

If multiple clients have same email address that BM puts these emails into email manager so you can save email to correct client instead of the email being saved to all the clients with the same email address

As our practice has an admin team who oversees tasks it would be very beneficial to have an additional email option who receives ALL notifications of client activity. We also have payroll teams within our practice who can't be allocated the client...