Pinned ideas

Problem: Emails contain important context for jobs and tasks, but manually linking them (and their attachments) to client records or specific jobs is tedious and prone to being missed. Proposed Solution: We’re considering an AI assistant that pars...

In addition to the failure of Bright Manager to enable accountants to set up a default document folder structure e.g. Documents from accountant Documents from client Out of date and amended documents Scanned documents to client I understand that c...

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...

Problem: Staying on top of task priorities, status updates, and workflow changes can be hard - especially during busy periods or when multiple team members are involved. Proposed Solution: We’re exploring AI functionality that helps prioritise tas...