BrightManager is pleased to announce the following updates made on our platform.

Release Summary

The purpose of this integration is to encourage cross selling and to make use of BrightBook’s comprehensive invoicing functionality and BrightManager’s reporting tool.

There are 3 areas to this integration:

1. Client Matching
2. Invoices and Credit Notes
3. Reporting

Prerequisite
For the integration to work the user must have the following settings in BrightHub:

• Type = Practice
• Region = Ireland

User must ensure they have a BrightBooks and BrightManager subscription in BrightHub under the same organisation.

1. Client Matching

To enable this integration, the user must create/have clients in both systems so we can assist them with matching clients between BrightManager and BrightBooks.

There will be a designated person to do the client matching.

2. Invoices and Credit Notes

Once the user’s clients have been matched and the integration has been enabled BrightBooks will push the user’s invoices and/or credit notes to BrightManager.

Creating Invoices and Credit Notes in BrightBooks

With the integration enabled the user will not be able to create new invoices in BrightManager, however they can still manage legacy BrightManager invoices in BrightManager. They will be directed to BrightBooks to create invoices.

When the user creates invoices or credit notes (this includes quick credit note and quick invoices) in BrightBooks, these will reflecting BrightManager Invoice List, Client page > Invoices and Debtors page.

BrightBooks Invoices and Credit Notes page.

To view or manager the BB invoice, the user must click on the “Open BrightBooks” button to be directed to BrightBooks > Sales page.

BrightManager invoice list:

Marking Invoices as “Paid”
To mark an invoice as paid in BB, the user will have to select the respective invoice and then click on the arrow pointing down to select “Pay”.

They will be directed to the Banking > Bank Accounts > Customer receipt page.

On this page they can select all the pending invoices for the specific customer they want to mark as paid.

Once this has been done, the invoice in BrightManager will appear as paid.

Allocating Credit notes
Similarly users can allocate credit notes to an invoice in BB. If the credit note amount is less than the selected invoice, the invoice will be marked as partially paid which will also reflect in BrightManager. If the credit note is greater than the invoice then the invoice will be marked as paid whilst the credit note will be marked as “partially paid”.

Allocating credit note to invoice(s):

Paid status:

BrightManager status:

Marking WIPs as “Invoiced”
The “Generate Invoice” button on the WIP > Current WIP tab has been changed to “Mark as Invoiced”. When the user clicks on this button the WIP will move to the “Invoiced WIP” tab. The user will have to manually raise the invoice in BrightBooks as there are currently no links between tips and BB invoices.

3. BrightManager reporting

All invoices received from BB will reflect on the following report in BrightManager

• Overview page
• Practice Monthly totals summary
• Debtors
• Recently Paid Invoices
• Monthly totals bar graph
• Staff Invoicing
• Monthly Totals (Invoicing > Monthly Totals)
• Profitability
• Total Revenue
• Total Budget Profit
• Total Actual Profit
• Budget Profitability %
• Actual Profit %
• Profitability breakdown table by client
• Client Page > Profitability
• Client Revenue
• Client Budget Profitability
• Actual Profit on Client
• Average Hourly Value
• Average Hourly Actual Profit