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

WIP Allocation
Release Name: Manager: WIP Allocation
Release Date: 07/07/2025

🚀 New Features
Manual WIP Allocation to Invoices – Users can now manually allocate Work in Progress (WIP) to specific invoices directly from the WIP page, ensuring accurate tracking of work completed.

Automatic WIP Allocation – Added automatic allocation functionality that can allocate unassigned WIPs to new invoices when they are created, reducing manual effort in WIP management.

WIP Allocation Limits – Introduced settings to limit WIP allocation to match invoice values, preventing over-allocation and ensuring accurate financial reporting.

Invoice Settings Control for WIP Allocation – Added configuration options in invoice settings to control whether automatic WIP allocation is enabled for your practice.

Enhanced WIP Management from Invoices – Users can now manage WIP allocations directly from the invoice view, including viewing, managing, and adjusting allocations after they are applied.

Invoiced WIP Management Interface – New dedicated interface for managing WIP that has been allocated to invoices, with improved visibility and control options.


🔧 Improvements
Enhanced BrightBooks Integration – This release addresses key limitations in the BrightBooks integration, enabling superior WIP allocation functionality compared to third-party invoicing solutions.

Improved User Experience – Streamlined workflows for WIP management with better visibility into allocated WIP and enhanced control over allocation processes.

Configurable Allocation Options – Added flexible settings to accommodate different practice workflows and business requirements.

📌Technical Notes

This major enhancement to WIP management provides comprehensive WIP allocation capabilities for all practice management users. The release includes both manual and automatic allocation options, with configurable settings to match different practice workflows. This improvement particularly benefits larger practices by enhancing usability and accuracy in invoicing processes.