Knowledge Guides
BrightHub
Making Tax Digital
- Introduction to Making Tax Digital
- Getting Started (MTD)
- Enabling MTD Services
- Client Setup (MTD)
- Bulk Client Management (MTD)
- Managing MTD Services
Release Notes
Insights
- Aged WIP by Service Report
- Aged WIP by Client Manager Report
- Aged WIP by Client Partner Report
- Understanding Tasks Insights
- Understanding Your Chargeable vs. Non-Chargeable Time Report
- Understanding and Using the Productivity by Staff Report
Troubleshooting Guides
- CS1 Email Server Decommission
- Bulk Delete Emails from Outgoing Queue
- Forgotten Password
- How to Change Clients Login Email
- Update staff member details (name and email) in Bright Hub vs BrightManager
- HMRC password character restrictions when connecting BrightManager
Overview & Notifications
Tasks
- Bulk Archiving Tasks in BrightManager
- Using the Bookmarks Feature on the Task List Page
- ID Verification Tasks
- Task List
- Using the Task List
- Creating a New Task
Clients
Invoicing
- Work in Progress
- Accessing Historic Invoices
- Viewing Debtors
- Viewing Monthly Invoicing Totals
- Invoice Logo and Settings
- Generating Invoices
Time
Resources
Tools
Settings
FAQs
- Missing letter of engagement for charity client?
- Can Files Be Attached to Staff Tasks?
- Help Videos
- How many Contacts can use the client portal per Client File?
- Red Banners?
- How do I change the BCC and CC settings in the automated emails that go out?