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
- How to Get a Client to Re-Sign a Letter of Engagement (LoE) in BrightManager
- Can I Transfer Unused AML Credits Between Subscriptions or After Upgrading?
- What Does the "End of Data Retention Period" Email Mean?
- CS1 Email Server Decommission
- Bulk Delete Emails from Outgoing Queue
- Forgotten Password
Overview & Notifications
Tasks
- Why You Cannot Delete Tasks in BrightManager
- Bulk Archiving Tasks in BrightManager
- Using the Bookmarks Feature on the Task List Page
- ID Verification Tasks
- Task List
- Using the Task List
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
- FAQ: How do I add bullet points to an email template?
- BrightManager SMS Character Limit FAQ
- FAQ: Do I Receive Notifications for HMRC Submissions (Such as 64-8) in BrightManager?
- FAQ: Can I Navigate Directly from BrightManager to Bright Accounts Production?
- BrightManager & Zapier Integration – Pricing FAQ
- Missing letter of engagement for charity client?