GoProposal Ideas Portal

1 Vote

Allow Changing name of addressee

When creating a letter of engagement for a trust of estate, I want to be able to change the name of the addressee to a trustee/executor etc - at the moment it comes up with the estate or trust name.

Created 26 Mar 16:01 by Sophie B

Engagement Letter Request

0 We're Taking A Look At This
1 Vote

Search bar on dashboard to show all

The search bar setting on the dashboard defaults to Company, this would be better if the search bar just searched for all companies/individuals with the word or name you type in. The last name, company name, etc options should be optional.

Created 26 Mar 14:21 by Sophie B

OverSuite

0 We're Taking A Look At This
1 Vote

New line item for "taxation services provided" to a firm of solicitors

Engaging with a firm of solicitors to undertake tax work on behalf of their clients (so they do all the due diligence AML work etc) CGT Calc sand or submission for inheritance tax cals, trust registrations etc. We bill the solicitor not their clie...

Created 26 Mar 12:17 by Guest

Create LOE

0 We're Taking A Look At This
2 Vote

OverSuite: Login straight to the Dashboard

When I login to OverSuite it takes me to the engagement letter creation page. This would be better if it went to the dashboard as I need to create a new individual/company or check on previously sent engagements more often than wanting to go strai...

Created 12 Mar 15:22 by Sophie B

Create LOE

0 We're Taking A Look At This
2 Vote

'Printed/Filed' button on the actions list

Add a 'Printed' or 'Filed' button on the actions list to enable multiple users to know that the document has already been filed in a physical file.

Created 12 Mar 12:48 by Sophie B

Proposal Dashboard

0 We're Taking A Look At This
1 Vote

One off tasks - Bright Manager

In the integration for line items to Bright manager, can you add a option for this line item to make a one off task instead of linking it to a service in Bright manager.

Created 21 Mar 11:54 by Guest

Integrations

0 We're Taking A Look At This
7 Vote

Enter an annual fee that is not a one off

Give the option to enter the annual fee rather than having to divide this by 12 and enter a monthly amount before selecting annual. Not all figures are divisible by 12 such as £1000 which means the LOE looks incredibly unprofessional going out as ...

Created 13 Jan 10:43 by Guest

Pricing

3 We're Taking A Look At This
81 Vote

Allow End of Financial Year to be before Proposal Start Date

We have legacy clients where we did not charge catchup for the accounts. We also might have a commercial reason for including a year end say the day before the start of the proposal in this year's invoices and payments. We can now not use key date...

Created 13 Jul 15:30 by Guest

New Feature

10 Love This Idea Likely To Be Coming Your Way
3 Vote

Allow quotes for items on hourly billing

We prefer to bill bookkeeping on an hourly rate and also complete VAT returns at the same time but as there is no option to set up hourly billing we cannot add the services with an engagement letter to the proposal

Created 19 Feb 11:31 by Katrina Turton

Pricing

0 We're Taking A Look At This
5 Vote

Email Reminders for unsigned Letters Of Engagement

It would be useful to have the facility to send reminders to sign Engagement Letters. It would be good to have the option of an automatic reminder and some associated settings e.g. turn on or off, reminder email text, timescale/frequency. It would...

Created 17 Jan 11:46 by Guest

Engagement Letter Request

0 We're Taking A Look At This