GoProposal Ideas Portal

20 Vote

Mark a client as an ex client and feed this into the Contact Hub

Income graphs continue even if an ex-client - so we have some clients in the Contact Hub who are no longer a client and haven't had a new proposal but there income graph is assuming that they are still a client and still have income i.e it hasn't ...

Created 21 Feb 19:16 by Guest

Existing Integration

2 We're Taking A Look At This
4 Vote

Use tracking code mapping for the Xero repeating invoice

The Xero repeating invoices have a line item as per the GP sent, which is great. I've then set up tracking items so that I can run reports to see how much of my business income is related to accounts or payroll tasks etc. currently all line items ...

Created 08 Sep 11:59 by Guest

Existing Integration

2 Great Idea Currently In The Works
4 Vote

Show Transaction Volumes On Invoices

To make fee reviews easier from Xero, show variations on invoices. For example, the number of staff on payroll or the number of transactions.

Created 08 Mar 09:11 by Danielle Fisher

Existing Integration

1 We're Taking A Look At This
2 Vote

Karbon integration improvements

I would like to be able to map to a template in Karbon and use the name of the template rather than the proposal line item name. I would like to be able to set first due dates and repeats as I added the line item in the proposal.

Created 20 Mar 15:30 by Guest

Existing Integration

0 One For The Future
2 Vote

Integration with Senta to update engagement letter date in Senta when a GP renewal is issued

Senta is our single source of truth for client information. We have it linked to GP already for issuing new proposals and triggering actions on initial sign up. But if we update our engagement on GP we have to manually update the date the review w...

Created 08 Feb 19:22 by Guest

Existing Integration

0 One For The Future
2 Vote

Remove version numbers from Xero invoices

The version numbers can be removed from the proposal itself, but still appears on the Xero invoice. I'd like the option to toggle this 'off', or a new place holder minus the version number for 'proposal ID'

Created 21 Mar 18:00 by Emily Wilson

Existing Integration

0 We're Taking A Look At This
1 Vote

Update API between AccountancyManager and GoProposal

We want our proposals to be quoted in monthly fees but currently these are pulled through to AccountancyManager as monthly amounts, populating annualised fields. We therefore would like the API to be updated so that the monthly figure can be annua...

Created 29 Sep 13:47 by Guest

Existing Integration

0 One For The Future
1 Vote

Add in Professional Body Legend Logo

Be able to add in logo's when not an OverSuite user (due to location - based in AUS).

Created 29 Jun 09:40 by Nuala Turnbull

Existing Integration

0 Not In Our Plans Right Now
1 Vote

Assign Contact later when linking to Quickbooks

Would like the ability to assign the Contact to Quickbooks later when using the integration.

Created 26 Mar 14:36 by Guest

Existing Integration

0 We're Taking A Look At This
1 Vote

Ability to link a line item to more that one service in Accountancy Manager

We have been setting up the integration with AM and we have noticed that we are unable to select more than one service in AM to match a line item. For example, we have a line item "Year end financial statements and company tax return". In AM we ha...

Created 14 Mar 13:41 by Guest

Existing Integration

0 One For The Future