GoProposal Ideas Portal

1 Vote

User permissions

Setting up user permissions where only some users can approve an AML check if enhanced. While having another permission level to allow users to approve anyone that is set as a normal risk level.

Created 09 Jul 10:00 by Guest

AML

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2 Vote

Be able to sort/filter clients by risk level on GPAML

It would be handy to be able to sort by risk level I can see how many high level clients I have. And/or have a dashboard with this info on.

Created 17 Mar 13:20 by Guest

AML

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2 Vote

Monthly reports on upcoming AML tasks

For a selected user to receive a monthly report clarifying upcoming risk assessments and AML tasks.

Created 13 Mar 12:05 by Danielle Fisher

Risk Assessment

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1 Vote

have a not applicable option or allowed to leave blank the "Please include any additional information you feel is relevant to this individual." on the Assessment renewal

i have to put N/A if there is nothing to add a tick box would be easier

Created 12 Mar 13:20 by Alison Edward

Risk Assessment

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1 Vote

Be able to edit the KYC's once they are sent to approver for example if the the completer has made a mistake you can't change it

Its frustrating that it can't be changed once its sent to approver as it means there is wrong documentation on the file forever

Created 10 Oct 08:32 by Guest

KYC

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1 Vote

AML as a standalone solution

The ability to use AML without GoProposal or OverSuite.

Created 20 Sep 09:51 by Danielle Fisher

AML

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1 Vote

Adding more payment methods such as weekly, bi-weekly, and bi-monthly

It will helpful to have more ways to be able to help our clients as well as the firm.

Created 06 Jan 18:57 by Guest

Electronic Check / Line Items

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