GoProposal Ideas Portal

1 Vote

Could you please add a title box to the contact details

We have many Doctors etc that are clients and it would look more professional etc. if we were able to use the correct title for them.

Created 20 Dec 16:58 by Guest

Contact Hub

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1 Vote

Customise your dashboard and save as Default Dashboard

Would love it if I could set the Dashboard to certain settings and then save it so it always displays like that initially rather than filtering the View drop downs each time to my chosen version. Once you filter in it various ways you could then c...

Created 14 Dec 12:26 by Libby Berg

Proposal Dashboard

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1 Vote

Variations at service level rather than under each line item

It would be really useful to have variations at service level. My example is for bookkeeping services where naturally all of the line items would be performed at the same frequency and would be of the same complexity (as this depends on client/ind...

Created 25 Oct 13:22 by Guest

Line Items

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1 Vote

Change the renewal template to not create an onboarding task in AM

I don't need to do the onboarding process for my existing clients so don't require the onboarding task to be set up in Accountancy Manager. Ideally, I may even want to set up a shorter task to check their AML but not the rest.

Created 13 Oct 10:58 by Guest

Templates

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1 Vote

add placeholders in the xero integration

in the xero settings on the reference code section, are there more placeholders other than [proposal_id], eg can i have [month year] to shows August 2023 on the reference

Created 07 Aug 10:28 by Guest

Integrations

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1 Vote

Better Filter on contacts

currently filter on contacts is very restricted to a date, need a simpley category we can name, eg office, source etc etc

Created 23 May 10:29 by Guest

Contact Hub

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1 Vote

Automation of AccountancyManager registration email

GP users who use AM as their practice management system have to manually send a client registration email via AM once the client has accepted the proposal in GP. It would be amazing if this process could be automated.

Created 31 Mar 10:28 by Guest

Integrations

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1 Vote

Stop line item description overriding product/service description on QuickBooks invoice via integration.

When a proposal is accepted the description on the product/service on QuickBooks integrated with the GoProposal line items are overridden by the GoProposal line item description. Can there be a way to switch this off so it uses just the QuickBooks...

Created 15 Mar 16:26 by Guest

Integrations

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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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