GoProposal Ideas Portal

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

Ability to toggle off Service You Have Selected details for calculation

In the proposal templates, we would like to be toggle off the grey box with the items used to calculate the line item pricing such as # of transactions per month.

Created 28 Jun 13:56 by Guest

Create Proposal

0 Great Idea Currently In The Works
1 Vote

Change the wording on acceptance buttons

At the moment the acceptance button in the email says "Accept my proposal" and in the proposal document it either says "Accept my proposal" or "Accept my renewal". Often I will send a renewal and the communication is essentially that the renewal i...

Created 26 May 12:11 by Guest

Configurations

0 Great Idea Currently In The Works
1 Vote

Add a VAT Registration - Non-UK Entity line item

We are looking to have a VAT Registration - Non-UK Entity line item

Created 25 May 08:31 by Guest

Line Items

0 Great Idea Currently In The Works
1 Vote

Could you please add ATED, Annual ERS and tax specific group services to the services schedule for TAX

Our Tax department need these service schedules for inclusion in the engagement letters

Created 24 May 11:28 by Linda Blackburn

Line Items

0 Great Idea Currently In The Works
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

Contacting Clients

Creating a report to show what contact consent clients have chosen to help with marketing (and GDPR!)Having to look through every proposal is very time consuming when the data is already being collected, a simple report listing clients and their c...

Created 21 Mar 13:01 by Guest

Contact Hub

0 One For The Future