GoProposal Ideas Portal

5 Vote

Secondary contact details on proposal - pull from Senta

Please can we set up the secondary contact on a proposal to be able to be pulled directly from Senta like the primary contact.

Created 16 Feb 09:57 by Guest

New Feature

1 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
1 Vote

Update VAT registration / de-registration thresholds

Update the thresholds that were announced in the budget so that the oversuite schedules are correct.

Created 16 May 10:07 by Guest

Service Schedule request

0 We're Taking A Look At This
1 Vote

Add clientnumber to contact screen

Add clientnumber to contact screen

Created 15 May 12:00 by Nico Prevoo

Go Proposal

0 We're Taking A Look At This
3 Vote

The ability to add new and custom sections to OverSuite

Currently you can add new (custom) paragraphs to the OverSuite Engagement Letters, however the ability to add new sections at the end and throughout the terms and conditions would be great.

Created 17 Mar 09:16 by Danielle Fisher

Engagement Letter Request

0 We're Taking A Look At This
4 Vote

Add Renewal Date Required & Reminder

When creating a proposal allow a section for a renewal reminder, so we can update our service levels every 3 months. Rather than just the client year end which it currently on reminds on.

Created 15 Aug 11:35 by Kelly Graham

New Feature

2 We're Taking A Look At This
1 Vote

AAT logo added to professional body legend

to enable AAT member firms to use the AAT logo on letterhead

Created 09 May 10:41 by Guest

Create LOE

0 We're Taking A Look At This
1 Vote

Removal of Step 3 before signing

Hi I would to request that once you receive an email to sign your proposal and open it, then Step 3 can be removed regarding payment terms.

Created 09 May 07:37 by Guest

Engagement Letter Request

1 We're Taking A Look At This
3 Vote

OverSuite service schedule for balance sheet/month end reconciliations

An additional service schedule in OS that covers the preparation ofof monthly/quarterly balance sheet reconciliations.

Created 06 Mar 16:39 by Jamila Osman

Service Schedule request

2 We're Taking A Look At This
4 Vote

Add Quarterly billing to clients

Allow pricing to be set by a quarterly charge rather than monthly or annually

Created 03 Aug 11:18 by Guest

New Feature

0 We're Taking A Look At This