GoProposal Ideas Portal

1 Vote

One off tasks - Bright Manager

In the integration for line items to Bright manager, can you add a option for this line item to make a one off task instead of linking it to a service in Bright manager.

Created 21 Mar 11:54 by Guest

Integrations

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4 Vote

Provide sizing guidelines for upload of branding logos etc

It would be useful to have guidelines based on sizes of space, eg. height and width, rather than just MB size so that we can upload branding into the different spaces provided.

Created 25 Apr 11:38 by Guest

New Feature

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1 Vote

Allow a contact AML to be set to check done outside of GoProposal after a check has been aborted

Once a check via Thirdfort has been requested, if a client does not want to use Thirdfort then you are unable to mark as check done outside GoPrposal adn can only request another check via Thirdfort and the check appears as aborted forever without...

Created 17 Mar 14:44 by Guest

AML

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4 Vote

Client Disengagement Automation with Practice Management Software and Xero

When a client disengagement letter is issued, an automation is created to stop repeating invoices being raised and sent to Xero (or other accounting software) and the client is marked as 'No Longer a Client' in eg. Accountancy Manager (or equivale...

Created 06 Apr 08:48 by Guest

New Integration

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2 Vote

Ability to add tables into line items engagement letter wording and elsewhere in Oversuite and/or copy and paste formatted content from MS Word

Some service lines require information to be displayed which would be easier to read in a table format.

Created 19 Mar 11:17 by Jason Lamont

OverSuite

0 One For The Future
4 Vote

Quick and Easy Renewal Process (No Scope Change)

We put our prices up annually for inflation on all line items in GoPro. The ability to hit a renewal button on the latest proposal to quickly send out a renewal notification to our clients (where no extra services or scope change is required), wit...

Created 01 Apr 15:19 by Guest

New Feature

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1 Vote

Add a printable version for old clients who are non-digital (we are trying to be as inclusive as possible)

Printable version without the "draft" or "preview" watermark for our elderll clients who are non-digital (we are trying to be as inclusive as possible)

Created 12 Mar 13:53 by Guest

OverSuite

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1 Vote

Add "Employment Related Securities return" to line items please

Clients operating employment related securities ( ERS ) schemes must submit a return every year for all schemes. This includes one-off awards or gifts of shares. We submit on behalf of our cliets

Created 12 Mar 11:38 by Guest

OverSuite

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1 Vote

Not showing the modifiers on the quote.

So the client cant see the modifiers.

Created 11 Mar 14:52 by Guest

New Feature

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3 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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