GoProposal Ideas Portal

1 Vote

AAT logo to be added to professional legend

I am licensed by AAT as a bookkeeper (AATQB). AAT suggests in their Logo guidelines for AAT Licensed Accountants / Bookkeepers that as a licensed AAT Bookkeeper, I am entitled to use the appropriate logo with the relevant license wording.

Created 06 Mar 10:36 by Annette Rieger

Create LOE

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2 Vote

Bulk Export

To add the functionality to bulk export client data and checks, in the event of needing to migrate software

Created 16 Apr 11:25 by Guest

AML

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1 Vote

When using multiple entities there needs to be an option for Trusts

When using multiple entities there is no option for Trusts or Charities, these should be in there as they are options for Letters of Engagement.

Created 27 Feb 14:29 by Russell Henderson

Create Proposal

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1 Vote

<h1>hello</h1>

<h1>hello</h1>

Created 24 Feb 17:34 by Guest

Electronic Check

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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
1 Vote

Ability to be able to amend the wording on AML texts and e-mails to client

Ability to be able to amend the wording on AML texts and e-mails to client

Created 14 Feb 15:32 by Guest

Electronic Check

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1 Vote

Payrolling Benefit In Kind

As payrolling benefit in kind will be mandatory from the 2026-27 tax year it would be useful to have an oversuite terms option for this service rather than just the P11D option. We are looking to get our employers moved over to payrolling benefits...

Created 14 Feb 11:20 by Guest

OverSuite

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2 Vote

Add ERS (Employment Related Securities)to OverSuite as a further service to offer

Additional Line Item under compliance services for ERS - Employment Related Securities

Created 11 Mar 16:17 by Guest

Line Items

1 One For The Future
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

Automatically notify team of renewals

When a proposal has run a term (be that 3/6/9/12 months) an automatic reminder sent to dash board or email to review/renew

Created 06 Feb 16:13 by Guest

New Feature

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