GoProposal Ideas Portal

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
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

Ability to reduce font size on Testimonials (within proposals)

Ability to reduce font size on Testimonials (within proposals). At the moment the font size is far too big and looks out of place for example on the introduction page, where the font size is "normal".

Created 10 Mar 09:14 by Josh Finn

New Feature

0 We're Taking A Look At This
4 Vote

Import Xero Contacts to Contact Hub

The ability to import Xero contacts into the contact hub.

Created 09 Mar 13:29 by Danielle Fisher

Existing Feature

2 Not In Our Plans Right Now
4 Vote

Show Transaction Volumes On Invoices

To make fee reviews easier from Xero, show variations on invoices. For example, the number of staff on payroll or the number of transactions.

Created 08 Mar 09:11 by Danielle Fisher

Existing Integration

1 We're Taking A Look At This
1 Vote

Toggle complaints partner on Oversuite

Where the client principal is also the firms complaints partner, we need to toggle this when we can so it becomes another partner to avoid the client not knowing who to complain to. Even if we can add multiple so it says x or y partner

Created 06 Mar 12:39 by Guest

OverSuite

0 We're Taking A Look At This
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

0 We're Taking A Look At This
4 Vote

Contacts Area - Field chooser

Ability to add in more fields on the contact list page (primary contact, email, phone number etc).

Created 14 Feb 13:39 by James Pullein

New Feature

0 We're Taking A Look At This
3 Vote

Show total annual fee for each service

If changing the billing option to show the annual fee - the breakdown for each service remains as the monthly fee total. It would be useful if the breakdown updated to show each services annual fee if this option is selected.

Created 17 Feb 13:58 by Guest

Existing Feature

1 Great Idea Currently In The Works
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

1 We're Taking A Look At This