GoProposal Ideas Portal

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

We're Taking A Look At This
2 Vote

Ability to archive earlier proposals

Looking to improve data analytics and visibility within GoProposal. Currently, there is no way to export anything other than ALL proposals to excel. It would be great to have a way to mark a proposal as the current "in play" version so that we can...

Created 04 Sep 11:06 by Kieran Phelan

Proposal Dashboard

Great Idea Currently In The Works
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

We're Taking A Look At This
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

We're Taking A Look At This
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

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

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

We're Taking A Look At This
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

We're Taking A Look At This
2 Vote

Multiple entities feature to have a charity option

The multiple entities feature has sole trader, individual, ltd co etc but nothing for a charity or a club.Has been requested by a few users if it's something we can look at.

Created 13 Jul 13:55 by Guest

Create Proposal

We're Taking A Look At This
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

We're Taking A Look At This