GoProposal Ideas Portal

1 Vote

Match one-time and monthly alignment fee

Problem: The one-time alignment fee gets added to the net total when calculating the proposal but it's not included when selecting the monthly total. (see screenshots) This makes me pull out my calculator to give the total so that the client can m...

Created 17 Mar 15:16 by Guest

Existing Feature

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1 Vote

Disengagement letter

I know the new accountant is meant to relieve themselves with a handing over letter and authority to the outgoing account when taking over but, they do not always do this. Putting this into the LOD for the customer to sign off to allow information...

Created 17 Mar 09:51 by Guest

Key Documents / OverSuite

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1 Vote

Contact Hub - Upload from Senta duplicates Contacts as Organisation and Individual

When you import the contacts from Senta to the new Contact Hub it appears to be duplicating the contacts. For example, the director is a contact on the Limited company in Senta so it pulls through the company and the individual both as organisatio...

Created 21 Feb 17:44 by Guest

Existing Integration

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1 Vote

Commission Notification letter - just first name and their address

At the moment the Commission Notification letter says Dear First Name Last Name and has no address for the person or business. It just looks a bit unprofessional to be honest Please could we have it set up like a traditional letter. So their addre...

Created 11 Feb 13:06 by Guest

Key Documents / OverSuite

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