GoProposal Ideas Portal

2 Vote

View and export fee split

To see what fees you have quoted/won for each section of the proposal, eg payroll, bookkeeping. Year end, management accounts

Created 01 Mar 21:20 by Nicola Hageman

New Feature

3 Great Minds Think Alike - This Exists Today
1 Vote

Variations at service level rather than under each line item

It would be really useful to have variations at service level. My example is for bookkeeping services where naturally all of the line items would be performed at the same frequency and would be of the same complexity (as this depends on client/ind...

Created 25 Oct 13:22 by Guest

Line Items

0 We're Taking A Look At This
1 Vote

Search sanctions and PEP lists etc at early stage

The KYC and RA stages need an answer to sanctions and PEP questions, but no search facility is offered. This means that I have to use a competitor product (at further cost) to achieve this

Created 18 Oct 15:10 by Guest

Electronic Check

1 Great Minds Think Alike - This Exists Today
1 Vote

Change the renewal template to not create an onboarding task in AM

I don't need to do the onboarding process for my existing clients so don't require the onboarding task to be set up in Accountancy Manager. Ideally, I may even want to set up a shorter task to check their AML but not the rest.

Created 13 Oct 10:58 by Guest

Templates

0 We're Taking A Look At This
1 Vote

Be able to edit the KYC's once they are sent to approver for example if the the completer has made a mistake you can't change it

Its frustrating that it can't be changed once its sent to approver as it means there is wrong documentation on the file forever

Created 10 Oct 08:32 by Guest

KYC

0 We're Taking A Look At This
1 Vote

AML as a standalone solution

The ability to use AML without GoProposal or OverSuite.

Created 20 Sep 09:51 by Danielle Fisher

AML

0 We're Taking A Look At This
1 Vote

add placeholders in the xero integration

in the xero settings on the reference code section, are there more placeholders other than [proposal_id], eg can i have [month year] to shows August 2023 on the reference

Created 07 Aug 10:28 by Guest

Integrations

0 We're Taking A Look At This
1 Vote

Ability to toggle off Service You Have Selected details for calculation

In the proposal templates, we would like to be toggle off the grey box with the items used to calculate the line item pricing such as # of transactions per month.

Created 28 Jun 13:56 by Guest

Create Proposal

0 Great Idea Currently In The Works
1 Vote

Add a VAT Registration - Non-UK Entity line item

We are looking to have a VAT Registration - Non-UK Entity line item

Created 25 May 08:31 by Guest

Line Items

0 Great Idea Currently In The Works
1 Vote

Could you please add ATED, Annual ERS and tax specific group services to the services schedule for TAX

Our Tax department need these service schedules for inclusion in the engagement letters

Created 24 May 11:28 by Linda Blackburn

Line Items

0 Great Idea Currently In The Works