GoProposal Ideas Portal

1 Vote

Being able to just change the start date of a proposals without it using up another proposal subscription when a client doesn't sign in time

I'm just a small, sole practitioner and at the moment can only afford the 5 proposals a month subscription with GP. It's therefore really frustrating when a client hasn't signed a fee proposal and I need to move the start month forward, as this ha...

Created 18 Mar 12:02 by Suzanne Andrea

Existing Feature

4 We're Taking A Look At This
1 Vote

Main area of GP: Toggle switch in proposal on line items

To have the ability to have a toggle switch between a monthly item and one-off costs on each line item within the proposal

Created 18 Mar 08:11 by James Pullein

New Feature

0 We're Taking A Look At This
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

0 We're Taking A Look At This
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

0 We're Taking A Look At This
1 Vote

Improved 'status' filter options

We feel that the ability to 'filter' by a multiple status of proposals would be a good idea. As an example, to be able to see all clients whose status is 'not' won instead of just being able to filter by one particular status.

Created 16 Mar 17:07 by Steve Pickering

New Feature

2 Great Minds Think Alike - This Exists Today
1 Vote

Ability to link a line item to more that one service in Accountancy Manager

We have been setting up the integration with AM and we have noticed that we are unable to select more than one service in AM to match a line item. For example, we have a line item "Year end financial statements and company tax return". In AM we ha...

Created 14 Mar 13:41 by Guest

Existing Integration

0 One For The Future
1 Vote

Not automatically adding a line item to a package when it is created and the section is toggled on in the package

Every time you add a line item to a section that is active in a package, you have to go through every package in which that section is active and switch it off if it is not one to include. Very time consuming and no value added.

Created 01 Mar 12:56 by Guest

Existing Feature

0 One For The Future
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

0 We're Taking A Look At This
1 Vote

OverSuite: Oursourcer Agreements

Engagement letters within OverSuite to handle outsourcing: Engagement letters where you are acting as an accountant but outsourcing tax, payroll, accounts or any other work. Agreements for you and the outsourcer themselves.

Created 17 Feb 10:16 by Danielle Fisher

Engagement Letter Request / OverSuite

0 Not In Our Plans Right Now
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

0 We're Taking A Look At This