GoProposal Ideas Portal

1 Vote

Update API between AccountancyManager and GoProposal

We want our proposals to be quoted in monthly fees but currently these are pulled through to AccountancyManager as monthly amounts, populating annualised fields. We therefore would like the API to be updated so that the monthly figure can be annua...

Created 29 Sep 13:47 by Guest

Existing Integration

0 One For The Future
1 Vote

Proposal Opened Audit Trail and Notification

Get notified and keep audit trail of each time the prospect opens a proposal

Created 09 Jun 13:30 by Guest

New Feature

0 One For The Future
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