GoProposal Ideas Portal

2 Vote

Sending Reminders to potential Clients to sign up and the amount of days left until expiry

Automatic Chasing, dont need to keep reminding

Created 20 Jan 10:57 by Guest

New Feature

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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

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5 Vote

Notification or Email from GP for AML Checks Completed by Client

This would be usual so that our admin team can complete the auto approval and download the AML check for file completion without going through all the client lists to see who's waiting to be reviewed

Created 08 Jul 11:59 by Alix Sheppard

Electronic Check

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5 Vote

Clearance Letters

Adding the functionality to be able to email clearance from GP would be most useful.

Created 24 Jun 09:13 by Guest

New Feature

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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

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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

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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

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3 Vote

Client Reports

Being able to run reports of clients with certain attributes for AML purposes e.g. all clients who have been deemed a High Net Worth, are high risk

Created 23 Oct 14:15 by Guest

Risk Assessment

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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

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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

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