GoProposal Ideas Portal

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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13 Vote

Automated reminders for fee reviews

I would love if old proposals where to come up at the top of the proposal lists marked with a specific color after a set number of months as a reminder to conduct a fee review.

Created 29 Sep 13:57 by Guest

New Feature

5 Love This Idea Likely To Be Coming Your Way
2 Vote

Please change the default for the dashboard to show data

We would like the option to have the default view as show data or hide data, not return to hide data every time

Created 20 Dec 15:59 by Guest

Proposal Dashboard

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15 Vote

Make Letters of Engagement Printable for Manual Signature

There are still some legacy clients that will need to manually sign a printed engagement letter. It would be helpful if the engagement letter could provide a space for this with the option to print.

Created 25 Apr 14:09 by Danielle Fisher

Create LOE / OverSuite

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