GoProposal Ideas Portal

13 Vote

Alternative to GoCardless

with GoCardless not prepared to defend or give the opportunity to defend fraudulent refund claims an alternative such as Stripe should be within the system.

Created 06 Jul 16:21 by Guest

Integrations

2 We're Taking A Look At This
1 Vote

Integration with Xenon Connect

Xenon Connect is integrating with Sage Accounting and already integrated with Xero/QBO/FreeAgent. Dext Precision integration with GP already exists but firms using Xenon Connect are unable to take advantage of auto feeding in transaction volumes e...

Created 31 Jul 16:07 by Guest

Integrations

0 We're Taking A Look At This
1 Vote

Integration with Quickbooks Desktop

only use QBD, need integration for AR, invoicing, billing

Created 16 Jul 13:45 by Guest

Integrations

0 We're Taking A Look At This
1 Vote

Link GP to Go Cardless for line 50

We use sage products which mean we cannot move to cloud accounting as they do not link

Created 05 Mar 14:20 by Guest

Integrations

0 We're Taking A Look At This
1 Vote

Opt out of certain new emails

I do not want the follow up reminder emails - but I do want th ewahoo emails. I'd like to select what emails I get.

Created 31 Jan 17:29 by Guest

Integrations

0 Not In Our Plans Right Now
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

Automation of AccountancyManager registration email

GP users who use AM as their practice management system have to manually send a client registration email via AM once the client has accepted the proposal in GP. It would be amazing if this process could be automated.

Created 31 Mar 10:28 by Guest

Integrations

0 We're Taking A Look At This
1 Vote

Stop line item description overriding product/service description on QuickBooks invoice via integration.

When a proposal is accepted the description on the product/service on QuickBooks integrated with the GoProposal line items are overridden by the GoProposal line item description. Can there be a way to switch this off so it uses just the QuickBooks...

Created 15 Mar 16:26 by Guest

Integrations

0 We're Taking A Look At This
1 Vote

Create job in XPM once proposal has been won

practice ignition has this feature

Created 20 Jan 09:31 by Guest

Integrations

0 One For The Future