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Ongoing monitoring of clients to check as an example all individuals and flag any PEPs or clients on Sanctions

A lot of Professional bodies are asking Accountants to PEP check all of their individuals
Guest over 2 years ago in AML 0 Awaiting Prioritization

Hourly basis proposal manager options

We work on an hourly basis and not fixed fee so the current proposal manager is not usable in its current form. Ideally we would like to select the different tasks or processes to complete for the client (exactly like what can be done now) to then...
Gareth Jones about 1 year ago in Proposal Manager 1 Awaiting Prioritization

Add logic to "Billed every year going forward" text on proposal documents

Under one off billing types there is a sentence "Billed every year going forward" even when you choose one off cost. This should be removed as it is confusing for clients who only have a one off service.
Hannah Green over 1 year ago in Proposal Manager 1 Awaiting Prioritization

Attach evidence of training to Personal Development Record in Practice Compliance

It would be useful to be able to attach a screenshot of the provider training record or a certificate as evidence of the AML training undertaken by employees. This would help when we have a practice assurance visit so that the information is all i...
Corinne Harper over 1 year ago in AML 1 Awaiting Prioritization

Lead generation forms

I would like to be able to generate leads or even automate proposals using webforms that can be placed on my website, social media platforms etc.
Rob Millen about 3 years ago in Proposal Manager 0 Awaiting Prioritization

AML x Proposal Manager integration

When creating a proposal, I would like the option to request the recipient verify their identity so that an ID check can be performed
Rob Millen about 3 years ago in AML / Proposal Manager 0 Awaiting Prioritization

Enable discounts on Proposal Manager.

I would like to be able to apply discounts on the proposals!
Guest almost 2 years ago in Proposal Manager 2 Awaiting Prioritization

Amend view for expiring dates

I would like to be able to set my own default on the home screen as to when RA or ID checks are due. They both sit at 28 days all the time. If I only see a client quarterly, to tell me he needs a review in 28 days means I could have missed an oppo...
Caroline Gudgeon almost 2 years ago in AML 2 Awaiting Prioritization

Company Wide RA - Pull the data through!!!

I have run my first RA and cannot believe that I have to manually note down all the details, and the type in into the report. Surely it can all be pulled into the report? All the data is there! I may as well do it in Excel!!
Caroline Gudgeon almost 2 years ago in AML 2 Awaiting Prioritization

Practice Manager appointment Booking

We are currently swiching between our appoinmtnet system and IRIS Elements. It will help the orgnisation of the practice if the appointment booking system like outlook calander is added to practice manager to book appointment and send SMS reminder...
Aziz about 2 years ago in Practice Management 0 Awaiting Prioritization