Before reading this article, it is best to get a general overview of how the letter of engagement is set-up in Go Proposal which can be found here.
Service schedules are a key element of the letter of engagement and need to be referenced wherever that service has been added to a proposal, for example with payroll or VAT returns.
How It Works
Service schedules will appear in a seperate section of the letter of engagement called the 'Schedule of Services.'
They will only be referenced if this service has been selected when creating a proposal.
For example, if payroll has been selected in a completed proposal, the letter of engagement will have been generated to automatically include payroll in the Schedule of Services.
To make this possible, you must copy and paste the service schedules from your letters into the line items themselves.
The remainder of the letter of engagement can be set-up following the steps in this article.
How to Add in Your Service Schedules
Step 1. Go to Configure > Line Items
Log in to the admin are of your app and go to configure > line items.
Step 2. Find a service and select Edit Line
Scroll down the page to find a line item you have a service schedule for, for example payroll. Select edit line on this service.
This will bring up a pop up window which enables you to edit various features of a line item.
Step 3. Copy & Paste in the Service Schedule
Copy and paste the service schedule from your letter of engagement into the 'Service Schedule' section. In this case, it would be payroll.
Step 4. Save line item
Once happy, save your line item
Step 5. Fill out the rest of your service schedules
Repeat steps 1 - 4 to add in all of your service schedules for all of your services.
For the rest of the letter of engagement, follow steps 1-3 in this article.
Tips & Tricks
- When copying and pasting from your letter of engagement into the Go Proposal app, it is best to initially copy the information into a plain text editor such as notepad. Then, copy the text from notepad and paste it into our app. This avoids any remaining bits of code lurking in the background and effecting the formatting of your Go Proposal LOE!