AML checks

Hi, Can anyone tell me how to do an AML check on Sage for Accountants please?

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  • verified answer

    Hi Sue, 
    I hope you're well. 

    To create an AML check through Sage for Accountants you would need to;
    Launch GoProposal for the relevant client from your client list > click on the AML Checks tab > Select New Check on the person you wish to complete the check on > select the check type > complete as necessary. 

    You would also need to ensure the correct user level was set, you can find the relevant user levels here.
    If you need any further support please reach out to GoProposal support by going to GoProposal.com and accessing the chat in the bottom right hand side of the screen. 

    If this helps, please click Verify Answer.

    Thanks, 

    Russell
    Sage UKI

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