When users submit mileage claims, there is currently no mechanism to confirm that their vehicle is insured for business use. In the UK, claiming mileage for work requires the claimant has appropriate business-use motor insurance. From a duty-of-care perspective, it would be good if we had a clear, auditable way to ensure staff are correctly insured before undertaking business travel. this could be achieved with the below: Annual insurance confirmation Require users who claim mileage to confirm (or upload evidence of) business-use motor insurance once every 12 months. Mileage claims are permitted while the confirmation is valid. Users are prompted to reconfirm once the 12-month period expires. This would in turn: Support employer duty of care and compliance. Support end users with ensuring they are properly ensured for business millage Provide a clear audit trail if necessary Requirement Update: To ensure employees agree to our policies before submitting mileage claims, we would like to implement a mandatory disclaimer tick box. This would require users to confirm they have the correct business travel insurance and have read the terms and conditions prior to submission.

I was wondering if there is an easy way to bulk import contacts to a projects external team on Fresh? This would save a lot of time for projects being internally audited which require external team to be filled out but usually these are there in Procore/Aconex/TonicDM etc.

On the Financial Forecast, the descriptions of the values against the bottom totals are currently only visible when hovering over the totals. Request: Add the descriptions of these values directly against the bottom totals, so they are always visible without needing to hover. Benefit: Users can understand what each total represents at a glance, improving readability when reviewing the forecast.

When a leave entry is rejected the user receives an email with 'RE-SUBMIT ON WEB APP' but this takes the user to the home page, we would like the ability for the link to take you straight to the rejected entry.

Display weekends in the mobile app timesheet, so team members can log hours worked over weekends directly from the app. Use case: Team members occasionally work on Saturdays and currently have no way to enter this time via the mobile app.

If a project is Complete, Dormant or Lost, we need a way to automatically remove any future resource that is scheduled.

We have an enquiries/contract app. When a client accepts these proposals, we would like FP to generate a new project with the relevant data.

A view to see which projects do not have tasks assigned to them. Sometimes communication does get lost in our office and some projects are forgotten / not assigned. It would be nice to filter out projects that have not been assigned with a task

It would be convenient if tasks could be upgraded to include the following: Exportable to excel / google sheets Labels which can be applied to tasks More filter option, ie for example per assigned labels To be able to have a pre-setup (template) task with basic check point items already listed and just needing to be duplicated and assigned.

Public holidays are automatically assigned to the leave calendar and the timesheet. However once submitted all timesheet entries go through the approval steps. Request that PH’s can be auto approved.

There is one permission for “can move time & expense” Looking at our various functions (Finance vs Projects) this item has come up for discussion. Is there any way this “Permission” can be split? We are tracking our time against certain metrics and cannot afford that for example, the finance team has access to change the time. However, I cannot exclude them to be able to change the expense where required with omissions.

It would be really useful if there could be the option for multiple people to be assigned to a task

We would like to block capture dates for employees (User and Project Manager) who have not submitted timesheets by the required date. However the administrators should still be able to amend and capture time and expenses and import expenses from Xero.

With the way we work, an instant or at least daily check would be needed to keep an eye on a project. At the moment, we need all timesheets to be submitted (for those working on the project) to be submitted to be able to review the project. If this review is mid-week, this requires these staff to then un-submit the timesheets to allow them to continue to track time again.

When creating a new job, I'd like the system to automatically detect whether a project with a similar name already exists using fuzzy matching, so it catches near-duplicates even if the naming isn't identical. If a likely duplicate is found, I want a prompt asking: "There is already a project with a similar name. Are you sure you are not duplicating it?" If a duplicate is confirmed, I'd like the system to ask whether I want to migrate associated costs, invoicing, timesheets, and expense claims to the existing project. If I confirm and have the relevant permissions, I'd like to be taken directly to the existing time and expense migration tool with the source and destination projects pre-populated. Where permissions don't allow this, the prompt should still surface so the right person can action it.

I often need to schedule billing across non-contiguous periods within a single subproject - for example, a deposit upfront, a gap, then a final payment at completion. Currently I have to fill the gap with zeroes, which works but feels like a hack and makes forecasts harder to read. I'd like to be able to define multiple discrete income sequences within a single subproject, each with its own start date, end date, and value, so that gaps are true gaps rather than zero-filled placeholders.

On the Financial Forecast report screen, can Opportunities be colour coded differently from Active projects.

At the moment the lock on a sub project locks both timesheet submission and expense capture. We would like to be able to lock timesheets for employees on a sub project but still be able to import expenses from Xero.

If an expense is rejected and then resubmitted we only have the original capture date and not the date that it was resubmitted.

It would be beneficial to able to escalate the rate by a percentage of the budgeted hourly rate, based on the year it falls into.