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.

At present, the only way for us to record overtime in Fresh Projects is to create a separate overtime sub-project line within each project OR to have a separate Non Project time or dedicated project which end users can record their time against. This is not practical at scale and places the responsibility on the end user to manually separate standard hours from overtime hours when completing their timesheets. It also affects project profitability reporting, as additional hours spent on individual sub-projects may instead be recorded against a separate overtime Project/sub-project, rather than the part of the project where the work was actually carried out. A more useful approach would be for Fresh Projects to identify and flag hours worked over and above an individual’s standard contracted hours. For example, if a user’s standard working week is 37.5 hours and they record 40 hours, the additional 2.5 hours could be flagged as overtime or additional hours to their Line Manager. Ideally, this information should then be available to line managers either through reporting or notifications. A line manager should be able to run a report showing overtime or additional hours across their team, or receive an alert when someone records hours above their standard working pattern. This would allow managers to review workloads, identify pressure points, and have the appropriate follow-up conversations with staff. This would remove the need for project-level workarounds, reduce the risk of inconsistent recording, improve the accuracy of project profitability reporting, and provide better visibility of additional hours being worked across the practice.

The ability to sort by project number in this view:

It would be useful to add notes in at the point we assign resources to a project. For example if we are assigning 5 hours to someone then we could add a comment saying e.g. visit to site.

Syncing approved leave directly from Fresh Projects to PaySpace would be essential for us. This integration would save us considerable time and improve our overall accuracy when managing payroll and leave balances.

Would it be possible to get a list of APIs available for outbound data extraction. For example, I want to do a custom dynamic report on the Project planning hours. I want to extract resource names and the planned hours for each period on the Gantt and feed this information to an external BI reporting tool.

Is it possible to move the project description from the project structure to the classification tab instead?

Allow expense notes to be visible in the following locations: Within the draft expense after it has been rejected (on Capture page) Within the Individual Time & Expense Explorer report under the "Rejected" expenses section The goal is to improve the visibility of expense notes directly on the platform, rather than relying solely on email notifications.

Please can you move the project download button away from the search bar. it is very easy to press instead of the search whilst the page is loading. must download the list 3 or 4 times a day as i’m too eager… i know others have the same issue.

We work on various project types, such as Integrated Project Delivery, where different cost rates may be applied. In this case, it would be helpful to apply alternate cost rates to project types to better understand actual costs.

Our leave types differ per branch office. As a result when employees want to view their leave dashboard there is a long list of leave types that don’t apply to them. We’d like the option to only show on the leave dashboard / summary the types of leave that employees have movement against ie only types where for that employee an allocation / accrual or cycle start date is set, or a leave application has been made.

We would like the ability to issue a credit note with a value greater than a single invoice

We would like the ability to apply a percentage discount to our fees at the invoicing stage

Add a "Last 4 Weeks" option to the time range dropdown in Live Sheets. This would give users a rolling 4-week view, as opposed to the current static "This Month" / "Last Month" options which are calendar-bound

1. Would it be possible to add more filtering options for projects? Specifically, we would like to be able to filter projects by Client. 2. For employees, could the ability to filter by job title or job category name be added as well?

Could you please add an editable “Comment Column” to the Work in Progress menu?

When creating a new sub-project on the Project Structure page, if there is already a sub-project above it, the new sub project takes the above classification information as its own, which in all cases, is not required. Can we create sub-projects that don’t automatically replicate the above sub-project classification information? Instead can it default to blank fields so that they can be added at a later date? Sub-projects are created in the Project Structure page so the administrator has to go back to the Classification to change the Detailed Classification information, which they never remember to do. It is a dangerous default action that has caused problems in invoicing and data analysis.

When a Project Manager is assigned to a specific Tracking Category and their permissions are set to "View Own Only" for that category, their visibility in the Time & Expense Explorer and Individual Time Explorer should be automatically scoped to only display staff who fall under that same Tracking Category. Current Behaviour : Project Managers with "View Own Only" permissions on a Tracking Category can still see time and expense entries for all staff, regardless of whether those staff members belong to their assigned Tracking Category. Desired Behaviour : When a PM is: Assigned to a specific Tracking Category, and Set to "View Own Only" for that Tracking Category Then, in the Time & Expense Explorer and Individual Time Explorer, they should only see staff members who belong to that same Tracking Category - not all staff across the organisation. Business Use Case : Regional Project Managers should only have visibility into the time and expenses of staff within their own region (Tracking Category). This ensures proper data segregation, and prevents Project Managers from accessing data outside their scope.

"I would also like to investigate whether we are able to upgrade to Entra Id Single-Sign-On (and potentially even auto provisioning through SCIM or some other mechanism."

When we create invoices, these are posted to Xero. All good However, if we need to generate a credit note we have to do this in both. Can we create credit notes in Fresh and have these posted to Xero as per invoices please.