Business mileage insurance confirmation

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.

When invoicing an easier way to see if there are expenses linked to that project.

Rather than having to click on disbursements and then load the expenses - maybe a button - add expenses?

Subproject description available in Live Sheets

Alongside all the other fields available in Live Sheets, the ability to export the description of a subproject would massively improve our workflow.

Project Planner Milestone Enhancement

Ability to mark a milestone as “done / met” ie change the purple milestone marker to Green when completed or Red when overdue Flag / warning on the sub project row when a milestone is in the past but has not yet been marked as “done / met”

Default view on project dashboard to show actual instead of all

Leave application - Mobile App

Could the leave application option also be added on the Mobile App?

Populate timesheet with previous week's projects

There used to be a facility to populate timesheet with previous week's projects which appears to have been removed? Can we have it back?

Auto create time based invoices based on time capture

If we are doing time-based work, can you add this into the schedule? (e.g. if you put a scheduled invoice into April when it gets to April if you have recorded 6 hours it generates and invoice for 6 hours)

Invoicing & Expenses - Additional Columns

Please can we request the addition of ‘Commission Manager’ and ‘Project Billing Reference’ columns to be visible within the Invoicing & Expenses section of Financials. It would be helpful to see where projects have / have not got a PO (Project Billing Reference) for invoices that are due to be issued that month. I understand that this may be a challenge where POs are raised at a sub-project level. Happy to have a further conversation to understand what might be possible.

Project Planner - See Hourly Resource Cost

In the PROJECT PLANNER, when we add resourcing and the resourcing is over budget is there anyway to show the COST of each resource? I can only see the total Fee/Budget and the remaining cost as a lump - for individuals I can only see their hours per week - not their hourly cost to see who to adjust / pull back.

AI Capture Receipt

I have previously at another company used Unanet and there was a AI function that allowed the used to capture a receipt with their phone camera and the AI scanned all the relative information and filled in the expense automatically.

Xero Imported Expenses > Option to delete

When we have imported an expense incorrectly that shouldn’t be imported to a project, we need the option to be able to delete this.

Changelog to track changes to employee data

When employee information is updated, ie cost rates. We would like to be able to see a log of who made the change and when.

Leave Approvals

We would like the Leave Application to be approved by the Custom Approver. However the leave on the timesheets to be approved by the Line Manager. Currently when the custom approver is set this person approves the application as well as the timesheet entry.

Project Tasks > Remove Sub Projects that are blocked from timesheet from Task Assignment

Import Expenses from Xero based on a specified expense Type

When importing expenses from Xero they all go to a standard Expense Type called “Xero Imports” As we are budgeting using the Fresh Projects Expense type set up it makes it difficult to reconcile the expense imported with the specific budgeted item. When importing expenses from xero we would like to be able to specify which Fresh Projects expense type we want this listed as.

Ability to Request Permissions

A feature enhancement that would be nice to have would be to enable users to request permissions as part of an approvals queue. If there is an area in the app that they want to be able to use, but don’t have permission to view, it could enable them to request access from the account administrators and automatically send them a permissions approval request, which if approved would enable the relevant permission and be captured on the change log for audit purposes.

Can't delete a project without setting mandatory information

When deleting a project the mandatory information is not longer relevant and so should be ignored.

Ability to Itemise an expense into multiple lines for Vat and non VAT

Is it possible to add a feature that allows users for enter to enter a single expense and split it into multiple parts, where one portion is vatable and the other is non-vatable? This would allow users to record one expense while accurately separating the taxable and non-taxable amounts within the same entry, improving accuracy and ease of use. This needs to account for sending multiple itemised lines to the accounting software with each linking to it’s specific VAT setting.

Set the VAT rate on expenses based on supplier instead of expense types

At the moment when setting up the expense type we have to choose if it is incl VAT or exempt of VAT and capture the expense according to one of these options. We would like the option to rather set the VAT at the supplier level and the VAT to then be calculated according to the supplier we have selected.

Payment Terms set to Project not Client

We have cases where we have multiple projects ongoing for the same client and the payment terms differ for each. Instead of having to manually update the payment terms on the contact record every time we issue an invoice, we would like to be able to set the payment terms at the Project Level.