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

Ability to invoice an invoice amount after finalisation

We have internal checks in place to minimise errors when raising invoices. However, it is not possible to eliminate mistakes entirely, and we also occasionally receive client-requested billing changes after an invoice has already been issued, which is outside our control. We need to be able to edit or correct invoices in Fresh Projects once they have already been finalised. At present, this limitation is causing significant operational issues for our team.

Show Billing Reference in Project Download

When going to Projects > All Projects > Download Needs to account for Combined Billing Reference when Billing Reference is set at the Project or Sub Project Level.

12 month rolling date on reporting

Required in Live Sheets as well as in built in Fresh Projects reporting a view of the next 12 months (ie current month + 11 months ahead).

Notification email when invoice is approved

So that finance team knows to review and finalise

Timesheet Validation Alert: Potential duplicate entry for leave and actual work done on the same dayed

Introduce a system validation that detects when leave is recorded for a specific day and working hours are also captured for the same day. Proposed behaviour: When submitting or approving a timesheet, the system should trigger an alert. The alert should notify the user of the potential duplication and request confirmation or correction before proceeding. Optionally, a warning can also display when downloading the monthly Timesheet Summary Report to highlight affected entries for review

Limitation of monthly hours booked - Non projects time groups

Good day Is it possible to amend Fresh Projects to add a monthly allowable time limit on Non-projects time groups like Marketing, General Administration, etc.? Kind regards

Order lists alphabetically - ie leave types

Being stored in object ID order and not the front end alphabetical order.

Ability to Type dates e.g. 01/01/2026 (not click through yrs, months, days).

ie. Fresh to recognise a typed date e.g. 01/01/2026 Typing dates & numbers is quick and easy. Having to scroll through years, months & days is very time consuming (& frustrating). It would really speed things up if Fresh could recognised dates in a standard format e.g. 01/01/2026. For example in project start and close dates. Thank you

Ability to filter Freeform report by Client vs Supplier

I have captured some BEE information on Freeforms yesterday. However, we only require BEE info for Suppliers. On the below, is it possible to have a drop down on “Contact” so that we can choose “Supplier” type contact only? On the report as well. The reason for this is so when we take a report to see which BEE certs are outstanding, we don’t still have to go to the system to see which are suppliers and which are clients, we only get a report on the contact type that is required.

Option to reset Project Autocode to 001 in new year

The YY resets but we would like the code to start at 001

Add functionality to set recurring tasks

Some tasks are repetitive and periodic, we would like the option to schedule tasks on a daily/weekly/monthly/custom basis like you can do for calendar events.

Ability for Standard Users to view but not edit the Project Pipeline and Project Planner

Ability for Standard Users to see the Project Dashboard

Without being able to view or edit the rest of the project detail.

Ability to not show passthrough sub projects on the Project Planner

As passthrough sub projects are used for external expenses, we don’t need to see them in the Project Planner.

Manually override VAT on Invoices

When Fresh calculates VAT on Proforma Invoices, users must be able to manually adjust the VAT amount on Fresh if the system rounding is incorrect. Currently, the VAT amount appears correct on the Draft Proforma Invoice, but in some cases, when the document is converted to a Tax Invoice, the VAT amount changes due to rounding differences. This discrepancy results in incorrect invoicing and leads to the need for credit notes, creating unnecessary rework.

Tagging Time - Ability to Tag Part of a week and write off part of a week

At the moment when tagging time you can either Draft, Tag to Invoice or Write off the entire week, we’d like to be able to chose part of the hours to one and part to the other.

Option to exclude Passthrough in Project Actuals

When we view the Project Profitability we are able to exclude Passthrough Sub Projects as follows: We would like to have the same options when viewing the project actuals for a certain period to also be able to exclude the passthrough Sub Projects from the totals:

Ability to view / update code sequence on the Front End

Applies to Project Autocode, Invoice Number and CN Number. At the moment on the front end we can’t see what the last code is (so can’t easily see if it is out of sync before finalising the invoice or creating the new project) seeing this would be a helpful first step, even better would be being able to reset this without needing to contact support.

Update Billing Contact for only one invoice

When we have to invoices finalised for the same billing period, we are able to update the billing contact for just one of the invoices.

Add an additional Project Status for Archived after Completed