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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.
Ability to lock all subprojects at once
Create an option to bulk lock all stages / sub projects at once, rather than having to go through and manually lock each individual stage.
Add more than 2 'Date' Meta Data fields
Ability to add more than 2 meta data fields that capture date.
Freeform Attachment - File Name not visible
When adding file uploads to Freeforms the file name is visible. However when the record is saved the file name disappears and only the paper clip is visible. Could this be changed to ensure the file name is visible when viewing the record? .
Upload attachments to timesheets
Ability to add attachments or upload a training schedule when capturing time for training. We require the schedule as proof of training for our records, and making it part of the time-capture process will help ensure consistency.
Pipeline - Completed Column
It would be good to also offer being able to drag and drop projects from won to a new completed column. This could then be able to be hidden an shown. This would allow us upon our weekly reviews to run through project ‘lessons learned’
Pipeline filter and sort options
It would be helpful to be able to filter all columns (most importantly won) by more flexible dates, at present you can only view monthly, this should be also weekly, as well as specific date ranges. These columns should also be able to be sorted by various methods such as date and lead code.
Fresh Reports - Variance on labour hours of closed deliverables
Scenario: A specific project deliverable has been completed, and the budgeted costs were aligned with actual costs by using a generic labour cost code. This was necessary because the actual labour hours differed from the budgeted hours, as different personnel with different cost rates ultimately performed the work. The deliverable was subsequently locked and marked as completed. Issue: Whenever we generate the report, the labour hours are flagged as a variance. Currently, there is no way to distinguish between completed (closed-out) deliverables and those that are still in progress. Furthermore, our authorisation levels do not permit us to view the underlying labour costs. Question: Is it possible to include an indicator in the downloadable report to identify locked (completed) deliverables, similar to the lock indicator displayed on the Project Overview screen? Additionally, could an indicator be included to show that the budget equals actual costs, thereby helping us distinguish between completed deliverables and those still in progress? This would assist us in interpreting the reported variances and distinguishing between genuine outstanding issues and those relating to completed deliverables.
Allow multiple PO templates
We have 2 entities set up in Fresh Projects - linked to 2 different Xero entities. It is very easy to select each company’s invoice and credit note template, but there is no option to select which PO template to download the PO onto. the PO template is set as a default (so we can currently only use 1 entity to capture POs in Fresh Projects)
Autofill Timesheet Projects
We can currently auto-fill a timesheet with the list of projects booked for the previous week, which is really useful. However, after a week of annual leave, there doesn’t appear to be any way of auto-filling the next week with the projects undertaken the week before the annual leave. Is there any way we could auto-fill with any previous chosen weeks projects, and not just the preceding week?
Project support resource filter
Hi Fresh, We wanted to find out is it possible on the projects view to add a Project support column ( a column that shows the resource that is assigned to the project) on the first view. Check blue column below. Is it possible to introduce a flag that indicate if any of the projects have expenses/man hours where the actual hours are greater than the budget. See red flag and grey block below. We just want to understand if this is something that will require development from your end or the feature its already available and can be enabled by our admin please advise.
Email Proposals to Client from Fresh Projects
We will be trying out the ability to email invoices from Fresh Projects. Would be interested if this will be possible for Fee Proposals via Fresh Projects in the future.
Create Tracking Category Options in xero
We are using the sync that updates the Xero Project tracking category with [Project Code] [Project Name] when an invoice is posted. However we need to manually create the tracking category option in Xero each time a new Project is added. Are we able to automate this so that when a new project is added it updates the tracking category option in Xero.
Edit Project Expenses
Once a project expense has been approved, is it possible for an admin to edit, change or delete it? Also, could the expense allocation update automatically on the linked Purchase Order, rather than being duplicated or reconciled against the wrong amount?
Scheduling income over multiple periods
Can the scheduling be updated to allow multiple bubble in each sub project? For example the blue bubble we have already invoiced 3k in Oct, but the remaining fees will likely keep getting pushed back. We can't simply drag the whole bubble as the October 3k will be shifted. Having multiple bubbles which can be dragged around and fees distributed separately would be super helpful.
In Review
Live Sheet Data for Tasks
On our LiveSheet leads report we would like to add a column for next action date, this would be derived from the tasks that have been linked to the lead. At the moment there is no task data feed available in LiveSheet, either for Lead tasks or for Project tasks.
Expandable columns in status view of tasks.
Please add column edge grabbing allowing for widening of columns so that tasks don’t always disappear off the bottom of the screen.
Option to hide project fees in the Project Pipeline
The ability to hide project fees when viewing projects in the Pipeline view. Use case: When reviewing the pipeline as a team during meetings, we don’t want the wider team to see the fee values attached to each project. Suggested solution: A toggle in the Pipeline view to show or hide fee amounts.
Not Approved
Frozen project stages should still show in project planner
We often freeze project stages to prevent staff logging time in the wrong stage. However we still want to be able to plan the resourcing in the project planner. If we freeze the stage these don’t show up in the planner. It should be possible to block stages from timesheets without affecting anything else.
Timesheet Downloads
When downloading Timesheets could the file names reflect the time sheet date rather than just being labeled “Timesheet”. Ideally the start date in reverse order (YYYY-MM-DD) i.e. “2026-09-30 Timesheet” Thanks
Invoice Approval Flow
At our firm, the accounts team draft the invoices, the project managers are then able to approve the invoices before the accounts team finalise it. 1. Currently the PM’s are able to add a note that is seen by the admin team (limited list of invoice finalisers): We’d like this flow to also be available in the other direction, ie the note box “always shown” so that that admin team (limited list of finalisers) can add notes on the drafts for the approvers to be aware of. 2. If the invoice is not correct, PM’s should not update it. In this case we would like a “not approved” option when the PM can indicate the draft is not approved and send a note back to the admin team on what needs to be fixed.