Pinned
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
💡 Feature Requests
26 days ago
Pinned
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
💡 Feature Requests
26 days ago
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.
💡 Feature Requests
About 8 hours ago
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.
💡 Feature Requests
About 8 hours ago
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.
💡 Feature Requests
About 15 hours ago
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.
💡 Feature Requests
About 15 hours ago
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.
💡 Feature Requests
4 days ago
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.
💡 Feature Requests
4 days ago
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.
💡 Feature Requests
4 days ago
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.
💡 Feature Requests
4 days ago
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.
💡 Feature Requests
6 days ago
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.
💡 Feature Requests
6 days ago
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.
💡 Feature Requests
6 days ago
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.
💡 Feature Requests
6 days ago
Testing
Repeat Rows from Previous Week
For employees who work on the same jobs week to week, it would be very helpful to have the rows used in the previous week to repopulate in the current week in “Capture”-”Time”, or for this to be an option to turn on.
💡 Feature Requests
7 days ago
Testing
Repeat Rows from Previous Week
For employees who work on the same jobs week to week, it would be very helpful to have the rows used in the previous week to repopulate in the current week in “Capture”-”Time”, or for this to be an option to turn on.
💡 Feature Requests
7 days ago
Mandatory Fee Schedule
We would like to make sure that the Fee is always scheduled on Projects before they become Active. Pipeline Automation > Mandatory Information could be an option for this. We would like to force that the FULL Fee amount is being scheduled.
💡 Feature Requests
7 days ago
Mandatory Fee Schedule
We would like to make sure that the Fee is always scheduled on Projects before they become Active. Pipeline Automation > Mandatory Information could be an option for this. We would like to force that the FULL Fee amount is being scheduled.
💡 Feature Requests
7 days ago
Released
Show selected columns in contact download. Would like to see industry and value/grade in download report please.
💡 Feature Requests
10 days ago
Released
Show selected columns in contact download. Would like to see industry and value/grade in download report please.
💡 Feature Requests
10 days ago
Include Odometer Start KM and Finish KM in Travel Expense Claims
Having a field for this would assist with SARS reporting and compliance.
💡 Feature Requests
11 days ago
Include Odometer Start KM and Finish KM in Travel Expense Claims
Having a field for this would assist with SARS reporting and compliance.
💡 Feature Requests
11 days ago
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.
💡 Feature Requests
13 days ago
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.
💡 Feature Requests
13 days ago
Released
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.
💡 Feature Requests
13 days ago
Released
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.
💡 Feature Requests
13 days ago
Payment Status on Supplier Expenses
We need a report of all invoices and credit notes captured to a particular creditor - reflecting also the invoices that have been paid. In order to produce this we will need the payment status of expenses to come through to Fresh Projects as we do with Client Invoices.
💡 Feature Requests
14 days ago
Payment Status on Supplier Expenses
We need a report of all invoices and credit notes captured to a particular creditor - reflecting also the invoices that have been paid. In order to produce this we will need the payment status of expenses to come through to Fresh Projects as we do with Client Invoices.
💡 Feature Requests
14 days ago
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).
💡 Feature Requests
19 days ago
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).
💡 Feature Requests
19 days ago
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
💡 Feature Requests
21 days ago
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
💡 Feature Requests
21 days ago
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
💡 Feature Requests
26 days ago
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
💡 Feature Requests
26 days ago
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
💡 Feature Requests
26 days ago
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
💡 Feature Requests
26 days ago