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

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.

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.

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.

Project Status Report > Option to Download to Excel

We would like to be able to export this data into an excel format:

Show selected columns in contact download. Would like to see industry and value/grade in download report please.

Include Odometer Start KM and Finish KM in Travel Expense Claims

Having a field for this would assist with SARS reporting and compliance.

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.

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.

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