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.

strictTimesheetTotals ability to apply per user and not company wide

We need to put restrictions into the time consultants can bill but this doesn’t apply to all employees.

Display available un-Invoiced balance when multiple Invoices exist in the same month

When generating a new invoice for a project where a previous invoice already exists in the same billing period, the system should automatically deduct the previously invoiced amount and display only the remaining un-invoiced balance available for that period. Currently, when the system displays the full scheduled amount for that month, regardless of whether a previous invoice has already been raised against that same period.

Zapier > Leads > Additional Fields

At the moment when using the Leads trigger the following data is supplied: Employee ID Employee Name code Lead Name I would like it to collect the client and contact details associated with the lead, as well as other relevant lead information such as the survey type (tracking category). Client Name Client Email address Client telephone number Client contact name Client contact email address Client contact telephone number Client contact tracking category Project Fee Value

Expenses Scan the receipt and auto populate values

Receipts data entry process seems quite manual at the moment. We were wondering whether there are any developments underway to automate this area. In other systems we use, once parameters are set for a specific contact, the system is able to automatically extract and populate data from uploaded documents. It would be great to understand if similar improvements are planned here.

Drag and drop files to upload (E.g. expenses)

Can you add a feature to drag and drop files to upload rather than have to click upload and go through folders etc to find the file. This would streamline capturing expenses.

Editable Tooltip Descriptions for Budget and Fee Fields

Allow tooltip descriptions for the Budget and Fee column headings to be editable, enabling organisations to align definitions with their internal terminology and reduce ambiguity for users.

Selection of additional sub projects in Timesheets

In V1 Timesheets it was possible to select additional sub projects via dropdown under the relevant project. In the new V2 this is not possible. Please return this function.

Sync Purchase Orders with Xero and allow to edit

Synchronise any PO’s created with Xero PO’s, allowing for reconciliation aginst the PO in both. Also allow PO’s in FP to be editable once approved and created (PO Reference - Description) etc.

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.