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.

Currently there is a maximum limit of 5No silos. For our work flow, we would ideally 8No. silos. Proposals to Draft / Proposals to follow up / Tasks To Get Done / Work in Progress / QA Checks / Amendments / Completed & Ready to Invoice / Invoiced & Pending Payment

Hi Fresh team, Could you please consider adding a daily hour tagging feature? At the moment, hours can be tagged per week, but it would be very useful to be able to tag hours per individual day. This would make it easier to accurately track which hours were spent on specific activities/projects on each day, while still having the hours roll up into the weekly total. For example: Monday: 4 hours – Project A Tuesday: 6 hours – Project B Wednesday: 3 hours – Project A This would provide much better visibility and accuracy when tracking hours throughout the week. Thanks

Is there any way when we run a Financial Forecast report in insight that we can display the invoices in Forex vs Base Currency? At the moment it all defaults to base currency which isn’t clear for the teams based in other offices.

Hello, Is there a field on Fresh Projects under projects that you can add an alias or a note, which will also show under the pipeline section. I.e. the pipeline area would show the project name as well as a small hint at what the project is, for example, a music hall, school, public realm etc. without having to click into the project itself. I have added red lines below to show where this could go?

On the main project list screen (Projects > All Projects), we want to be able to see active projects for a certain team or project manager. Currently, when projects are filtered to show active projects for a specific PM/team, it shows projects which have another sub-project which is active, even if the desired PM/Team sub-project is completed, dormant etc. The view created should only show the fees only associated with the filters ie PM or Team. Instead of the total project money.

I’d like an option to keep Sub-Projects un-hidden / un-collapsed in Timesheets. As we track most of our time against Sub-Projects it takes time to repeatedly drop down the sub-projects and it would be usefull to be able to see all time entered into all Sub-Projects in one view. At the moment you can only drop down one Project’s Sub-Project list at at time, while all the others are hidden.

Ideally I would have liked the option to populate the new weeks time sheet with previous projects and workstages (as a template), but the app does not provide that option like the desktop version does.

Is it possible to design a feature to be able to adjust/edit a leave period, without having to delete and readd i.e. at the moment if an employee decides to take an extra day of leave than what they had originally planned, I have to delete the whole application in their leave section and readd it as a new application with the correct dates. It would be really useful to be able to adjust or edit current applications, to avoid confusion and mistakes.

Is it possible to add the feature of downloading/exporting freeforms to an excel sheet so they can be saved for internal purposes?

When creating a ‘New Opportunity’ in the Pipeline feature, under ‘Interactions’, is it possible to add a feature to choose the specific date the interaction took place instead of it defaulting to the date the ‘Record’ was created or having to manually type it into the Description section?

On the Project profitability report we can choose to view by specific project and sub project status: However on the Project Dashboard we don’t have a similar option: As an example, we have a project with a long list of over 40 variations. Each has been priced as a lump sum, some have been instructed, but some are still to be confirmed. As such, we have shown these as ‘Opportunities’ under the detailed classification views. However, as soon as we add the fee quoted into the ‘Budget & Fee’ section, it automatically shows up as ‘Fee’ in the project dashboard. This has the effect of showing a much rosier picture for project profitability than may be the case if the variations do not eventually get instructed.

Ability to to move hours from one project or group to another to save having to unsubmit the whole week/timesheet to move just 1 hour. If the timesheet is correct from the submitter (on the whole) or the approver has changed the project setup, this function would be useful.

employees need to have the ability to amend leave which has already previously been approved, with the amendment to go back for approval

We need a feature which prevents employees from being able to put requests in for leave which takes them over their balance limit for the year

Current behaviour: The PO template can only be set in two places: as a company-wide default (Company Settings) or at a Project-Level within Budget & Fee Settings. There's no way to set it at sub-project/detailed classification level, or to choose it manually when raising a PO. Use case: Clients with two companies, each with its own PO template, sometimes run projects that cover both companies. That split is captured in the detailed classification at sub-project level. Since PO templates are only set at project level, there's no way to apply the correct PO template per sub-project. Suggested solutions: Allow the PO template to be set under Detailed Classification at the sub-project level, or Allow the user to select which PO template to use at the point of capturing/creating the PO.

When in invoices or project planner (or indeed anywhere in the software) it would be much more intuitive if when you click on the project name it opens that Project page in another window in the browser.