Xero Payroll - Sync Leave Balances

Currently only possible on Legacy Xero, requested to add this to the new Xero Integration.

Pipeline Report - Ability to Show Director

We can filter by director but not show the Director as a column:

Add default Xero Contact to Employee Record

Please can you add a default Xero Contact to an employee record so that when posting expenses I don’t have to individually select a contact for every expense posted to Xero. This would save a lot of time. Thanks

Add a tag for Meta Data Date fields to pull into proposals

Xero - Include the "note" in the description

In fresh projects we can include a note on the expense: Can this be included in the description that goes to Xero:

Sage - Send reference when posting expenses

When inputting a reference here: We would like to view it in the reference column in Sage:

Map view of projects

Ie where projects are located based on location

Completing Projects still allows Time to be Entered

When a project is completed, staff can still enter time and expenses against it. Pls can the ‘completed’ function actually stop staff access to entering time sheets and expenses. If not and the ‘lock’ function has to be used which is under Project Structure, pls can a common lock also be created which locks off all the activities rather than us having to lock off every one individually. Pls keep the individual lock for specific activties though. thanks.

Posting multiple contacts to Quickbooks

When a project has multiple billing contacts, can these all be added when pushing the invoices to Quickbooks.

Tootltip editor for project fields

It would be really useful to be able to write our own tooltips for the fields within Fresh Projects. (Tooltips boxes are the small pop-up boxes that appears when a user hovers over a field, providing additional information or context about that element.)

Ability to assign a prefix to the job autocode that differs from the prefix in the Opportunity autocode

Ability to budget for 3rd Party Expenses in different currency to the project currency

We may budget in base currency or sometimes even in a third currency, currently we can only do it in the project currency.

Ability to have custom Credit Note Sequence mapped to tracking category

Similar to invoiceCatMap

Additonal Tracking Categories

Currently the maximum is 10, we would like to request additonal 5

Ability to see the tracking category filters as a column in the WIP Report

In the Financial Forecast one can choose filters And Columns In the WIP Report there is no option to add columns.

SACAP Rates

Additional Status Options

We need to track our projects that have a SLA based costing. Can you add an additional filter (Tiered) to Project status as per the image attached.

Location to be added to the Columns Dropdown - Projects Actuals & Financial Forecast Reporting

Notify the Leave Approver when leave is cancelled

Employee applies for leave 25.02.25 – 26.02.25 (2 days) on 01.12.24 This is approved on 05.12.24 and recorded for payroll. Employee then realises she has the wrong dates and deletes her approved leave for February. Employee then applies for leave 03.03.25 – 04.03.25 (2 days). This is approved on 05.03.25 and recorded for payroll. At no point is admin or payroll aware that leave has been deleted from the system. When payroll processes pays on 10.03.25 she records 2 lots of 2 days leave. Is there a way the deletion needs to be approved? Or an email sent to approver for record?

Billing Table (Search Bar) for Job Category / Employee

Good day Would it be possible to request a search bar within the Billing Table for the relevant Job Category / employee? Thank you