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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.
Project support resource filter
Hi Fresh, We wanted to find out is it possible on the projects view to add a Project support column ( a column that shows the resource that is assigned to the project) on the first view. Check blue column below. Is it possible to introduce a flag that indicate if any of the projects have expenses/man hours where the actual hours are greater than the budget. See red flag and grey block below. We just want to understand if this is something that will require development from your end or the feature its already available and can be enabled by our admin please advise.
Email Proposals to Client from Fresh Projects
We will be trying out the ability to email invoices from Fresh Projects. Would be interested if this will be possible for Fee Proposals via Fresh Projects in the future.
Create Tracking Category Options in xero
We are using the sync that updates the Xero Project tracking category with [Project Code] [Project Name] when an invoice is posted. However we need to manually create the tracking category option in Xero each time a new Project is added. Are we able to automate this so that when a new project is added it updates the tracking category option in Xero.
Edit Project Expenses
Once a project expense has been approved, is it possible for an admin to edit, change or delete it? Also, could the expense allocation update automatically on the linked Purchase Order, rather than being duplicated or reconciled against the wrong amount?
Scheduling income over multiple periods
Can the scheduling be updated to allow multiple bubble in each sub project? For example the blue bubble we have already invoiced 3k in Oct, but the remaining fees will likely keep getting pushed back. We can't simply drag the whole bubble as the October 3k will be shifted. Having multiple bubbles which can be dragged around and fees distributed separately would be super helpful.
In Review
Live Sheet Data for Tasks
On our LiveSheet leads report we would like to add a column for next action date, this would be derived from the tasks that have been linked to the lead. At the moment there is no task data feed available in LiveSheet, either for Lead tasks or for Project tasks.
Expandable columns in status view of tasks.
Please add column edge grabbing allowing for widening of columns so that tasks don’t always disappear off the bottom of the screen.
Option to hide project fees in the Project Pipeline
The ability to hide project fees when viewing projects in the Pipeline view. Use case: When reviewing the pipeline as a team during meetings, we don’t want the wider team to see the fee values attached to each project. Suggested solution: A toggle in the Pipeline view to show or hide fee amounts.
Not Approved
Frozen project stages should still show in project planner
We often freeze project stages to prevent staff logging time in the wrong stage. However we still want to be able to plan the resourcing in the project planner. If we freeze the stage these don’t show up in the planner. It should be possible to block stages from timesheets without affecting anything else.
Timesheet Downloads
When downloading Timesheets could the file names reflect the time sheet date rather than just being labeled “Timesheet”. Ideally the start date in reverse order (YYYY-MM-DD) i.e. “2026-09-30 Timesheet” Thanks
Invoice Approval Flow
At our firm, the accounts team draft the invoices, the project managers are then able to approve the invoices before the accounts team finalise it. 1. Currently the PM’s are able to add a note that is seen by the admin team (limited list of invoice finalisers): We’d like this flow to also be available in the other direction, ie the note box “always shown” so that that admin team (limited list of finalisers) can add notes on the drafts for the approvers to be aware of. 2. If the invoice is not correct, PM’s should not update it. In this case we would like a “not approved” option when the PM can indicate the draft is not approved and send a note back to the admin team on what needs to be fixed.
Resource Allocation
Once persons have been assigned to projects with resource, could we have an option to select priority order for the tasks.
Set company wide default VAT rate
…currently whenever adding a new client we have to manually select 20% VAT rate and link it to Xero… every time. Why can’t the VAT rate just be a default company wide setting it we want it to be?
Enable/Disable the generic categories when budgeting
We would like the option to shorten the list of categories in the drop down list that appear when budgeting. It would be useful to be able to show / hide the individuals, or the categories depending on how we would like people to quote…. currently those quoting are offered everything which is too much choice and means training is required to confirm how we would like people to do it….
Tasks Start and End Date
Instead just showing with a task is due in the week view, we’d like to have the ability to also set a start date and for the task to be displayed on all weeks for the full duration. If only looking at the due date it’s too late as the tasks should have started a few days prior.
Filter by Tracking Category on Project Dashboard
Currently, the Project Dashboard only supports filtering by Groups. Request: Add the ability to filter by Tracking Category as well. Use case: When detailed classification has been set for various Teams or Disciplines, this would allow users to assess performance across individual teams or disciplines directly from the dashboard.
Released
Allow Employees to See Project Dashboard even if costs are hidden
For employees with “Can view Project & Resource Costs” turned off, we would still like them to see the dashboard donut and bars, just with the cost vales hidden. We are happy with the % based approach and view, but it makes budgeting quite difficult if they need to budget in the project, move to the Project profitability page to check if it is OK, then to go back to again adjust? The iterative process is quite time consuming.
Option to toggle back to the pie chart view at portfolio level
I'm a visual person and the pie charts were a really useful way of reviewing project profitability at a glance. They're part of what attracted me to Fresh Projects in the first place. The new view clearly gives more detail, but I found the old format quicker and easier for getting an overview across multiple projects. It's good that the pie chart is still there within each individual project, but I'd like it back at portfolio level too, with the option to toggle between the two views.
Bring back the circles, a "classic" view on the profitability page
Give us a way to switch the profitability page back to the old circular view Is there a way to "go classic" and get the circles back on the profitability page? We can read the new view fine, we just don't like it. The circles were quicker and clearer to scan, and the old layout had more space around them, whereas this one feels cramped. The circles were also part of what made you recognisable. Without them the page looks like any other project software.