Post a credite note to Xero

Currently we manually have to add a credit note in both Fresh Projects and Xero, we would like to be able to post / update this directly from Xero.

Option to see "planned earned fee" in Financial Forecast

In the Financial Forecast we can currently see the planned time and cost (to the company) of this time, but could the planned earned fee be added as an option, based on each project’s billing table? This would be useful for forecasting the invoices for projects that don’t have a budget / fee agreement in place.

Project Structure - Ability to add edit a project structure

Once the opportunity / project is created we would like to be able to go back and edit the project structure with a new template.

Integration with Wise and Fresh Projects for importing expenses

Allow Mandatory Notes at a weekly level

When using the mandatory notes function we need to add a daily note. Please can we have an option to include weekly notes on the mandatory field.

Notify project lead when time logged against a project doesn't have a charge out rate

To ensure the Fee Spent column is correct we would like all time spent on a project to have a charge out rate. When thing’s get busy a staff member that wasn’t originally assigned to the project may work on it. This creates an issue with their charge out being incorrect. To resolve this we would like a warning or notification to let the project lead know they need to update charge out rates for that staff member on the project.

Ability to apply a discount at a claim level

(As opposed to at the fee level) The client would like to show the discount per claim (ie withholding tax( not a total discount on the fee.

Leave record adjustment or deleted items to be hidden on FP

Just wondering if we can hide these deleted leave records on Fresh Projects? Some of our staffs find them very confusing as they sometimes need to amend the dates or leave category if they don’t have enough leave. Or it would be great if we could amend the leave application after submitted so people don’t have to delete the original one and re-add in a new leave application.

Permissions - Directory integrations with Azure, Google and Okta

Directory integrations with Azure, Google and Okta as a potential feature to add to the requests bucket? With this you could push groups from your directory 'source of truth.' Then you could use a combination of SAML and SCIM to handle logins and user account management. SAML gets users in, SCIM makes sure their account exists and is up to date. That's how most of the SaaS tools we are using now handle this process.

Timesheet Report > Include Timestamp of Date Submitted

We want to track people that are always submitting their time sheets late.

Pipeline - Move Lead/Opportunity to "Dormant" after a set time frame

A setting on the Pipeline page where after a defined period of time an entry (whether it be a lead or Opportunity) is automatically moved to 'Dormant'?

Ability to Manage Hourly Rates that have no Fixed Fee on Invoicing

Added by Aimee

Ability to Capture Company Expense Types in the Mobile App

Currently only employee expense types can be captured in the App.

Freeforms - Record the Users name who completed the form as well as add a time stamp

We would like to use Freeforms for our QA and internal job audit purposes. Can FreshProjects amend Freeforms so that it automatically records the user’s name (the person completing the form) as well as a time stamp? (Added by Aimee on behalf of the client)

Syncing Employee Leave Balances

Bulk match all leave balances. Currently, I clicked on the “Match” under each leave category to update the balance one by one, but it will be too time consuming if we start matching Xero leave balance in Fresh Projects for all staffs and all leave categories. Sync Xero Leave balance to Fresh Projects on the COB 15th and 30th of each month. I can see Fresh Projects has monthly/annually automatic allocation with fixed amount added to the leave balance. However, considering we have bi-monthly payroll on 15th and 30th of each month and some staffs might have flexible working hours or unpaid leaves (no leave will be accrued during unpaid leave period or when staffs are not working), the amount of leave accrued could vary each month so a fixed amount automatically added to leave balance each month could cause inaccuracy.

Timesheet Hourly breakdown - Daily

Would it be possible for a future release to include being able to split the time on daily timesheets by the hour - so to actually include the hours of the day. eg - 8am - 10am on one project, 10am - 11am on a different project, instead of just entering 2 hours, 1 hour in the boxes. It would be nice to see a split on a daily basis with allocated times in more detail.

Add more granular functionality to the Time & Expense migration tool

Ability to move time & expenses at an individual row level in Time&Expense migration tool We’re being asked to move a single hour worked by “XX” or a single hour “from the subproject XX” The current system only allows us to move time in bulk, grouped by broader categories such as sub project or employee. We can’t isolate and shift hours at that level of granularity, which makes these smaller adjustments impossible to execute in-house, unless we edit historic timesheets, which we want to avoid.

Add Pipeline Stage to Financial Forecast Column

We can add pipeline stage name as a column option in the Financial Forecast Added by Aimee on behalf of client.

Financial Forecast as a percentage complete

We are looking to be able to pull a report that shows the percentage of the project fee that will be invoiced each month, similar to the financial forecast that shows the scheduled fees due to be invoiced at the end of the month, but for the figures to be the percentage complete and it would need to show the sub projects as well.

Allow Right Click to Open a new Tab

Can right-click actions be incorporated on Fresh Projects? For example on the WIP report screen.