In Review
85Under consideration
Post a credit 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. This applies to both invoicing and expenses.
Ability to push a billing contact to Xero
To have the contact added here: Populating here: So that dynamic content placeholders for contact name can be used in the xero email templates and so that the correct project specific contact can be emailed the invoice directly from Xero.
Expenses Marked as Paid
Expense claims that have been paid for already, to be indicated as paid in both: - Financials>Invoicing & Expenses>Project Expenses, and - Insight>Time & Expense Explorer>Expense Report
Having a burn rate to compare to actual costs
At our company we like to take an average cost of all employees (the burn rate) and use it to determine an approximate amount of hours that should be used to complete a phase/sub project. If we could do this, that would be great! Also to then see in a report what the projected hours vs actuals are.
Change Log - Include Scheduled Billing and Invoice Finalisation
I’ve noticed that under the “Change Logs” icon under Insight, the current invoicing and scheduled invoicing for the month is not showing.
Invoice / Proposal Custom Name
We’d like to give a custom name to the PDF Invoice Download ie [Our Company Name] Invoice [invoice number] - [project code] [project name] [date] We’d also like to be able to assign a customer name on the Proposal ie [Project Code] - [Project Name]
Company contacts
Could there be a way or merging company contacts to avoid duplications? Some companies have multiples addresses and you may want to select different ones for different projects depending on where you want to send an invoice to. But there shouldn’t be a need to create a duplicate client
Leave Duplications
Alert to come up when trying to submit a leave application for a day already booked off.
Expenses attachments download
We would like to be able download each persons receipts in one go and save them with the expenses form (such as the expense report download).
Split Week Timesheets / Tagging Time
When the month ends mid week. We would like to be able to tag specific time to an invoice for half of the week and not have to tag the full week to the invoice.
Planned
12Committed and queued
Leave Year
The ability to simultaneously see the leave balance of the current year and the upcoming and also to select which year to capture leave to.
Lost SubProject
The project page currently does not exclude the fee value linked to Lost subprojects but maybe it should? Like the on the Project Profitability page when you filter out Lost.
Option to reset Project Autocode to 001 in new year
The YY resets but we would like the code to start at 001
Project Pictures
Allow PM’s to import an image of their project that is then visible on the Project Dashboard within the doughnut chart, as well as in the Project Profitability page.
Expense Attachments accessible from Project
The ability to access attachments to expense claims directly from within the project page.
Proposal template creation wizard
It would be great to be able to easily create the templates ourselves instead of sending it in to Fresh Projects to implement. That way I can design the proposal that works best with how things are set up in Fresh Projects instead of going back and forth with the support team.
Project Planner budgeted hours
Is it possible to show the budgeted hours remaining per team member rather than at a team level?
Add a column for client in Project Actuals Report
‘Client’ is not listed as an option for Columns, but would be something very useful for project profit analysis.
Visibility of project milestones and comments when exporting the Project Planner.
When downloading the Excel export of the project planner, it would be very helpful to see any milestones and comments as well as notes added in the report. Is there any chance that all projects could download even without planned resource. A status field would be great (active or dormant) but understand this could be challenging to do so.
Add Tracking Categories to Project Planner downloaded file
Can we please have the Project Team and Office information (tracking categories) included in the Project Planner downloaded file?
In Progress
1Actively being built
Testing
8Actively being built
Reactivate Lost Leads
Be able to reactivate lost leads
Travel time, mileage and mode capture for Net Zero
As part of our initiative to reduce our carbon emissions to NetZero we would like to capture all travel that is business related. Business travel that is a reimbursable expense is already captured but this would be a separate capture and, as we see it, something that would be captured at the same time an end user fills out their weekly time sheet. Also similar to a time sheet it could be a required weekly submission even if it’s to simply say “no business travel undertaken.” We’d need to capture the millage, mode of transport and time spent travelling. This would be great for us but also any company looking to capture understand, and ultimately reduce their carbon footprint. Is this something we could look at together as something for development?
Improving App Navigation
ADD TABS (like Synergist has) – too many clicks to get back to where you were.
Password Complexity
Can we please enforce a minimum of 15 characters and some complexity eg number and capital etc, is there.
Repeat Rows from Previous Week
For employees who work on the same jobs week to week, it would be very helpful to have the rows used in the previous week to repopulate in the current week in “Capture”-”Time”, or for this to be an option to turn on.
Limiting Project Deletion Permissions
Is it possible to separate the permission of deleting projects in the Employee Permission set up? We just noticed that if a project was deleted, the invoices related to that project would be disappeared in the system. It happened before that one Senior Associate Team Leader accidentally delete a project. I’m wondering if we can limit the possibility of people deleting projects so that we won’t accidentally lost invoicing record in the system.
Timesheets > Planned Projects to show planning from Project Planner
At the moment the Timesheets > Planned Projects view shows all projects a user has been budgeted on: It would be really helpful if the projects scheduled on the project planner for this week were the first to be recommended.
Project planner tick boxes
Could we add tick boxes to the project planner so you can view the projects you just want to see together on a page? This makes it easier for project leads that only need to resource a few projects and want to see them all together
Completed
106Recently shipped
Post Invoice to Xero as PDF
& Edit Attachment Name when posting to Xero When posting to Xero all invoices are just called "attachment". We'd like to be able to post the invoice to Xero and give the attachment a clear name such as "invoice number and project name".
Leave Reversal & Amendment
All users to be able to reverse specific leave entries as well as make amendments to them Marchese
Integration between Project Planner & Project Budget
Be able to right click on a project to open in a new tab.
It would be good to be able to right click a project and open in a new tab so that you can maintain your current location in the project list when opening a project.
Send invoices from Fresh Projects
When posting the invoice to Xero / QB the invoice sent from Xero/QB would not be the same as the one generated in Fresh Projects. As alternative, having the option to send the invoice from Fresh would save us a lot of time In addition being able to send Proposals from Fresh and have an audit trail on these would be helpful.
Timesheet notes
At the moment we can only capture one note per day for each sub-project, even if more than one activity has been carried out on that day. Is it possible to have a note dedicated to each separate activity, each day?
Project Planner - See History
I note the Calendar only extends from the current week forward, is there a way to update it historically? E.g. Assign resources to weeks already past? E.g. Update with actual time captured
Applying for leave in hours
Have the ability to capture leave application in hours, as opposed to days only.
Lost Projects with Reasons
We need a report that can be pulled from the Pipeline, showcasing all projects lost along with their reasons why and additional Notes
Timesheets - Stop Mouse wheel from raising and lowering numbers
When inputting hours on the timesheet, if your cursor is over the input box and you scroll your mouse wheel, it affects the actual number in the box (raising or lowering it). Since we use our mousewheel to scroll up and down across the page, it is entirely possible to unintentionally change the numbers on the timesheet (which happens regularly to us). Since we would never use our mouse wheel to input data and would always type it in manually, our suggestion would be for this feature to be removed.
Rejected
54Closed or declined
Set day the weeks starts
Our work week starts on Monday - not a Sunday. It is awkward that the weekend is split so that it is a day at each end of the week. Our work week ends on a Sunday to align with our staff pay run. It would be convenient to change the day that the week starts.
PDF Reports
Allow pdf downloads of project reports (under the three dots of project>Project Reports)
Confidential Project Alert
Project landing page alert (visual) indicating to the user that a particular project they are now viewing is of a confidential or NDA nature.
Leave to be requested from Timesheet
Pick up leave applications in timesheets and send them to approver if not already approved.
New Project Planner
Would it be possible to have the project planner milestones automatically create a task so that the Project Manager is reminded about upcoming milestones. Many thanks
Project Access / View Only Permissions
Allow PMs to view but not edit other PMs projects. Users can view all projects but not edit.
Integrate the “Task” tracker into the Project Planner
Would it be possible to integrate the “Task” tracker and the Project planner. This would be helpful in managing Agile type project methodologies.
Option to set budget at % of fee across the project
Currently let’s it’s possible at a sub projects level but would like to be able to set at a project level.