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.

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.

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

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).

Invoice Comments Column

View this column within Financials>Invoices & Expenses

Ability to mark a contact as both client and supplier

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.

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.

Completed Projects Report

The ability to see what projects have been completed in a particular month.

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.

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.

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.

Always Visible Search Bar

Is it possible to have a search bar in the menu bar so that searching for a project can be done without first selecting all projects from the menu

Ability for Standard Users to view but not edit the Project Pipeline and Project Planner

Ability to add a working pattern structure to each employee, linking in with the leave section.

We have a large number of staff that do not work a regular amount of hours each day. These staff do not work full-time hours but a chosen regular part-time week which they can split over chosen days and times during the week on a permanent basis. This means that all leave they book has to be done in hours (and the days equivalent is always showing wrong). Would it be possible to add a working pattern structure in the background so that leave can be booked in blocks and the system know the employees working pattern so can automatically work out the number of hours/days required ?

Capture Time - Traffic Light to show budgeted hours from project planner

Is it possible here: To bring through the hours planned in the resource planner for that week instead of from the budget (as the employees assigned often change during the project). Note: Added by Aimee

Expense Display Order

Within the Expense Report as well as within the Project Actual Costs. Expense display in alphabetical order of the ExpenseID. Please can we display these sorted alphabetically by expense type and then by descending date order instead. Can the unapproved expenses be denoted in a different colour (consistent yellow like other views of unapproved expenses) If more than 10 or so expenses. They get cut off and there is no scroll bar to see the rest of the expenses.

Project manager permission for Profit Chart

Add a column for client in project actuals

‘Client’ is not listed as an option for Columns, but would be something very useful for project profit analysis. Is this something that can be added perhaps?

Split Time Export for Employees

A nicely formatted export of time similar to the split project export but split by employee

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.

Global report Hours planned vs actual

Please assist with a bigger report - not just project base, to track hours planned vs billed

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?

Ability to easily copy & paste Tasks (then edit)

Ability to easily copy & paste Tasks/ ‘Duplicate’ Tasks (Ctrl C, Ctrl V?), then edit, rather than having to set up from scratch each time. This would make the task board more efficient and therefore more enticing to users. Especially by saving time of on choosing the project, group & workstage which is quite consuming.

Reactivate Lost Leads

Be able to reactivate lost leads

Improving App Navigation

ADD TABS (like Synergist has) – too many clicks to get back to where you were.

Is it possible to have a visual (live) progress bar of hours budgeted vs. used that shows next to each timesheet entry?

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.

12 month rolling date on reporting

Required in Live Sheets as well as in built in Fresh Projects reporting a view of the next 12 months (ie current month + 11 months ahead), this should cover in app reports as well as Live Sheets reporting.

Password Complexity

Can we please enforce a minimum of 15 characters and some complexity eg number and capital etc, is there.

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.

Block the creation of duplicate contacts

Currently, when someone attempts to create a duplicate contact a warning will come up and the user then has the ability choose if they want to proceed. We want to prevent the user from proceeding entirely.

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".

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.

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.

Expenses - Able to manually enter VAT amounts when not applicable to full expense

Under expenses we will need some flexibility on taxes as with planning applications etc VAT is only charged on part of an application so can there be some flexibility here when entering expenses?

Expense Report for Processed Date not Expense Date

I would like to run an expense report for the date that the expense was processed not the date of the invoice or the date it was entered. Only the date which it was "Processed"

Tracking Category Update

The ability to turn tracking categories on and off for different sections of Fresh Projects. This would allow us to minimise tracking categories, but utilise them for reports and reporting in a more efficient manner

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.

Leave Reversal & Amendment

All users to be able to reverse specific leave entries as well as make amendments to them Marchese

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.

Sync Credit Notes to Xero