Feature Requests

Create client from estimate

It seems daft that I can add a new client from the invoice page, but not from the estimate page!

I often have to create a quick quote for a potential new client, and it would be ideal to be able to quickly just type in a name, so that I can do this.

Big old Christmas please on this one!

Google Gadget

It would be great if there were a Google Gadget in addition to the Mac and Windows widgets.

Subtasks any progress eta?

Hi I just wanted to add my voice to the other posts that were requesting sub tasks added to harvest. I know team members have mentioned it’s being worked on, but do you know when subtasks are expected as an additional feature?

Subtasks are critical not only to time tracking, but also for quotes and estimates. For example, if I’m developing a wordpress theme for a client, developing the theme would be the parent task. And sub tasks might be to install and configure a calendar plugin and a plugin that adds a user gallery.

If I get another job that requires me to create a word press theme and add a calendar plugin, I would go back into my records and look at the previous job to determine the actual hours needed. I would then subtract the sub task that isn’t required, in this case I’d subtract the user gallery hours from my estimate.

I hope that helps illustrate how subtasks are not only important to time tracking, but they are a vital component to future quotes.

iPhone Invoice Support

Hello,

I came over from Freshbooks mostly because Harvest lets me have unlimited clients :) And the more I use this service, the more I love it.

One thing I think is really missing from the iPhone app is the ability to create and edit invoices/estimates as well as making a payment. I receive checks on the go all the time and being able to input that in the invoice and sending my client an email receipt on the spot would rock – even being able to print it on their printer would be even more impressive!

Thanks, keep up the great work.

On-site vs. Remote flag for time entries

As a consulting firm, an important metric & utilization measurement is how much time we spend on-site at a client location vs. how much time we are doing work remotely for them. It would be nice if we could have a checkbox or picklist on time entries that would flag whether or not the work was “On-site” or “Remote”. Then we could build metrics to figure out what percentage of time we spent “on the road”, and how many days out of the week we were traveling to help us figure out what our travel percentage was for the week, month, quarter, year, etc.

Invoice page needs sort/search

Simple item, it would be useful to have a sort and search on the invoice page.

Once you start getting to 50+ invoices it is cumbersome.

Web Expense report with Receipt images

Hello,

I like the ability to attach receipt images to expenses, but I think that’s half the problem solved.

The other half, which is just as important, is having a web-report (kind of like your invoices are handled now), but which also show receipt images. This would be an invaluable tool to provide to my CPA.

Ideally, I’d like to be able to run monthly expense web reports, which allow me and my CPA to see the receipts as well as expenses that I’ve generated over the course of the month.

Thanks!

Multipart Invoices

We use multipart invoices in a hacked way.

We often invoice 50% of a project, then 25%, then the last 25%.

I’d like to better be able to invoice a client and show them the progress in each invoice.

So the second invoice might look like this:

Service : Web design | .25 of $40,000 = $10,000 (due upon project completion)
-————————————————————————————————
Service : Web design | .25 of $40,000 = $10,000 (due now)
-————————————————————————————————
Service : Web design | .50 of $40,000 = $20,000 (paid)
-————————————————————————————————

Any thoughts?

Estimate Sub-items

We would like to suggest a minor improvement to the “Estimate” functionality.

We would love to have the ability to break a single line item into multiple sub-items. These sub-items would have a quantity and a unit price and these would be combined to form the line item’s total quantity and unit price. For example, as a web development firm, we would like to split a single line item (e.g.: “Creation of data-driven Blog module”) into two sub-items (e.g.: “Back-end development” and “Front-end design”).

We see this functionality as useful because: (1) is would allow different rates and hours for the different sub-items and (2) provides more detailed information to the client about what exactly they are paying for. We would not want to use the “description” field for this breakdown because we use that field as a high-level summary of the item.

We really enjoy using Harvest, and so far it has provided us with almost everything we’ve needed for invoicing and time tracking. Keep up the good work!

Automatically updated late fees

hi folks,

i moved over from blinksale at the beginning of the year and am, for the most part, much happier than i was. the harvest invoices are faster to load, quicker to generate since they are tied to the timesheets we were already using, and easy to use. i’m a big fan of the multiple currency feature.

i have one big wish, however, and that is for the invoices to automatically accrue late fees once the due date is past. blinksale did this and we found it invaluable for enforcing a late fee payment policy. in fact, until we began with blinksale we were basically unable to keep track of late fees because each one had to be calculated by hand each time a reminder was sent. it was easier to skip it but of course we then lost the revenue and clients weren’t penalized for paying late which had a financial impact as well. moving to harvest for invoicing is returning to those bad old days ;) and we’d love to see this happen soon soon soon.

thanks for your great tools.

susie.