Help!

editing client list for time trackers after client is gone

My people (time trackers) are having to scroll through a long list which includes archived clients in order to find the current clients they are working on. is it possible to remove the archived clients from the time trackers lists?

Pay Contractors for their time

Harvest is great for tracking my time and that of my contractors.

I can then bill clients based on real hours, awesome.

However I can’t pay my contractors… :-(

Currently I have to generate a report for my contractor’s work, multiply time by his pricing and then track whether he has been paid in a different system.

Harvest does not allow me to track both sides of the business (income and expense), or at least I haven’t found how to use it.

If there IS a way of knowing and tracking what work I have paid my contractors for, please tell me!

If not, I strongly suggest this feature, similar to the request of connecting Harvest accounts (slightly more complex it seems).

Tracking project by hours, but billed by project

I quoted for the full project, but have been tracking my time by the hour with my person rate.

I want to keep a record of how much time I spent on the project so I can see where I am quoting wrong.

How do I invoice this project so that I’m invoicing the correct amount but keeping track of the hours?

Thanks!

How do I set a monthly buget?

My projects have a monthly budget (hours). For example, the Acme Corporation hires us for a 40 hour per month retainer. Is there any way to set a monthly budget for a project?

Is there a way to mark up expenses/outside costs?

I have a lot of outside costs by doing media buying, I’d like to be able to enter the actual cost, but have Harvest increase it by 15% (or whatever percent I prefer) and this be included on my invoice. Is there a way to do that. With out it showing the original cost on the final invoice of course.

Thanks

Dan K

Can I draw from an unpaid retainer

Is it possible to draw from a retainer which has been sent but not paid yet ?

When I attempt to create an invoice against the retainer the invoice does not draw from the retainer as it appears the retainer has a zero balance until I mark the payment as received.

Retainer for multiple projects, one client

I have a client that I need a monthly retainer for, but I work on various projects throughout the month for them. How do I allow those projects to draw against the retainer? I can’t just draw it against a retainer project, because the client needs a report of my hours on each individual project and task.

Credit Notes

How do we issue credit notes and subsequently apply them to an invoice?

Billable (in budget), Billable (over budget) & Unbillable

Hi Guys,

On top of my reports is an option to see my percentage of Billable against Unbillable hours. But I’m looking to have an overview which shows:

- Billable hours WITHIN budgets
- Billable hours OVER budget (in fact became non billable by too many hours spent)
- Unbillable hours

Is there a quick option to view this information in my account or the reports of my employees?

Kind regards,
Stefan

Invoice notes not appearing on invoices

Hi all,

I’ve added a default note for my invoices in the configuration section. But these are not appearing when I create an invoice. Instead the quote notes just carry over. Is this a problem anyone else has?

If anyone knows how to fix this that’d be really great.

Thanks
Brook