Sign in to participate
Be Kind, Be Helpful
Ask a question, answer a question, and get to know the fine people in the Harvest community.
Rounding Up + Incremental Billing (does it work for project status?)
I’m concerned about the new “Rounding Up + Incremental Billing” feature: it seems that this is an invoice setting, rather than a project setting. This would imply that the “Rounding Up + Incremental Billing” will not be applied to project status calculations, meaning: the amount of hours left for a project, as calculated by the project status page, might not match up with the actual amount of money left on a project. This discrepancy means that we can no longer use this information when communicating with our clients.
IMO, this problem is due to the fact that harvest doesn’t tie Invoices directly to projects. For example: there’s no way to easily find all invoices against a project, and there’s no way to configure invoice settings on a per-project basis (my invoice setting/defaults vary by project). This missing link is something that is really needed, IMO.
Thanks,
I would like to second this post Jim. These problems all relate to the concept of working to fixed priced projects in Harvest. It sort of works but a few small missing pieces prove pretty frustrating. We book around 3,000 hours per month on Harvest and managing the billing status on around 70 active projects at a time is PAINFULL.
Hi guys, just want to let you know that your concerns are valid and we’re thinking about this problem (unfortunately there isn’t a simple solution…).
Hi Shawn, I’m glad this made it onto your radar. You’re right that the solution won’t be trivial. I think it would require adding support for Purchase Orders, which I’ve mentioned in my post about our company’s professional services workflow. Thanks.
Hey guys, today we just pushed out a big change to Harvest Reports: the Uninvoiced Report. You can learn more about it here.
Along with this update comes a Project Budget Report update. Both reports now take into account Incremental Rounding. Take a look and let us know what you think.
Hi Matthew: Thanks for the update on the support for incremental rounding in the various reports — that’s going to be very helpful. I’ll take a look and see if this addresses all my concerns with using this feature.