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.

Forum powered by Altered Beast
This is the user page for Christopher
Last seen 21 days ago

Christopher

Avatar

Christopher has not yet entered a bio.

Avatar

RE: Scheduling Software Integration? IN: Help!

Unfortunately, there’s no real “scheduling software” that Harvest integrates with — all scheduling components are part of larger Project Management tools, like Basecamp. Others that there are integrations with us include activeCollab and Planscope. You can check them out here! http://www.getharvest.com/add-ons

Avatar

RE: Income report? IN: Help!

Hi Paul — you can run an Invoice Report or a Payments Received report from the Invoices tab by Invoice Status and Client, which should get you the information you’re looking for!

Avatar

RE: Multiple Invoice Templates? IN: Help!

Hi Paul — nothing to announce about invoice templates/multiple invoice profiles at this time.

Avatar

RE: Hide or translate the (Net 30) part of Due date IN: Help!

Unfortunately, no, it’s not possible to translate or hide this section of the invoices. Sorry about that!

Avatar

RE: Searching IN: Help!

Your best bet would be to export a CSV or an Excel file of a time report, and then you’ll be able to use your favorite spreadsheet editing program’s Find… feature.

Avatar

RE: Report showing hours AND expenses IN: Help!

Hey Thomas — since hours and expenses don’t use the same headings, it’s not possible to have them on a single document. Hours and expenses need to be reported upon separately.

Avatar

RE: Client hourly rate IN: Help!

Hey guys — yes, default hourly rates on a per-client basis is something on our feature request list, and i’ll add your vote for this!

Don’t forget to email in your feature requests to support@harvestapp.com in the future.

Avatar

RE: Is there a way to mark up expenses/outside costs? IN: Help!

Hi Dan — no, there’s no way of automatically marking them up. You’ll need to either manually handle it when recording the expenses or when invoicing. That said, mark-ups are something on our feature request list, and I’ll add your vote to us bringing this to Harvest in the future!

Avatar

RE: Can I draw from an unpaid retainer IN: Help!

Hi there! No, it’s not possible to draw from an unpaid — they’ve got to have a balance to be drawn from!

Avatar

RE: Moving Time IN: Feature Requests

You can edit timesheet entries and move them to whatever project/client you need to from the Day view of the TImesheet, so long as the entries aren’t locked!

Avatar

RE: Accountant Access IN: Feature Requests

Hey there — good idea! I’ll add this to our feature request list, thanks!

Avatar

RE: Hourly Rates IN: Feature Requests

Duly noted, thanks David!

Avatar

RE: Expenses IN: Feature Requests

Hey guys — recording of tax on expenses is something on our feature request list. I’ll bump up the +1’s for ya!

Avatar

RE: Add a Client Login IN: Feature Requests

hey there — a client-facing interface is something on our feature request list, and I’ll add your +1 to the request!

Avatar

RE: Xero integration IN: Feature Requests

I’ve gotten your +1’s, guys, thanks!

Avatar

RE: "Person Daily Rate" Option on Project Invoice Method IN: Feature Requests

Hey guys, just a heads up — you can sort of get this functionality by using expense categories. Simply set up a category for each rate, record it as a unit price, and then you can enter the number of days in the Expenses section of the timesheet, and Harvest will then record the total billable amount for your clients, and you’ll be good to invoice. Not ideal, but it might work for some of you!

Avatar

RE: Manage use question IN: Help!

No, there’s no feature for employee’s schedules. However, I could imagine you could probably export your timesheets to a CSV or Excel file and compare against a master list fairly easily!

Avatar

RE: Client dropdown on timesheets IN: Feature Requests

hey there — we’re definitely aware that those dropdowns can get a little cumbersome. Thanks for the feedback, we’re hoping to improve on this in the future.

Avatar

RE: Customizable Invoices IN: Feature Requests

Hey guys, sorry for the radio silence on this one. Customizations w/r/t invoices is actually something that we’re taking a good, long, hard look at in the coming months, and we hope to bring something along these lines to Harvest soon!

woo-hoo!

Avatar

RE: Recurring invoices that pull in time IN: Feature Requests

hey there — bumped the request for you. Thanks!

Avatar

RE: Hourly Rates IN: Feature Requests

hey guys, thanks for the feedback! Adding your +1’s to our notes.

Avatar

RE: Project Tasks IN: Feature Requests

Hey there — perhaps a more general approach to tasks might work a little better for you. The reason we have a notes field for each timesheet entry is so you can record specific notes, describing specific work being done, or any project-centric details.

Avatar

RE: Unable to logon: Object doesn't support this property or method IN: Help!

Odd! Could you please drop us a line at support@harvestapp.com? We’ll be able to help figure out what’s going on!

Avatar

RE: Expense Handling IN: Feature Requests

Hey, thanks for the feedback, guys. We’ll keep you in the loop if we have anything to announce about this!

Avatar

RE: Invoice and Estimate Category sync IN: Feature Requests

Duly noted, thanks guys!

Avatar

RE: I'd like: to be able to do more work on the same day I invoice IN: Feature Requests

Hey there — if you’re doing your invoicing in the morning, you might just want to invoice for all time up to the previous day. That way, you can go ahead with your day’s work!

Avatar
Avatar

RE: I'd like: To be able to include non-billable items in invoices IN: Feature Requests

Yep! That’s how you do it! Alternatively, you could email your clients a detailed time report, showing them how you spent your time.

Avatar
Avatar

RE: How to sort client list by surname IN: Help!

Hey there — the client names are a single field, so if you’d like to sort them by last name, you’ll need to enter them as Lastname, Firstname.

Avatar

RE: End date for Recurring Invoices IN: Help!

Hi Mark – this is actually something that isn’t possible in Harvest at the moment, but it’s on our feature request list, so I’ll add your name to the list of folks who’ve asked for it!

Avatar

RE: Recurring Invoices IN: Help!

hey there — there’s no way of generating it sooner than its scheduled time, but you can certainly record the payment before sending it, so long as you have the invoice set to generate as a draft instead of automatically sending.

Avatar

RE: Detailed notes via Weekly View IN: Feature Requests

+1’d for you guys!

Avatar

RE: People enhancements IN: Feature Requests

Hey there — these are definitely both on our feature request list. +1’d!

Avatar
Avatar

RE: When are you going to solve project management? IN: Feature Requests

Yeah, I can definitely see where you guys are coming from. Thanks a ton for the feedback.

It’s certainly something to think about, but even “simple” project management features can take a ton of time and energy to develop. Part of “the harvest way” is to make sure whatever we release is up to the standard that we hold ourselves to, which is pretty darn high. We’ll definitely keep you guys in the loop, though, if we ever try to take this on. :-)

Avatar

RE: Custom Fields IN: Feature Requests

Well, custom fields are something on our feature request list — I’ll add your vote for this feature!

Avatar

RE: Multi-currency support in the Dashboard IN: Feature Requests

Added your comments to our notes, thanks!

Avatar

RE: Create Project with Tasks from Estimate Line Items IN: Feature Requests

hey flogstad — unfortunately we don’t release timeframes until a feature is in development. We don’t have any estimate on when we might be bringing this to Harvest.

Avatar

RE: Custom Fields IN: Feature Requests

You might want to check this out:

http://www.getharvest.com/blog/2010/10/akacrm-a...

A company called akaCRM released an integration between Harvest and SalesForce that might be exactly what you’re looking for!

Avatar
Avatar

RE: Invoice methods IN: Help!

hey there — in cases like this, than yes, the only way to invoice for that time is to create a free-form invoice for the amount in question. Just have to copy the numbers from one screen to the other!

Avatar

RE: Change of Address IN: Help!

Glad you got it sorted! :-)

Avatar

RE: Expenses and tax IN: Help!

Thanks for the feedback, +1’d!

Avatar

RE: Sending late reminders automatically IN: Help!

It’s a one-time reminder X number of days past the invoice’s due date.

Avatar

RE: Tracking hours for flat fee project IN: Help!

Jordan — Jon was referring to keeping a record of progress towards a budget using either an hourly rate or an hours budget. Not necessarily what you’re looking for.

Another workaround would be to simply track the fixed-fee sections of a project (or a project as a whole) as an Expense. That way, you can still create your invoice based on tracked expenses, yet still track you and your employees’ time (without an hourly rate, obviously.)

Hope this helps!

Avatar

RE: Search the Forum...doesn't! IN: Help!

Very odd! We’ll have a look into this to see what’s going on. Thanks for the heads up!

Avatar

RE: No option for automatic payments? IN: Help!

No ETA to speak of — nothing to announce at this time.

Avatar

RE: Recurring Invoice IN: Help!

Hi Rodney — the available variables are listed in the Messages section of the Invoices > Configure page in Harvest. Unfortunately, month isn’t one of them! Thanks for letting us know you’d like to have that variable available, though. I’ll add it to our feature request list.

Avatar

RE: Write off Part of an Invoice IN: Help!

Hey guys — you totally can! Simply receive payment for whatever portion of the invoice, and then choose to write off the remainder. That’s it!

Avatar

RE: Report - Project Top Level IN: Help!

Hi Ross, have you checked out the Time Reports? Those should give the overview that you’re looking for!

Avatar

RE: Textile formatting and/or HTML in invoices and messages? IN: Help!

Hi David — bold and italic text formatting are supported in invoices, with standard textile syntax. We don’t support any code in Harvest (html or otherwise) in the interest of security.

The listed variables are the only available ones — what else would you like to see?

Avatar

RE: Project budget per month? IN: Help!

+1’d, Leah, thanks for the feedback!

Avatar

RE: Payments for Multiple Invoices IN: Feature Requests

Thanks for the feedback, guys. I’ve +1’d you all on the feature request for this one.

Avatar

RE: Harvest on BlackBerry IN: Feature Requests

Sorry guys, nothing to announce. That said, if we do have something to say, you all will be the first to know!

Avatar

RE: Tasks to include both Code & Description fields IN: Feature Requests

Interesting. I don’t know if/when we’d add something of this nature, but it definitely gives us something to think about. Thanks for taking the time to explain what you’re looking for!

Avatar

RE: Entering payments IN: Feature Requests

That’s a great call, guys. I can see how that’d speed things up a bit. Recorded, and hopefully we’ll bring something like this to Harvest in the future!

Avatar

RE: Expenses IN: Feature Requests

Hey there — The expenses section is more designed for tracking expenses that you incur over the course of a project. That is, for supplies and for flat-rate services that you’ll be billing your clients for. There is a Notes field that will allow you to include any details you need to. Does that help clear things up?

Being able to record a separate tax amount for expenses is, however, something on our feature request list, and I’ll add your +1 to our list!

Avatar

RE: Cleartext Passwords in Forum Verification IN: Feature Requests

Hey Leah, definitely a valid concern. Thanks for the feedback! Hopefully we’ll get that sorted soon.

Avatar
Avatar

RE: Minimum Daily Time IN: Feature Requests

Both of your +1’s for this have been noted, thanks guys!

Avatar

RE: Detailed notes via Weekly View IN: Feature Requests

Yep, this is on our feature request list. I’ll +1 it for ya!

Avatar

RE: Default task for different users IN: Feature Requests

Hey, thanks for the feedback! I’ll record this feature request.

Avatar

RE: Xero integration IN: Feature Requests

We don’t release timelines for upcoming features, but I can say that this is something we’re actively thinking about and something we hope to bring to Harvest in the not-too-distant future.

Avatar
Avatar

RE: Client Access to See Invoices IN: Feature Requests

Hey guys — We don’t have a client-facing Harvest interface, but every invoice in Harvest has a corresponding Web Invoice that your clients can view and through which they can make payments using PayPal or one of our supported gateways.

That said, a client-facing side of Harvest is something that’s on our feature request list, so I’ll add your votes to this!

Avatar

RE: iPhone app is adding one hour to each task IN: Help!

Also, version 1.4 of our iPhone app was released today. Everyone should hop on over to the app store and update!

Avatar

RE: Search Notes = Amazing IN: Feature Requests

Hey guys — thanks for the feedback. This is something on our feature request list, and I’ve added all of your votes to it.

Avatar

RE: Android app stopped syncing expenses IN: Help!

Not to worry, guys, we’re going to get this fixed up. Sorry for the trouble you’re having!

Avatar

RE: Tasks to include both Code & Description fields IN: Feature Requests

Hey David — could you just include the task description in the task name?

Avatar

RE: Sticky project and category when entering expenses in Android app IN: Feature Requests

Hi Karl — that’s an awesome idea. I’ll add it to our feature request list, and put your comments in our notes!

Avatar

RE: Detailed report header translation IN: Feature Requests

Yves — perhaps your best bet would be to export your reports as either a CSV or Excel file, and then format and translate what you need to? That way, you can simply copy-and-paste the formatting and headers for future reports.

Avatar

RE: Tasks with $0 rate show as $$ for Person on Reports IN: Feature Requests

Hi there! I’m pretty sure I follow — you can determine rates for a project either by an overall project rate, or by rates for each individual task . Perhaps it’d be easier to simply mark a task that you don’t want to bill for as nonbillable, while keeping the overall project rate?

Avatar

RE: From Budget hours to Estimate IN: Feature Requests

Hi Christoffer. No, unfortunately, there’s no way of taking information from a Project and converting it to an estimate. That said, this is something on our feature request list, and I’ll add your vote for this feature!

Avatar

RE: workforce planning possible? IN: Feature Requests

Hey shyamh, nothing to announce on this front, and we don’t release timelines for future features. Sorry about that!

Avatar

RE: Initials as a People field and option to show initials instead of full name IN: Feature Requests

Interesting idea, I could see how that might streamline things. Thanks for the feedback!

Avatar

RE: Recurring Expenses IN: Feature Requests

Hey, this is definitely something on our radar screen. Thanks for the feedback!

Avatar

RE: Differentiating expense reports & timesheets IN: Feature Requests

Hi there – I think this is just a semantics thing: A timesheet in Harvest has two components – tracked time and expenses. They’re submitted and approved together. Hope this helps!

Avatar

RE: Enhance Rounded Time IN: Feature Requests

Hey there — thanks for the feedback. The reason Harvest behaves this way is to show users specific, unaltered time for themselves and their employee on the detailed time reports and timesheets, and then invoice based on rounded values. That said, I can definitely see your point. If you’re getting your clients to sign off on your time, you certainly don’t want to present them with fewer hours than you’re going to be billing them! Your best bet is to use the Excel/CSV export. Those, by the way, aren’t meant to be finished products. They’re simply there to get the information out of Harvest and allow you to format them in whatever way you want.

Avatar

RE: Invoice Summary excl. taxes IN: Feature Requests

Thanks for the feedback, guys! Added to our feature request list.

Avatar

RE: show only clients with a balance on uninvoiced report IN: Feature Requests

Hi there — thanks for the feedback! I’ll add this to our notes.

Avatar

RE: Invoice date IN: Feature Requests

Hey brad, good point. This is something on our feature request list, and I’ll add your comments to our notes. Thanks!

Avatar

RE: Not possible to create more than 1 retainer per client? IN: Help!

Hey there – there are two methods for creating retainers for an individual client in Harvest. A client can have a single retainer that applies to all projects, or it can have retainers on a per project basis — that is, one retainer for Project A, one retainer for Project B, etc. Each kind of retainer, once opened, can be replenished by creating a new retainer invoice from that retainer’s page, or can be closed, once the balance is drawn down to zero. Hope this helps!

Avatar

RE: How do I get live hyperlinks into my Estimates and default Messages IN: Help!

Hi there — for security concerns, we don’t allow for user determined hyperlinks in Harvest. Sorry about that!

Avatar

RE: "Clients" and "Client Contacts" Seem Redundant for Individual Clients IN: Help!

Hey there, no, there’s no way of doing this at the moment. You’ll simply need to enter the client’s name in both places.

Avatar

RE: Search option - tasks & projects IN: Help!

Because we don’t want to mislead or disappoint our users about forthcoming features until they are in active development, we don’t provide timeframes for features that are in the “under consideration” stage. Until we have it in active development, we can’t provide any more details on when we expect to have this available.

Avatar

RE: Rename the Tax column IN: Feature Requests

Hi there — you can totally change the Tax field to read VAT on your invoices. Just head over to the Invoices > Configure page and click on the Translations button. You can customize every field there!

Avatar

RE: Sticky Tasks IN: Feature Requests

Have you checked out our timesheet duplication feature? Sounds like that’s what you’re looking for!

http://www.getharvest.com/help/timesheets/manag...

Avatar

RE: Auto email follow up on Estimates IN: Feature Requests

Interesting idea! I could definitely see how this could be helpful — we’ll take it under consideration!

Avatar

RE: Invoices - Attach Documentation IN: Feature Requests

Hey James – Don’t worry, we keep track of all the plus-one’s in an internal database. We’ve got them all in one place. :)

Scott – we don’t announce any features until they’re in active development. More info on how feature requests are handled is available here: http://www.getharvest.com/blog/2011/02/how-we-h...

Avatar

RE: Stealth Mode for On-Client-Site Harvest Usage IN: Feature Requests

Interesting idea — what you can do currently is simply go to http://YOURSECURESITE.harvestapp.com/daily to directly access your timesheet after logging in. No dashboard view!

Avatar

RE: Detailed over prior to submitting a timesheet IN: Help!

Hi Arthur – unfortunately, we don’t announce timelines for upcoming features until they’re in active development. Sorry!

Avatar

RE: Mass Edit Timesheet Tasks IN: Help!

No, unfortunately, there’s no way of bulk-editing timesheets at the moment. Thanks for the suggestion, though. It’s something on our feature request list, and I’ll add your comments to our notes!

Avatar

RE: Pay Online if Invoice is Under a Certain $ Amount IN: Help!

Perhaps it’s possible that you may have included the invoice_url variable somewhere in the subject or body of the message you sent?

Avatar

RE: Harvest on BlackBerry IN: Feature Requests

Nothing to announce at this time in regards to BB, unfortunately. Sorry about that!

Avatar
Avatar

RE: Internal cost vs invoiced. IN: Feature Requests

Hey pedro! +1 recorded!

Avatar

RE: Full multi-currency support IN: Feature Requests

Hey Dominic, thanks for getting in touch. Full multiple currency support is something that would definitely be a great feature to have, but unfortunately, it’s not something that will be added to Harvest at any point in the near future. Sorry about that!

Avatar

RE: Custom Invoices - Option to Merge multiple time entries on single day IN: Feature Requests

Duly noted! This is something on our feature request list, and I’m adding your comments to our notes.

Avatar

RE: No option for automatic payments? IN: Help!

Hi Plato – yes, your clients will need to pay each invoice manually. That said, recurring payments via payment gateway is something on our requested feature list, and I’ve added your vote for this one.

Avatar

RE: Invoice and Estimate Category sync IN: Feature Requests

Thanks for the feedback — I’ve added this to our list!

Avatar

RE: Axosoft Ontime integration IN: Feature Requests

hi there — haven’t seen that one before, but we’ll take a look! Thanks for the tip.

Avatar

RE: Harvest iOS app time zone problem? IN: Feature Requests

Hi there — the Harvest iOS app should respect whatever time zone is set in your Harvest account. Is that not the case?

And I’ll definitely add your vote for that feature request!

Avatar

RE: Is it possible to track overtime / rates for evening & weekends IN: Feature Requests

Harvest doesn’t allow for overtime tracking at the moment, unfortunately. Your best bet for this is to create secondary tasks for tracking time to when working during these hours w/ the appropriate higher billing rates. That said, overtime tracking is something on our requested feature list, and I’ll add your vote to this one!

Avatar

RE: Invoice printing Layout IN: Feature Requests

hi there — your best bet is to generate a PDF from the printed version. Some operating systems will allow you to generate a PDF directly from the print dialog. Otherwise, you can probably install a plug-in that will allow for this. Let me know if you need any more help!

Avatar

RE: Type in timesheets to find the right project IN: Feature Requests

Hi there – improved keyboard controls on timesheets is something on our requested feature list, so I’ll add your vote for this feature!

Avatar

RE: Regroup smaller tasks in a "group" tasks IN: Feature Requests

Definitely! I only meant the task filters as a bit of a workaround. I’ve recorded your comment into our notes. :)

Avatar

RE: Client view, reports, or login IN: Feature Requests

Hi there – we don’t have a client log-in feature at this time, but thanks for letting us know it’s something you’d like to see! I’ll add your vote to our notes.

Avatar

RE: Invoice Report - more filters IN: Feature Requests

Good idea, guys! Hopefully, we’ll be adding this in the future. :) I’ve added plus ones for the both of you for this, although @lonehorseend, you can filter Invoice Reports by client already!

Avatar

RE: Regroup smaller tasks in a "group" tasks IN: Feature Requests

hey samuel, interesting idea! You also can pretty well simulate this with the Detailed Time Reports by using multiple Tasks filters to get the group of tasks you’re looking for.

Avatar

RE: Ever free for home use? IN: Feature Requests

You might want to check out a tool we’ve created called Gardener: http://gardenerapp.getharvest.com/

Let us know what you think!

Avatar

RE: Net values IN: Feature Requests

Hi henning, this probably isn’t something we’re going to add into Harvest anytime soon, but thanks for letting us know you’re interested in seeing it. This sort of thing is better handled with things that are a little more accounting oriented than we are. That said — why would clients see invoices that reflect a net value? Isn’t what you’re billing your clients, by definition, your gross income?

Avatar

RE: Project budget per month? IN: Help!

I am, in fact, going to tell you to set up each month as a separate project :)

The good news is that it’s dirt simple to do — just click the Duplicate button next to the project’s name, rename it, archive the old one, and you’re off to the races!

That said, recurring time-based budgets are something on our requested feature list and I’ll add your vote!

Avatar

RE: How to know it an estimate has been invoiced and how IN: Feature Requests

Hey, this is definitely on our radar and we hope to come up with a good solution for this in the future. I’ve added your comments to our notes — thanks for the feedback!

Avatar

RE: Client Code (as in Project Code) IN: Feature Requests

Hey ben – I’ve added your comments to our notes. Thanks for the feedback!

Avatar

RE: Estimate to Project IN: Feature Requests

Hey guys, this is on our feature request list — I’ll add your comments to our notes and +1’s to the votes!

Avatar

RE: When are you going to solve project management? IN: Feature Requests

Well, unfortunately, we don’t have any plans to throw our hat in to the ring in this market at this time, but thanks for thinking of us. And thanks for the faith in “the Harvest way.” :)

Avatar

RE: Bulk Invoice Update IN: Feature Requests

Hi there – this is definitely something we’re aware of and that we hope to remedy in the future. Thanks for letting us know this is something you’d like to see!

Avatar

RE: Ever free for home use? IN: Feature Requests

Hi t3chn0x – We do have a free plan that allows for 2 active projects and 4 active clients, with some other slight limitations. Would that meet your needs?

Avatar

RE: Help a new user with deposit issues IN: Help!

Hi Plato – couple of ways of doing this. If you’re generating your final invoice based on project hours and expenses, retainers are the best way to go. Workflow’s like this:

  • Send estimate
  • Estimate accepted
  • Generate & send retainer invoice (note: if they’ve already sent you the money, you can skip the ‘send’ part of this step.)
  • Get money, mark retainer invoice as paid
  • Do work
  • Generate invoice based on tracked time and expenses
  • Apply retainer balance to invoice
  • Send final invoice to your client
  • Get the rest of your money
  • Be happy

Otherwise, if you’re not generating your invoices based on tracked time and expenses, and you’re working on flat fee projects, you can simply use standard, free-form invoices, using a negative-value line-item to reflect previous payments.

Hope this helps!

Avatar

RE: remove Harvest link from invoice IN: Help!

Hi Sheri — that link only appears on invoices generated with our Free plan. No branding whatsoever on the paid accounts!

Avatar

RE: Invoices - Attach Documentation IN: Feature Requests

Hey James, thanks for the suggestion! This is something on our feature request list, so I’ve added your name, comments, and a plus one to our notes!

Avatar
Avatar

RE: invoice language IN: Feature Requests

hey there! Multiple invoice translations is something that’s definitely on our feature request list, I’ll add your name and a plus one to the folks who are looking for this. The previous thread is here: http://forum.getharvest.com/forums/help/topics/...

Avatar

RE: Show sum of hours in an estimate IN: Feature Requests

Good point! I’ll add this to our feature request notes, thanks for the feedback!

Avatar
Avatar
Avatar

RE: I need "Assignable Tasks" or "Bill by Person Task Hourly Rate" IN: Feature Requests

Hi Jim, this is actually something on our feature request list already, so I’ll add your comments to our notes! Thanks for the feedback.

Avatar

RE: Seperate field for VAT number IN: Help!

Hi there – the address field is what will appear in the To: address block on your invoices, so you can put in whatever info you need. You can include a VAT number, or any other client-specific information you may need, here.

Avatar

RE: Invoice Templates IN: Feature Requests

Hi there — more versatile invoice layouts/templates is something that’s on our Feature Request list, and something we’re hoping to take a serious look at soon. Thanks for the feedback, I’ll add your comments to our notes!

Avatar

RE: TripIt Integration IN: Feature Requests

Interesting idea! How would you envision it working?

Avatar

RE: automatically generate project code? IN: Help!

Hi Carrie! Whenever you create a new project, Harvest will tell you what the most recently used project code overall was, as well as the previously used project code for that client. Unfortunately, we don’t have any way of automatically generating random project codes. Sorry about that!

Avatar

RE: contractor vs. employee IN: Help!

Contractors can’t be administrators of a Harvest account, and therefore, no administrator can be classified as a contractor, which is why those buttons aren’t there.

Avatar

RE: deleting dummy entry IN: Help!

Hi There! To delete an entry that’s been archived, you’ll need to unarchive whatever portion of that project has been archived to make it editable once again. Usually, either the entire project has been archived, or simply the Admin task for the Internal project has been archived. You can check on both of these things from the Manage > Projects page. If the project isn’t on the list, the whole thing has been archived. If it is, click on it to view its settings, and click the small arrow with a circle in it to unarchive the task on the project level, and then the entry will be deletable!

Avatar

RE: Harvest timesheet timer not selecting client/task on iPad IN: Help!

That’s strange! Things are working OK on my front with timers on iPad. What version of iOS are you running?

Avatar

RE: Harvest timesheet timer not selecting client/task on iPad IN: Help!

Hi @firebits – what issues are you having specifically using safari on iPad with harvest? Most things should work fine, with some double-taps needed on iOS where a single click works on a computer…

Avatar

RE: Retainers and VAT IN: Help!

Well, I’m certainly not familiar with the way VAT is collected, so I’ll defer to any other UK users on the forum! Or, better yet, can you or your accountant come up with an ideal Retainer Invoice that would meet your needs, so we know how we can improve Harvest in the future?

Avatar

RE: Project Due Date IN: Help!

Hia — Harvest doesn’t support any sort of scheduling or calendaring for projects, but thanks for the feedback! Hopefully, this is something we’ll add in the future.

Avatar

RE: Import Tasks from Excel IN: Help!

Unfortunately, it’s not possible to import Tasks into Harvest at this time. Sorry for the inconvenience!

Avatar

RE: Invoice Format IN: Help!

Sure! shoot me an email at support@harvestapp.com and I can take care of it for you.

Avatar

RE: W-9 Attachments IN: Help!

Hia! Attachments to invoices is something that’s on our requested feature list, and I’ll add your comments to our notes. However, any invoice you send from Harvest should arrive in your client’s inbox sent from whatever email address you use as your Harvest account, so consistency shouldn’t be a problem. That said, attachments to invoices would certainly be a great solution, thanks for the feedback!

Avatar

RE: Retainers and VAT IN: Help!

Hi Dan! Being that retainers are not a payment for a good or service — they’re simply a way of pre-paying for future work to be done — do you need to collect VAT on them?

Avatar

RE: amount owed overview IN: Help!

Hia! I’ll record this as a feature request. We’re working on a revamp of the reports section at this very moment, so stay tuned!

Avatar

RE: Creating Invoices based on Projects IN: Help!

Hi Michael, you definitely can create invoices based on projects! When you track time and expenses in Harvest, you can generate invoices based on that information, and then sync them to Quickbooks Online using Syncr (https://www.syncrhq.com/)

Avatar

RE: Estimate > Project > Invoice integration IN: Help!

Heath: Unfortunately, we don’t release timelines or announce features until they’re in active development. Sorry! We do hear you, though. We’ve got a bunch of great new features coming up soon, so stay tuned!

Avatar

RE: "All time" detailed time report range? IN: Help!

Jordan: you should be able to get a report for all time by doing what you describe — I’m curious as to why you’re not getting a full report. If it still isn’t working, could you drop us a line at support@harvestapp.com so we can suss out what’s going on?

Avatar

RE: iPhone App is Buggy IN: Help!

Try having them delete and reinstall the app. If problems persist, have them shoot us an email at support@harvestapp.com and we’ll figure out what’s going on!

Avatar

RE: Show Time Budgets to Contractor IN: Help!

Hey ben! When viewing a project’s settings, just make sure that the Show Budget Report to All Employees and Contractors and then they’ll be able to check the budget from their Reports tab!

Avatar

RE: iPhone App is Buggy IN: Help!

Hi there! What troubles are they having?

Avatar

RE: Can't delete timesheet entry if task is deleted IN: Help!

FYI, when you unarchive a task, it needs to be unarchived on the project level as well to make timesheet entries editable!

Avatar

RE: Employee Has Left - How Do We Keep Her Hours? IN: Help!

All you need to do is Archive them from the Manage > People screen. All of an archived user’s data is preserved in your account, and they do not count towards your active user total!

Avatar

RE: More then one language IN: Help!

Hi Mads – unfortunately, it’s not possible to store multiple translations for our invoices. This is something on our feature request list, though, so I’ll add your name to the list of folks who are looking for this!

Avatar

RE: Billing in 1-minute increments IN: Help!

If you need to quickly convert minutes into hours when creating a free-form invoice, I suggest using google! Try typing “45 minutes into hours” in google, the first result is the number you’re looking for!

Avatar

RE: Invoices - Is There a Way to Save the Settings? IN: Help!

Hey there! Unfortunately, there’s no way of saving invoice settings at this time, but thanks for letting us know it’s something you’d like to see in Harvest! It’s something that’s on our requested feature list, and I’ll addd your comments to our notes!

Avatar

RE: How to use "Timesheets" in an business that offers services (IT support) IN: Help!

Hi irahim! Harvest will allow you and your employees to track your time on-the-go, eliminating the entire end-of-month process you describe! Check out the first two sections of our Getting Started guide here, I think they’ll really help! http://www.getharvest.com/help/getting-started/

Avatar

RE: Billing in 1-minute increments IN: Help!

Hia! All Harvest invoices are in decimal time as opposed to HH:MM time. Therefore, .01 is 1 one-hundreth of an hour, rather than one minute. That’s where the $.35 comes from – it’s 35 cents for .01 hour, or 58 cents per minute!

Avatar

RE: Make "ID" Column Wider in Invoices >> Overview IN: Feature Requests

Jim, good call! I’ve added this to our feature request list! Appreciate the feedback! :)

Avatar

RE: Need an easy way to email project team members IN: Feature Requests

Jim, thanks for the feedback! I could definitely see how that could be helpful – a Harvest Communication Hub, of sorts! I’ve added this to our requested feature list.

Avatar

RE: New Clients & Projects not searchable in Manage Projects IN: Help!

Jim – You’re right! Thanks for the heads-up! We’ll have a look at this and hopefully get it straightened out soon!

Avatar
Avatar

RE: Accepting Estimates IN: Feature Requests

Thanks for the feedback, Brent. The ability to see who’s accepted an Estimate is definitely something on our feature request list, and I’m adding your name to the list of people who are looking for it!

Avatar

RE: Recurring Expenses IN: Feature Requests

Thanks for the feedback, guys! Added your comments to our notes.

Avatar

RE: upcoming reminder IN: Feature Requests

Great idea, guys! Thanks for the feedback, I’ve added this to our Feature Request list!

Avatar

RE: Automatically updated late fees IN: Feature Requests

Duly noted, thanks for the feedback, guys!

Avatar

RE: Automated recurring billing (via Credit Card) IN: Feature Requests

Hey Trevor,

Thanks for the feedback! We’re definitely hoping to expand the functionality of our online payments in the future, and thanks for the feedback! I’ve copied your comments into our notes!

Avatar

RE: Create Project with Tasks from Estimate Line Items IN: Feature Requests

Duly noted, guys. You’re on the list! :)

Avatar

RE: Report on Invoices by Project IN: Feature Requests

Heh, well, either way, I’ve got this recorded in our notes. I’ll leave the nitty gritty details to our developers. :D Thanks for the feedback, Jim!

Avatar

RE: Invoice Report Exports Should Show Net Terms IN: Feature Requests

Jim – we’re definitely taking a serious look at ways we can improve reporting. I’m recording your comments in our notes! Thanks!

Avatar

RE: Xero integration IN: Feature Requests

This is definitely something we’ve been hearing more and more, thanks for the feedback, guys!

Avatar

RE: Custom Color Scheme Values in Account Preferences IN: Feature Requests

Jim, thanks for the feedback! I’ve added this to our feature request list

Avatar

RE: Invoice Round up to IN: Feature Requests

Hey, thanks for the feedback! More robust Rounding support is something on our Requested Feature list and I’ve added your comments to our notes.

Avatar

RE: Snap Shot of Client Time for All Clients? IN: Help!

Sure! Click on the client’s name from that page. You’ll get the hours broken down by Projects, People, and Tasks, with a totaling of the hours below each. Also, in the header of the report. :)

Avatar

RE: Remove tasks? IN: Help!

Hey Jake! To delete a task, you just need to go to Manage > Tasks and click the Edit button. Then, click the small trash-can icon to get rid of it!

Avatar

RE: Basecamp Tasks/Time IN: Feature Requests

Actually, the basecamp integration is limited to users, clients, and projects on account of the fact that Basecamp’s time entries are tied to granular “to-do’s” while Harvest’s are associated to more general Tasks. Two different ways of looking at the world, I guess. :)

Avatar

RE: workforce planning possible? IN: Feature Requests

Jim, thanks for the feedback! I’ll include your comments in our feature request notes!

Avatar

RE: presales question IN: Help!

Hia — Harvest does not support internal rates at this time, and thusly, will not be able to take care of those three items. Sorry! However, it’s definitely something on our feature request list and hopefully will be something added to Harvest in the future.

Avatar

RE: Report on Invoices by Project IN: Feature Requests

Interesting thought. It could get murky fairly quickly, though, because invoices and projects aren’t tied to each other. That is, there could be several projects incorporated into one invoice. Something to definitely think about, though. Thanks for the feedback!

Avatar

RE: Add More Payment Gateways IN: Feature Requests

duly noted! Thanks for the feedback!

Avatar

RE: Unsubmitted timesheets visible for project managers IN: Feature Requests

Actually, Project Managers and Administrators have the ability to approve timesheets, but only the latter can see unsubmitted time. Project managers can, however, run reports on their projects that include all time entries — submitted or unsubmitted.

Avatar

RE: workforce planning possible? IN: Feature Requests

Interesting thought! Are you guys thinking of this in terms of calendaring (that is, "I’m available from noon until 5 on Tuesday) or in less specific terms (that is, “I’ve got 5 hours available this week for this?”)

Avatar

RE: Export invoices to csv IN: Feature Requests

Thanks for the feedback! I’ll add this to our feature request list!

Avatar

RE: feature request "time-punch machine" / "attendance recorder" IN: Feature Requests

Hi there! Thanks for the suggestion – this is something on our requested feature list and I’ll add your comments to our notes!

Avatar

RE: can't find paypal checkbox when setting up invoice IN: Help!

It sure does! The online payment integration works the same for standard and recurring invoices. n.b., recurring invoices will not create recurring payments — customers will need to manually pay each invoice after it’s sent to them.

Avatar

RE: Emailing Reports IN: Help!

Unfortunately, it’s not possible at this time, but I’ll record it as a feature request! Thanks!

Avatar

RE: Notes line on invoices always on second page...? IN: Help!

Thanks for the feedback, guys. Although I can’t give any specific information out, I can say that Skull and Bones is definitely NOT involved in the white space. Nope. No sir-ee. Not involved one bit.

In all seriousness, we’re looking into this, and it should be resolved when we update the PDF’s to the new, better looking invoice layout, if not sooner.

Avatar

RE: Remind to stop IN: Help!

Hey there…being able to customize your running timers is something on our requested feature list, thanks for letting us know you’re interested!

Avatar

RE: Snap Shot of Client Time for All Clients? IN: Help!

You can go to Reports > Time and choose a timeframe to get an overview of work done for each client and the total number of hours worked. All on the same page, all very simple!

Avatar

RE: Run multiple timers at once IN: Feature Requests

Thanks for the feedback! The current timer behavior is by design, to prevent needless complexity. It is possible to enter multiple concurrent time entries manually. However, thanks for the feedback! Nothing is set in stone, after all…

Avatar

RE: Ability to define tax rate per client. IN: Feature Requests

thanks for the feedback! This is actually on our requested feature list already, but I’ll add you comments in to our notes!

Avatar

RE: Ability to hide quantity and unit price in estimates/invoices IN: Feature Requests

as a matter of fact, you CAN add expenses to Estimates! Simply change the Type from Service to Product.

We’re also aware that improved support for flat-fee line items — that is, tasks that aren’t billed against time — is something that would be a welcome addition to Harvest.

But, in the meantime, you’ve already sorted the best way of dealing with that sort of thing – quantity of one, and the cost for the task in the unit price field.

Avatar

RE: Timesheets: project list searching IN: Feature Requests

Duly noted! We’re definitely aware of the fact that things can get a little cumbersome for users. Better management of projects is something we’re looking at. Thanks for the feedback!

Avatar

RE: When deleting/editing a time entry line item from an invoice, it should warn that the time entry will not be deleted IN: Feature Requests

Hey Jim,

Harvest doesn’t delete any data unless the user explicitly tells it to — time records are very valuable and therefore, it can be assumed that unless you get a warning otherwise, Harvest will keep your information around!

Avatar

RE: Sub-Projects IN: Feature Requests

Hi Jim! This is something that’s already on our feature request list, so I’ll add your name to the list of people who have requested it!

Avatar

RE: Paypal Payment Page IN: Help!

Hi Rick,

Which type of PayPal account are you using: PayPal Business Payments or PayPal Standard? As a little background, PayPal recently changed their formatting for this stuff and we’re looking into what we can do in regards to it.

Avatar

RE: More formatting in invoice notes field IN: Help!

That’s a great suggestion – I’ll add this to our feature request list! Thanks!

Avatar

RE: Customer Portal: READ ONLY access/ login for Customers IN: Feature Requests

Joe,

Thanks for the feedback! A client-facing side of Harvest is something we’re actively thinking about. I’ll add your comments to our notes. We appreciate it!

Avatar

RE: Generate an invoice from detailed time report IN: Feature Requests

That’s a great idea! Thanks for your feedback, I’m adding it to our feature request list!

Avatar

RE: Tracking Company Expenses for Tax Purposes IN: Feature Requests

Hi koalition! For dealing with expenses like this, we recommend keeping an internal, nonbillable project that you can associate them with. That way, it tracks everything in the same category, which will make it easy to run reports on them when the taxman comes knocking!

Avatar

RE: Simple Project Managment IN: Feature Requests

MJ -

Great point – this is something we’ve heard a number of times and I’m adding your comments to our feature request notes!

Avatar

RE: Vacation TIme/Days Off Tracking IN: Feature Requests

Hey MJ,

We definitely know this is something a lot of people are looking for. At the moment, the best way of tracking these sorts of things is to create internal projects that your employees can track their vacation and sick days to. Thanks for the feedback!

Avatar

RE: Allow expenses to be switched on and off per project IN: Feature Requests

That’s a great point, Kjeld. I’m adding your notes to our requested feature list!

Avatar

RE: Highrise: Sync clients and contacts by tag IN: Feature Requests

Well, this is why this forum exists – we’re always looking to improve Harvest, and we think hearing from you guys is the best way of figuring out how to do that!

Avatar

RE: Time by person not client IN: Help!

Hamish – we don’t currently support viewing an individual’s total revenue, but it’s something on our requested feature list and I’m adding your comments to our notes!

Avatar

RE: Highrise: Sync clients and contacts by tag IN: Feature Requests

Tags are definitely something on our feature request list – I’ll add your comments to our notes!

Avatar
Avatar

RE: Tasks by Project Type IN: Feature Requests

One way of doing this would be to keep a default Valuation project with all the appropriate tasks assigned to it, and a default M&A project. Then, when creating new projects, simply make a copy of the default projects and fine tune any details that need editing!

Avatar

RE: Can I move time between projects? IN: Help!

Unfortunately, there’s no way of bulk-editing multiple erroneous entries at this time. This is something that I’ll add to our feature request list and hopefully, it will appear in Harvest in the future!

Avatar

RE: Recently Active Projects on Dashboard IN: Help!

Hey guys! The Recently Active Projects are projects that have recently active time applied against a budget. However, as you’ve noticed, the Dashboard is an area that could use some improvement and it’s something we’re actively thinking about. We’d love to hear your thoughts on how a new and improved dashboard would look and act!

Avatar

RE: Forum issue IN: Help!

Good call, we’re looking into this!

Also, here’s a link to a third-party Android app that was recently released: http://nautilusapps.com/harvester.html

And finally – we have an official Harvest Android app in active development! Stay tuned!

Avatar

RE: 2 factor authentication IN: Feature Requests

Hi Chris,

I’ve added this to our feature request list!

Avatar

RE: Option for Sunday as the first day of the week! IN: Feature Requests

Hamish — different industries and different countries operate with different work weeks. For instance, I once worked at a special events company and since the lion’s share of the work took place Thursday through Sunday, the work week started on Thursday and ended Wednesday. Different companies have different needs.

Avatar

RE: Billable AND non Billable on same detailed time report with identification IN: Feature Requests

Noted and recorded, of course. :)

Your additional comments are a bit confusing — how do you see that connecting with features in Harvest?

Avatar
Avatar

RE: Categories for Projects IN: Feature Requests

The ability to tag different projects is on our radar – I’ll add your notes to the feature request listing!

Avatar

RE: Project Status Budget Page - Expand All Toggle to See Tasks Over Budget IN: Feature Requests

Interesting! I’ll add this to our feature request list!

Avatar

RE: Date Format IN: Help!

Don’t forget to change your currency preference, too!

;)

Avatar

RE: Widget timer keeps running? IN: Help!

Hi Jodi,

Could you shoot me an e-mail describing what’s happening at support@getharvest.com? I’ll be happy to help get to the bottom of this!

Avatar

RE: Live client report IN: Help!

That’s a great point – I’ve passed it along to our developers!

Avatar

RE: Billable AND non Billable on same detailed time report with identification IN: Feature Requests

Great point! I’ll add this to our feature request list, thanks for bringing it up.

Avatar

RE: Can't delete timesheet entry if task is deleted IN: Help!

Drop us a line at support@harvestapp.com and I’ll take a look at it!

Avatar

RE: Live client report IN: Help!

We have definite plans to bring an improved Client View system into Harvest. Stay tuned!

Avatar

RE: Payments received month to date IN: Feature Requests

Dashboard improvements is on our requested feature list – I’ll be sure to add your comments into the mix! Thanks!

Avatar

RE: Apply discount to specific items IN: Feature Requests

Hey @lfr asia co ltd, this is on our requested feature list and we’ll be sure to let you if it becomes available!

Avatar

RE: Newest Addition to the Harvest Team IN: Town Square

Hi Everyone!

I’m Christopher, the new Customer Support Specialist here at Harvest. I’m going to be poking around the Harvest Forum from now on, answering any questions and fielding feature requests.

A bit about me: I’m another musician added to the Harvest gang (or should I say “orchestra?”) with a whole host of string instruments (violin, guitar, banjo, amongst others) under my belt, with a few oddballs as well – accordion, anyone? I’m a cyclist, and while I haven’t quite worked up the steam to bike to Harvest HQ in SoHo from my apartment in Queens, I’m working on it!

I’m super glad to be here working with the team and with all of our awesome users!