Jon Lane

Hi Brian,

Unfortunately once an entry is deleted, we no longer have a record of it at Harvest (it’s actually deleted out of the database). Each entry does have a unique ID though, so comparing a cached copy against what is returned from the API should be possible.

Jon

Hi Jordan,

Currently Harvest just lets you convert an estimate to an invoice. We do have a feature request on the go for Estimate → Project though, if you’d like to get added to that, drop us a line at support@harvestapp.com.

Cheers,

Jon

Hi Scott,

No, the timer running on your desktop doesn’t “keep the timer running” on the server. Once a timer has been started in Harvest, it continues until it’s explicitly stopped.

Jon

Hi John,

Thanks for writing in.

The Android app “polls” Harvest at a set interval (I believe it’s every 30 to 60 seconds). If you start a timer on Android, it will immediately send that to Harvest. If there’s no other activity, the app just periodically checks in with the Harvest servers, so there can be a delay in the app updating — but it should never be longer than a minute or so.

Is your experience that the Android app is never updating? Another thing to try is to quit out of the Android app, stop the timer online, and re-launch the app. It should sync immediately on launch.

Hope some of that helps!

Jon

Hi Krein-Jan,

Some of the reports (like detailed time reports) can already be filtered by department. Would you mind dropping us a message at support@harvestapp.com with the specifics of what reports you’re looking for? We try to address feature requests directly, and can’t do that very easily through the forums.

Cheers,

Jon

Hi Krein-Jan,

Thanks for writing in.

When you’re editing an invoice, there is a large “Notes” field at the bottom that you can place any additional information you need in (It’s right above the green “Save Invoice” button).

Hope that helps!

Cheers,

Jon

Thanks for posting.

The Help forum is intended to be a place to ask for assistance with current features in Harvest, not request new features. If you’d like to request something new in Harvest, please write in to us at support@harvestapp.com

Thanks!

Thanks for the comments folks.

We built a native integration with QuickBooks (desktop edition) that’s baked in to Harvest. QuickBooks online emerged later and a reasonable 3rd party integration was developed so we de-prioritized it.

That said, if this has left a lot of people in a lurch, write in to us at support@harvestapp.com. We’ve got an open feature request for native QB online support, but it’s hard to gauge how many people are interested in that unless you give us a shout!

Invoices don’t tie in to budgets — only hours and expenses tracked on a project are used for budget tracking.

Hi folks,

We don’t accept feature requests through the forums because we’re not able to properly keep track of requests submitted this way. Drop us a quick note at support@harvestapp.com if you’d like to have your vote registered.

In the meantime, check out Harvest4Clients https://github.com/jkenters/Harvest4Clients which is a PHP-based open source project that allows you to set up a “client view” of your Harvest information.

Cheers,

Jon

Hi Paul,

In terms of what I’ve seen, your second and third ideas are the most common. Personally I’d lean more towards #2, with a slight variation.

I would generate your invoice and adjust it to the amount you’re billing your client. Don’t apply discounts, but rather adjust the hours/hourly rate(s) so that things add up.

If you’re left with any unbilled time on the project afterwards, just run a Detailed Time Report for that project and select Mark hours as Invoiced.

This gives you the benefit of seeing how far over budget you went on specific tasks. That’ll help you in the post-mortem to see where you needed extra time, and revise those estimates for future projects.

Hope that helps!

Cheers,

Jon

Hi Jonas,

Are you still having this issue? I just tested it with a blank PUT request on my testing account, and received a 200 OK. If you’re still not having any luck, hit me up at support@harvestapp.com and I’ll take a look at the log files on your account.

Jon

We’re no longer taking feature requests through the forums, so please write in to us at support@harvestapp.com if you’d like your voice heard on this.

Cheers,

Jon

Just an added note on this: you can change the label for “Due Date” to something else though. So you could change the label to read “Due on or before” for example.

Hi @mhenders,

You can get that information out of the time tracking API: http://www.getharvest.com/api/time-tracking

There’s a parameter in there called that is only present if you have a timer running. If you wrote a script that called /daily and parsed through the results looking for that parameter. If it’s not present anywhere, then there are no timers running, if it isn’t then nothing is running.

Jon

Hi @paddyshack,

We’re definitely willing to work with larger organizations to make Harvest work for them! Please get in touch with our sales team at sales@getharvest.com with the number of users you’re looking at, and they’ll be able to help you out with a price quote.

Hi Brett,

Can you send them in to us at support@harvestapp.com? We’ve made it a practice not to take feature requests through the forums — it’s just too hard to follow up with people! We try to track each request individually.

Cheers,

Jon

Good tip! That’s always a good troubleshooting tip to keep in mind if you’re having trouble with the widget.

Glad everything’s working again for you!

Thanks for the input! If you’d like to put in a feature request for full text searching, drop us a line at support@harvestapp.com. We’re not able to properly handle feature requests through the forums.

I think this is an “oops” on our end. We made an update to the API today that threw things off. It should be all back to normal now — try clicking on the widget on your dashboard, and pressing “Command – R”. That will force it to refresh.

Hope everything’s all cleared up for you!

Hi Matt,

Welcome to Harvest!

We’d love to hear about those ideas that you have! If you haven’t already, please feel free to write in to us at support@harvestapp.com. We keep track of all requests made so that we’ve got some direction on what our users would like to see in the future.

Likewise Brett, feel free to hit us up with any questions you have about reports/invoicing or if there’s something more/different you’d like to see there.

Cheers,

Jon

Hi @godengomark,

That’s not the way the API is currently set up — we generally recommend that folks connect using an administrator account if they need to do anything outside of what they can normally do in Harvest (for regular users: track time/expenses for themselves or report on their own time).

Hi @ywickham,

You can track your time on a project, but instead of creating your invoice “based on time and expenses”, just invoice for the flat amount. Then, run a detailed time report (Reports > Detailed Time) for that project, and “Mark all hours as invoiced”.

You might also want to plug in the amount you quoted as a budget for your project (Manage > Projects > Edit). That way you can keep track of your progress from the project budget report (Reports > Project Budget). Hope that helps!

@mscappa There is an “Issues” page for that project on github if you discover something that you think might be a bug. If you just have a general setup question, or need a hand, I’ve played around with it and gotten it up and running, so I can help you out with that (write in to support at harvestapp.com)

Hi @gilgm12

After you create a project using the API, a header is returned (Location) that will give you the ID of the new project you just created (/projects/#{new_project_id}). You can then use that to retrieve the project code from the API.

Hope that helps!

Thanks folks,

We’ve logged this as a feature request along with your +1s

Jon

Hi @ashishterp,

I think that the best you can do on that front is using … but that won’t be 100% accurate, if folks are inclined to edit their timesheets after submission.

I’ll put in a feature request to add this to the API though.

Hi Andrew,

I think you’re looking for http://www.getharvest.com/api/task-assignment#a...

Let me know how that works for you!

Hey Ben,

I’ll just clarify a bit how retainers work (apologies if I’m explaining something you already know).

For a given client, you can have either a series of project-specific retainers OR a client-specific retainer that you can use (or not use) for any projects for that particular client. There are ways to zero out retainers and open up different types — if you need that, let me know! (if you have a client-specific that you want to convert to a series of project-specific for example)

You are right that if you have a retainer balance, Harvest will draw on the entire balance though, there isn’t a way to only draw a certain amount from the retainer, unless you use multiple invoices.

Cheers,

Jon

If you hover your mouse over the widget, you should see a little “i” appear in the bottom right corner of the widget. When you click on that, the widget will “flip over”, and you can enter your account information there.

Hope that helps!

Thanks for reporting this! We’re tracking a problem that’s similar to this with the current version of the iPhone app.

Can you drop me a line at support [at] harvestapp.com so that I can confirm that this is the same problem and get you in touch with our iOS developer?

Hi Jules,

After you’ve marked an estimate as accepted (or your client has), there is a button on the estimate to convert it to an invoice. You’ll need to take one additional step and run a detailed time report of the time you put in on the project (Report > Detailed Time) and mark that time as invoiced once you send your invoice off.

Hope that helps!

Thanks for that feedback! You can archive the project (from Manage > Projects) once you’ve invoiced it, and that will stop any alerts/reminders from being sent (as well as clearing it off of your timesheet for you).

Hi Gretchen,

There’s a few questions here, I’ll try to answer them one at a time:

1. Why does a row show up with no time? – That’s a feature in Harvest where we’ll carry forward the rows for projects you’ve worked on in the previous week (speeds things up if you’re working on the same tasks week after week). If you don’t log any time on a task, it won’t show up (automatically) in next week’s timesheet for you.

2. In the weekly timesheet, there is only an “X” for the entire row (all entries that week). The confirmation should have said “Delete all entries for … for the current time period”.

3. We don’t have an undo, but we do have that deletion confirmation! If you’re really stuck, I can fish through the log files for the time entries for that week, but that’s not always 100% accurate!

Hope that helps!

Just a note on this:

While there isn’t really fine-grained control over who will receive what on a particular project, in general:

Only people designated “project manager” for a particular project will receive the timesheet approval email. Individual users can opt out of receiving these messages by unchecking the box in their “My Profile” page.

Everyone will receive timesheet reminder messages (if enabled).

Only administrators/project managers will receive budget alert messages (unless you’ve selected to share budget information with employees and contractors).

Hope that helps a bit!

Thanks Nick!

Not completely resolved yet, but part of the problem (if anyone is searching through here for an answer) is that from Nick’s example, the JSON packet needs to have an expense wrapper. So:

"expense": {
	{
	“notes”: “Buy Valentine’s Day chocolates for Harvest”,
	“total-cost”: 11.34,
	“project_id”: 1504605,
	“expense_category_id”: 701315,
	“spent_at”: “Thu, 08 Sep 2011”
	}
}

I don’t have anything new to report in this area yet, but thought it would be great to get some feedback in what you’re looking for specifically in this area? Of the reports in Harvest, what would you find useful to share with clients? Budget reports? Detailed time reports? An “Uninvoiced” type of report?

Thanks David, noted! We definitely hear the call on enhancing invoice formatting options!

Hi @DragonFly,

There’s no way to really escalate a feature request. We get hundreds of requests each week, and have to play a balancing game with things.

Here’s a blog post one of our founders wrote about how we handle feature requests:

http://www.getharvest.com/blog/2011/02/how-we-h...

While this is on the list, it’s not something we’ve started working on yet. Sorry about that!

Hi Aaron,

Braintree is definitely one of the gateways we’ve got on our “todo” list for payment gateway support.

Thanks!

I’ve also heard of some folks using form auto-completion, or auto-completion plugins to save different copies of the translation. Not a perfect solution, but a workaround while we’re working on this!

Hi Nick,

Haven’t heard back an official “fixed” on this. Just wondering if you can send me a quick email at support at harvestapp.com with the details (user/project) so I can check into it specifically for you.

Jon

Hi @harrall,

Welcome to Harvest!

I don’t think it’s anything you’re doing wrong (it’s most likely something with the installation). Drop us a line at support at harvestapp dot com and we’ll take a look at your account to see if we can identify anything that might be giving you trouble!

For anyone else that’s reading along at home…

Turns out the problem was timezone/daylight savings time related. Wesley figured out that his phone and Harvest account were set on two different (yet similar) timezones — one which follows daylight savings time, the other that doesn’t. By syncing those two up, the problem went away.

Hi Karl,

You’re definitely not alone in this, I’ve heard a few reports of Android expense problems through support. Occasionally, and uninstall/re-install of the app will help, but sometimes it won’t.

We are looking at doing an update to the app. We’ve made quite a few changes with the iPhone app recently and improved syncing in it a great deal — which we’re looking at now rolling into the Android app. I don’t have an exact timeline though, unfortunately, but stay tuned!

Unfortunately all time and expenses in Harvest have to be associated with a project. I have seen a number of customers set up “Misc” projects or “Support” projects for clients, where non-project-related work gets logged. When you go to generate an invoice, Harvest will prompt you which projects you’d like to include on your invoice.

Hi @piggybank,

You can use project budgets and the budget report in Harvest to keep track of how you’re doing on a project vs. what’s been agreed to. Are you looking for something different for that?

Hi @tg22!

Welcome to Harvest. The best indicator that a project is all done, and good to bill is to Archive it. Archiving it will also remove it from your timesheet, so that it won’t clutter up your projects list.

It’s a bit of a subtle cue though for an accounting person to scan that list, and look for anything new. You might just be better off sending a quick email at the wrap of each project currently!

Noted, thanks @yowza!

Glad I could help!

Hi Wesley,

Would you mind dropping me a message at support@harvestapp.com? I’d like to look up your account and see if I can figure out what’s going on with this!

It’s definitely at the forefront for us. One of our developers has put in a bunch of time on this lately, hopefully we’ll have something to announce soon!

Agreed, that caught me up a bit at first too. I’m working on improving the API documentation now, I’ll see what I can do to link that up.

You could just apply a flat rate discount on an invoice using a negative dollar amount as a line item in your invoice. That way you can exclude expenses from the discount.

Not a solution, but a work-around that may do the trick for you!

There isn’t currently a way to combine “retainers” and “non-retainers” on a single invoice. You could send a regular invoice for the total amount and when you received payment for the invoice, just manually adjust the invoice and create a retainer with the funds allocated for that.

It’s a bit messy, but it would keep your numbers right, and keep you from having to send two invoices to your client.

Hey folks,

In general a 150px by 150px JPG should work just fine. Not all JPGs are created equal though — some can have strange encodings that mess with Harvest. If you continue to have trouble, send me a copy of the image at support@harvestapp.com and I’ll convert it over to a format that Harvest should like for you.

@Clinton – to reply to your original query, profile pictures show up on the staff time summary report. So if you go to Reports > Time and click on the Staff tab, you can see everybody’s profile picture next to the time they’ve logged for that period.

Not sure what I was thinking with my previous reply — I probably thought you were talking about percentage-based discounts for line items (which we don’t have), but you can enter in a negative dollar amount as a line item on an invoice to apply a discount that way.

Hope that helps!

Hi Wesley,

I haven’t seen any other reports of this come in through support (I was hoping somebody else would chime in here if they had seen it). Try removing the app from your phone and re-installing. If that doesn’t fix things up for you, drop me a line at support@harvestapp.com with the details and I’ll take a look at your account to see if I can see what’s going on.

Hi Tim,

You bet. Run a detailed time report (Reports > Detailed Time) and set the filters so that you’ll pull up this project’s time. Then on the report, click on “Mark hours” and select “Invoiced”. Then you can invoice your client using a free-form invoice for the amount you quoted them!

Hi Bob,

Thanks for bringing that to our attention. I’ve got it reported to our developers to get fixed up.

Cheers!

Hi @nyonano,

If you select “detailed line items” when you’re creating your invoice, all notes entered into the timesheet will be included!

Shame on me for not doing a final update.

PayPal had originally thought that this was just affecting one of their servers, but it turns out it was more widespread than that. They applied the fix across all servers, and I haven’t heard about any further problems!

If you do see something similar though, hit us up at support@getharvest.com so we can check it out for you!

Hi folks,

This is already available in the API. Check out our reporting section: http://www.getharvest.com/api/reporting#get-pro... or http://www.getharvest.com/api/reporting#get-use... depending if you’d like to retrieve them all for a given project or a given user.

Thanks for bringing that to our attention! I’ve made the update, and it’ll go live soon!

Hi folks,

Try using https://example.harvestapp.com/projects?active=...

in order to just retrieve active projects.

Hi @zimick,

This problem is frequently caused by the user making the request having insufficient priveledges. Is this user an admin? To access a complete list of projects in your Harvest account, they should be an admin (in Harvest, regular users can’t access the Manage > Projects page)

Hope that helps!

Thanks for beating me to the punch on that Nick. Yes, if anyone else runs into this, just drop us a line at support@harvestapp.com.

Hi folks,

Sorry to say that we have had a couple of reports of this happening again. PayPal has been contacted, so things are in their hands now. Hopefully they’ll be resolved shortly!

Thanks @Justin. You could just change the “unit price” on a line item to $0 and include a note in the description that that particular item was written-off. That would still handle marking the hours as billed for you too.

The current Windows Phone 7 app isn’t developed by Harvest, but it doesn’t make it any less legit!

I think @holger is asking us to consider making our own Windows Phone 7 app and releasing it for free so that our international customers can feel the Harvest-mobile love! If that’s the case, duly noted @holger!

Noted, thanks folks!

Hi @Karl,

Just trying to get a little more detail on this: how would that differ than generating an invoice in Harvest and having it summarize by people hours (or task hours)? Each line item would show a total with a breakdown similar to what you’ve described.

Noted, thanks @darja!

Hi Mike,

I’m out on the west coast, and I haven’t been having trouble. There’s a ton of different failure points when it comes to speed though — it could be anything from something specific to your account, to your ISP having slow DNS.

If you don’t see an improvement on Monday, drop us a line at support@harvestapp.com and I’ll get one of my developers to look in to the specifics of your account!

Hi benz1,

You can use the HTML entity for non-breaking space (ampersand-nbsp;) to enter multiple consecutive spaces. (sorry to actually do & and nbsp; it inserts a space…)

Hi @JP,

Yes, you can track them as expenses, but there isn’t really a great way to keep track of due dates within Harvest. We do have an open feature request for invoicing between accounts though (and even handling external invoices) that I’ll add your name to!

Hey folks,

Just to get a little clarity on this: are you mostly interested in detecting “idle” time, when something isn’t being done at the computer, or just reminding at a set interval, regardless of activity?

Hi @leneh,

This is probably easier to troubleshoot one on one. Can you drop us a line at support@harvestapp.com with the details (invoice number, client email address)? We’ll track things down and see where things went wrong!

Okay, got it @bens. Feature request created!

@dragonfly Makes perfect sense. I’ll add in a request for that for you!

@dragonfly I’d be happy to put that in as a feature request for you, for sure!

Added @zero, thanks!

Hi @nicole_dw,

Just to be sure, I’m guessing that you’re talking about http://www.quoteroller.com/? I’ll get a request for integration with that in the system for you!

Nothing new to report yet, but the feature’s in the system and on our radar. I’ll add your vote @desrosj!

Hey @harvestfan,

There’s a bit of a workaround for your current situation: You can track time in your own Harvest account, and then export it to a CSV. That CSV can then be imported by your client (or vice versa, if your client insists that you track time in their account). Then you’ll have your own copy of everything.

Not one-button elegance, but definitely a workable solution for the time being!

Hi @dragonfly,

Harvest doesn’t have a “structural” type export that will just like Projects and Tasks. You can export all of your existing time data from the Manage > Account Settings page, and you can export Project, Client and Contact lists from their respective pages in Manage.

Hope that helps!

@Scott helped me to identify an issue on this folks. It looks like if you’re tracking your time with start and end times, everything works properly but if you track time by duration, clicking “Edit” will pause your timer.

Bug report’s in, but be aware for the time being folks!

Hi @dragonfly,

There’s a search for project names, for sure. On the Manage > Projects page, in the upper right corner you can search for a client or project by name.

We don’t currently have a search for tasks, but Harvest won’t let you create a duplicate task name (it will give you an error). The same is true for projects (within a client, each of your clients can have a “Logo Design” projects for example).

Hope that helps!

Hi @dragonfly you’re right, we don’t currently check for time overlaps on the timesheet. If you’re running timers, it will handle it automatically, but if you’re manually entering start and stop times it will let you stack them.

There is actually a reason for it though. Some people actually need to track two tasks that they’re doing at the same time. For example: a videographer might be rendering/exporting a video on one machine for a client (and charging one rate for that), while editing video for a different client on a different machine.

Hi @ben, thanks for getting in touch. Let me just see if I’ve got what you’re saying: you’d like to define a number of hours per week for each person (say 40 hours) and have Harvest count that as unbillable time. As the week progresses, and people track their time, that billable time is deducted from the 40 hour “budget” you’ve set up?

Hi folks, thanks for the +1s, all noted.

@webagency Honest answer is that we’re hearing the requests and keeping track of them, but we’re trying to balance things with a lot of other requests. An overhaul to flat rate billing is on our todo list, but not something we’re actively working on right now so I don’t have a set date for you. Sorry about that!

Thanks @Juliette, +1 noted!

Hi Justin,

To answer the last part first: we’ve had a bit of a back and forth about transaction fees for PayPal payments, and we’re pretty sure that they’re against PayPal’s terms of service. PayPal has something (and I’m completely paraphrasing here) like “it’s against the terms of service to charge more for items offered for sale through PayPal than through other channels”. It’s on this page under section 4.6: https://cms.paypal.com/us/cgi-bin/?cmd=render-content&content_ID=ua/UserAgreement_full&locale.x=enUS#4. Receiving Money.

Now, for the first part of your question: your best bet is to record it as a complete payment, but to record the PayPal fee separately as an expense for your company. Payment processing is a legitimate business expense, and (I’m not an accountant, so check with yours first) should qualify as a deduction!

Hi @Jon,

We don’t use/respond to support requests on Uservoice. The Harvest forums and Support section are the best place to get in touch with us!

As @Corneliu has mentioned, there is currently a 3rd party integration between Xero and Harvest using OneSaas. If you have an immediate need to synchronize the two, I’d encourage you to check it out!

Thanks for the request @Jordan, and for the added insight @Jim! I’ve confirmed that it is a request we’ve got in the system, and added your +1 to it Jordan.

Great work-around, thanks for sharing that with us @ITechnique!

Noted. Thanks for the +1s folks

Noted, thanks @mikeschinkel!

Success folks!

We heard back from PayPal this morning that as of 10pm last night, PayPal’s resolved this problem. If anybody sees it again, or hears back from one of their clients, give me a shout at support@harvestapp.com!

Thanks for your patience on this.

Hi Frank,

If you’re wanting to access the data of another user, you need to be authenticated as an administrator: http://www.getharvest.com/api/time-tracking#oth...

Noted, thanks David!

Hi @hathway,

I think you’re looking for this part of the API:

http://www.getharvest.com/api/task-assignment

Hi @beardbar,

That’s definitely something we’ve heard about before. I’ll add your name to the list of people who have requested it!

Thanks for the +1s folks! We’ve definitely got a feature request going to improve the Estimate → Project → Invoice workflow for folks. Your comments are great in helping us define that!

Thanks for the votes folks! They’ve been noted!

Hi Siebe,

Thanks for the great feedback! All really great suggestions!

The project budget alert email is sent out weekly while a project is at or over a certain threshold. You can adjust that threshold in the Manage > Projects screen so that it’ll stop mailing you (FYI). Your suggestions about being able to set the frequency of those messages has been noted though!

Hi @norman,

It sounds like you’re interested in tracking some of your time as unbillable time. You can set your various tasks in Harvest to be billable or non-billable, and non-billable time isn’t counted in in $ calculations in our reports.

@Juliette After you’ve invoiced for a project, run off a quick detailed time report for that project, and mark your hours as invoiced. Then the uninvoiced report will be able to show you what you have/haven’t billed!

Hi @debbiewj,

As @lonehorseend suggested, this is definitely something on our radar, but not something that’s available in Harvest yet!

Hi @benz1,

It’s definitely being considered, but it’s not something we’re actively pursuing right now!

Thanks for the feedback @IslandDesign. Harvest excels at managing projects from the perspective of the time and money you put into a project, which differs from your typical milestones/task due date approach. That said, we’re always listening, and so I’ll be happy to add your +1 in on this request!

We’ve heard back from PayPal that “Session Expired” errors on and around May 30th were due to “an outage that we experienced” (“we” being PayPal here). We’re following up with PayPal on the other dates, and we’ve forwarded them additional information that they’ve asked for.

There’s a light at the end of the tunnel!

Hi @geary126

As Samara posted on the 24th, this feature isn’t in active development yet, so we don’t have a defined timeline on it. Your voices have all been heard, we know that this is important to our users, but I don’t want to just start throwing dates out there.

Yes, it’s important to folks but so was the big email system project we launched recently. Different people have different priorities about what’s critical to them. We’re trying to balance that the best we can!

Thanks folks! Consider your voices heard! I’ve added your voices to an existing feature request I’ve got for this.

Cheers!

Thanks for the request @estreitta!

I’ve added your feedback to an existing feature request we’ve got going for this!

And to continue with the updates:

I’ve put together a pretty complete report for the folks over at PayPal including screen shots, bits from our logs, dates where I received comments from people and accounts affected. Still waiting to hear back from them — they’re investigating!

Thanks for your patience everyone! Hope we can get this ironed out soon, and permanently!

I’ve taken care of that for you Wesley! We track all feature requests in a backend system called Kaizen (that we built). I’ve registered your vote there for you!

Hi @vmtst and @lonehorseend

That isn’t something that’s possible at the moment in Harvest, but I’ll be sure to add it as a requested feature for you.

Cheers!

Hi @ksander,

You bet. There is a Redmine plugin for Harvest available. Here’s the details: http://www.redmine.org/boards/3/topics/9702

Check it out, and let us know if you have any questions!

Hi @doublelcl!

Welcome to Harvest!

Yes, definitely. Automated reminder messages are available on all plans. You can set up an automated reminder for your invoice after you’ve sent it to your client, but before it’s past due. At that point (when the status is showing “Sent”), click on the “More actions” button and select “Reminder Email”.

You can then select to send the reminder if the invoice is X days past due, and select who to send the reminder to.

Hey folks,

Just an update on this: the session expires thing appears to happen with PayPal Business Payments, I haven’t seen a report with Standard. There have been other reports on the web of the same thing happening elsewhere.

I’m going to try to get in touch with the folks at PayPal to see if we can work together to sort this out for everyone and I’ll try to keep things updated here as well as individually with people who have written in.

As @doublelcl said, the best solution I’ve found, so far, is to just retry the payment again later. Sometimes a day later does the trick, sometimes a couple of hours later!

Hi Ben, I’ve registered your vote as well.

Hi Ben,

It just hides it from your customers, you still see it on your end.

The setting does apply to all invoices that get sent out.

Cheers!

Hi Ben,

Yes, we can turn it off and it applies for all of your invoices. Just drop us a line here: http://www.getharvest.com/help/contact and we’ll take care of it on your account.

@snd Send us a ticket at http://www.getharvest.com/help/contact about your questions with Syncr. We’ve got support sharing set up with them, so if we can’t answer your questions, we’ll be able to get you in touch with someone there who can!

Thanks for the suggestion!

What type of information would be useful to you to store in the template? I’m thinking something like “Drive to client X” would be a template where it would automatically enter in the mileage between your office and Client X’s office? Am I on the right track?

Thanks for the suggestion! I’ve created a feature request for you for this!

Hey Ryan,

We’ve heard about this occasionally in support. More often than not, it is something in the PayPal world of things, but if you drop us a line here: http://www.getharvest.com/help/contact we’ll be able to take a look at the logs for your account and see if PayPal is giving us any sort of meaningful error message!

Hi Ben,

1. You can definitely track your expenses in Harvest, but we don’t currently offer any sort of Profit/Loss report or anything similar. You can always export your expense/time or invoice reports to Excel and track that manually though.

2. Send us a request through http://www.getharvest.com/help/contact and we can hide the quantity, type and unit price columns (or any combination of those) on your invoices for you.

3. Your best bet for determining profits would be to run an invoice report (Invoices > Report). There you’ll be able to export a list of invoices as well as whether they’ve been paid, are past due, and it splits out the tax you’re charging into a separate column.

Let me know if you need anything else!

We’ve seen a few requests come in for this through support, so you’re not alone!

Fair enough Wesley, that could get pretty unruly for you!

I’ve added your comments in on a feature request for client-based time goals/retainers on a repeating period!

Hi Keith,

Yeah, unfortunately we’ve only got an overall, percentage discount on our invoices. I’ve got an open feature request for flat rate and line-item discounts that I’ll add your name to though!

Hi @itechnique

I’ll definitely add in a feature request for you. I can’t think of a good workaround for you off the top of my head — perhaps tracking the time as a budget, and creating a new project for your client every month (that could get a bit messy though).

Hi Caroline,

I think I replied to your message on this, but just in case that got lost in transit, here’s what I wrote:

You could create a special task that’s set to unbillable that you call “inefficiency” (or whatever). Then, when you invoice your client and have those two leftover hours, go back to the timesheet, edit it, and more two hours worth of work into that task.

Hi @macronius,

We always reply within 24 hours on requests we receive! Hopefully you’ve received a reply by now, but if not, could you fill out the form here to get in touch with us? http://www.getharvest.com/help/contact I’m going to have to check on your account in order to figure out what’s going on, and I don’t want to pass account information back and forth in the forums!

Hi @stony,

Harvest doesn’t currently automatically do that, but in the past, I’ve added a note to the bottom of my invoices about the interest I charge for past due amounts, and then manually update the invoice when I sent out a past-due reminder.

Hi @wademd

Not currently, but that’s definitely on our radar! I’ll add you to the list of folks who have requested it!

Hi @argha,

Currently you can just get a list of all projects and check to see if they’re active. I can see how this would be pretty intensive on large accounts, but using the “updated_since” filter, you should only need to retrieve all projects once, and then just check for updates:

http://www.getharvest.com/api/projects#show-pro...

Hi Osvaldo,

No, currently the API will let you do all time on one day, or do a timeframe for a specific user or project, but not all time for a given timeframe. I could see that getting a bit unruly on larger accounts if it wasn’t limited very well, but I’ll put in a feature request for it for you!

Hi Osvaldo,

Check out retrieving all entries for a given day: http://www.getharvest.com/api/time-tracking#get...

Then you can loop over a series of days and retrieve all of the time for them.

Hi Wesley,

Thanks for the suggestion! You can sort of do that now by selecting to Budget “Hours per Person” (and if you’re the only person on a project, then you’re all set). We don’t have support for monthly/weekly budgets, but you can work around that as well by creating a new project each week/month (easiest way is to click on “Duplicate” from the Manage > Projects screen) and to track your time on that.

Let me know if that works for you.

Thanks for the suggestion @augustroad. That’s not something currently possible in Harvest (unless you remove the link to the web invoice from your message), but I’ve added it to a feature request we’ve got for allowing you to specify payment options per-invoice.

Hi @dogweather,

In your situation, does your client usually owe you for time you’ve put in, or usually have a positive balance on their account? If they’re pre-paying you, you can track that using a retainer invoice (but I get the feeling that that’s not the case).

Cheers,

Jon

Hi Kent,

No, we don’t currently support line item discounts. I’ll add your name to the feature request for that though and add you to the notification list!

Thanks @ccorda, noted!

Hi @henning,

Timers do keep running if you click “Edit” and enter in notes/change the task etc. If you’re seeing differently, drop us a line at support@harvestapp.com and we’ll get things sorted out.

Thanks @cjchristensen and @noelberry. I’ve noted your votes!

Hi @jonasvp,

We love our Linux users too. Check out the (super-cool) “hcl” tool (Harvest Command Line) http://www.getharvest.com/blog/2009/07/harvest-...

It’s a 3rd party app, but becomes super powerful (I’ve found) when you create a number of shell scripts for common tasks/projects (so you can start and stop timers by just typing “hstop.sh”

I will add your name to our request for a Linux widget though!

Hi David,

I’ll make a note of that and add you to the feature request for that! Thanks.

Jon

Noted @ccorda! Thanks!

Hi Jim,

I’ve made sure that you’re on that list too. Thanks!

Hi @Nicholas,

I’m guessing that you’re talking about the daily view vs. the weekly view of the timesheets. The weekly view omits notes currently because of the way it’s formatted. We’ve had a few people request that timer notes are available on the weekly timesheet too — would that help you out, or are you referring to something different?

Hi @gcoderre,

That branding shows up in-app, but your customers shouldn’t be seeing it in any of the messages or invoices/estimates you send them. If your experience varies, let us know!

Noted! Thanks @jbfeldis!

Noted, thanks @richardmtl!

Hi @macsamurai and @jaapoost, your votes have been recorded! Thanks for your input.

Thanks for your feedback everyone! I’ve added you all in as folks interested in a native Mac app!

Hi @Michael,

Thanks for the feedback!

The simplest way to make the “LATE” stamp go away is to make it so that the invoice isn’t actually late — so if you’re extending some flexible terms to your client, click on “Edit invoice” and change the “Due Date” to something in the future (even if it’s just one day).

Hi @rickrussie,

We’d love for it to be on the roadmap, but the stumbling block right now is that QuickBooks for Mac doesn’t do imports. As soon as Intuit changes that, we’re game!

Hi @angela,

You can’t currently apply a discount at the client or project level, only on individual invoices. I’ve put in a feature request on that for you though! Likewise on discounting expenses, currently the only way to accomplish that is to invoice them separately, or mark up your expenses by the amount of your discount.

Hi @tom,

There isn’t currently (aside from saving it as an Excel file and importing that into Google Docs). I’ve added a feature request for you though!

Hi David, glad you asked (I recently found myself in the same situation prior to working for Harvest)

What I did: tracked my time using the company’s Harvest account and at the end of the month, I ran a report of my time and exported it to a CSV file. (you could do this weekly or daily — whatever works best for you). Then I took that CSV file and imported it into my Harvest account under Manage > Account Settings > Import Data Into Harvest. I actually did this right off the bat so that my client names, project names and task names would be identical to what they are in my client’s account (Harvest will create all that for you on import).

Then, I ran an invoice off for my client and sent it off to them. They’re able to verify all of the hours worked in their system, and I’ve got a record in mine come tax time.

Hope that helps!

Hi @Pedro,

Thanks for your suggestion on that. I’ve added it in as a feature request to allow custom messages for invoices drawn from retainer.

Hi @agibson11

You’re right, our updated project budget report only includes projects with time logged against them. We’ve been getting a bit of feedback on this from our users and we’re looking at ways to best address this.

I’ve added your comments in to our discussion for this!

@Dan, @solusit, @jesica

Adding you to the list as well. Cheers!

Hi @mikejuras and @jesica

It is indeed already on our radar. It’s not under active development at this time, but it is on the list of features we’ve had requested. I’ve added you both to our notification list so we’ll give you a shout when we make headway on it.

Hi @mhughes,

Are you still not seeing the header? We’ve been doing a bit of work on the API lately, and had inadvertently left out the retry-after. That should have been fixed earlier today.

If you still aren’t seeing it, give us a shout at support@harvestapp.com

Thanks for the feedback @kerrigan and @fred i3

I’ve made a note of your comments/requests!

Hi @hikariliang,

I think the variable you’re looking for in your subject line is invoice_id.

Let me know if that does the trick for you!

Jon

Hi @Jim, this is something we’ve already got on our radar, so I’ll add your comments in on it.

Cheers!

Hi @Justin,

Can you send us a quick message at support@getharvest.com with the details of your account. No Paypal shouldn’t equal no web invoice, so I’d like to look into things in more detail for you.

Thanks @listrophy. Noted!

@Jim beat us to the punch, but he’s got a lot of really great advice.

@bc173 it sounds like a lot of what you’re going to be doing with Harvest is going to happen through the API, so some of the drop-menu pain points that Jim describes may not apply. We’ve made some big improvements in our reporting recently, and I don’t think I’d be out of line to say that those improvements will eventually work their way around the app.

I’d recommend that you sign up for our 30 day trial (if you haven’t already) and give us a try. Having worked with the API as a developer (previous to working for Harvest), I can honestly say that it’s really great and easy to work with — which in your case might be the best selling point!

And of course, if you have any questions, give us a shout at support@getharvest.com

Thanks @suprespen, your vote’s been recorded!

Thanks @Jim and @bc173. Your votes have been recorded.

@jwb Added. Thanks for your feedback!

Hi @mmatkin,

It’s actually been simplified a bit. You can print the report right from your web browser (just choose File > Print) and we’ll apply a special stylesheet to format things nicely for a printer.

Cheers,

Jon

Hi @michelle!

I’ve heard about some customers storing the “Actual” employee rate under Manage > People, and then over-riding the billing rate on a project-by-project by entering the “Billing” rate in Manage > Projects.

There’s no way to report on the difference between the two in Harvest though, that’s just a place to store things.

I’ll add your comments in to our feature request tracker for a profit (or loss) report though.

Cheers,

Jon

Hi @charlie and @Jim,

Thanks for the feedback. That’s something we’ve already got on our radar, so I’ll add your voices in as well.

Cheers,

Jon

Hi @sdireland and @Dan,

Thanks for your feature suggestion. I’ve added it to our tracker and we’ll give you a shout when we make any progress with it.

Cheers,

Jon

Hi @Bob,

Thanks for your feedback on the upcoming uninvoiced report!

I’ve taken your comments about “merging” lines on an invoice and opened up a new feature request for you. If you have any further thoughts on this, or need anything else, please drop us a line!

Cheers,

Jon

Hi @derek,

We don’t currently have a client view in Harvest where clients can review timesheets, but that is something that’s been requested before (I’ll add your voice in on that request).

In the meantime, you could set your client up with a user account in Harvest and give them Project Manager access to their project. Then they’d be able to run a report against it and see approved time entries.

Thanks @thebluegroup. Comments noted!

Noted @ pgombert. I’ve added your name in on the request as well.

Noted! Thanks @bens.

Hi Martijn,

Thanks for the request. I’ll start a feature request for you and add your name to the notification list on it.

Cheers,

Jon

Thanks @Martijn, I’ve added your voice in on multi-currency support as well.

Cheers!

Hi @ocorral,

We’ve got an existing request for this, and I’ll add you voice in on that.

Cheers!

Hey @mattwishon, thanks for that well-thought-out description of your workflow.

I’ve added your comments to a thread we’ve got going about workflow in Harvest.

Cheers!

@dsueess I hear you. It’s tough with just two official languages (Canada), but 4 would be rough. I’ve added your voice in on the feature request.

Cheers!

@justin This is definitely something that’s on our radar. I’ll add your name in on the notification list for this feature.

Cheers!

Hi Justin,

Thanks for your comments!

That’s a bit of a tricky thing to accomplish, just through deleting and editing other lines — Harvest would have to guess at what you’re intending (is he deleting that line because he accidentally billed that time on the wrong project, or is he deleting it because he’s merging it into another line).

There are a few different ways you can generate an invoice and summarize your time entries (task hours, people hours, project hours). If you haven’t already, take a look at some of those options, and see if they help you out at all.

Cheers,

Jon

I’ll take care of that +1 for you @jimmyprydz. Cheers!

@rosscornell Thanks for your feedback. I’ve opened a new feature request for you for tracking vendors/suppliers with your expenses.

Cheers!

Hi @shonadle,

Thanks for the suggestion. I’ll add it to our list of requested features and add you to the notification list.

Cheers,

Jon

Hi @Carl-Fredrik,

Thanks for your feedback. I’ll add your name in on the notification list for each of those requests. If you think of anything else, give us a shout!

@a.milli Thanks! I’ve added your name to the notification list for this feature.

Thanks for your comments! I’ll record your suggestion of next and previous buttons on reports.

Just wondering if I could get you to elaborate on what you’d like to see for the budget updates? In Manage > Projects you can get Harvest to send you an email alert when a project budget hits a certain point (like 80% of the budget). Is there more information that you’d like to report on, or something entirely different?

Hi @yves,

I’ll add your name to our notification list for this one. Cheers!

Hi @gpb, it’s not being actively developed at this time (but is near the top of our todo list), so I can’t really give you any information on timelines. I was going to suggest the work-around of using expense categories, but it sounds like you’re already doing that.

@sophiedennis, @jim Thanks for the feedback! I’ve created a request for those to be added into our invoice reports.

@gagarine Thanks for the tip.

We’re definitely collecting as much feedback and data as we can on this. Thanks for contributing to the discussion!

@gz We here you. I’ve added your comments to an existing request we’ve got open for this. Thanks for the feedback!