Samara

Hi @jwelch, thanks for the additional insight. We don’t have plans to add the ability for PMs to create an invoice against a retainer, but I’ll add it to our feature request list for you. Let me know if you need anything else!

Hi @jwelch – You’re not missing anything, and this is how we designed the invoice permissions for PMs. When we were doing research on how the new PM permissions should work, most of the people we talked to said they’d like PMs to be able to create invoices but NOT record payment for them. If PMs could create a retainer, they’d also be able to withdraw from a retainer, and that’s a form of recording payment. Since we didn’t want PMs recording payments, we limited PM access to retainers as well.

Let me know if that’s unclear or if you have any other questions!
Samara

Hi @will, No, you’re not missing anything – we haven’t announced this feature officially yet. We’ve got a couple other changes up our sleeves before we announce our updated permissions on the blog, so keep an eye out for the post once those are ready.

Glad to hear you’re excited about the feature! We are, too. Let me know if you have any questions about it!

Cheers,
Samara

Hi @thebluegroup – We have changed Harvest so that if people who have the PM permission under Manage > People are automatically marked as a PM on projects to which they’re added. I know that someone having PM permissions does not necessarily mean they’re managing every project, but we felt it was more consistent and transparent to have these people always marked as PMs when they were added to projects, especially since this permission is now linked between projects and a user’s profile (if you mark someone as a PM on a project, it’ll update the permissions in their profile to PM).

Let me know if you have any questions about that!
Samara

Hi @thebluegroup – We’re going to be updating this design so that people who are project managers on archived projects can be changed to regular users without receiving this error. We’ve designed things this way so people who are project managers on current projects aren’t inadvertently marked as regular users and removed as PMs from projects they are actively managing, but there’s no need to apply this same logic to people who don’t have any active projects they currently manage.

Let me know if you have any questions, and thanks for you feedback.
Samara

Hi Will,

We’re hoping to have permissions out within the month. As long as nothing unforeseen comes up, we’re very well on our way.

In terms of submitting ideas, I’d say the forum is the best “public” way to submit ideas. We have talked about having a way for people to easily see/vote on popular feature requests, but since we’ve got a good sense of the top priorities in Harvest right now, we don’t have plans to build out a feature request system like this. But you’re definitely on to something, and I’m going to add your feedback to our feature request list.

Thanks so much for all of your feedback. I really do appreciate it.

Cheers,
Samara

Hi Will –

If things go accordingly, we should have our new permissions out within the near future (I don’t want to give an exact date just in case anything unforeseen arises). But rest assured you’ll be seeing some changes very soon.

Thanks for the extra info on what you need in a site admin. Unfortunately, we don’t have any plans to separate different administrative roles from time tracking the way you’ve outlined. If it seems like this is something a few people need, we could consider it in the future.

Thanks for all of your feedback, Will!

Samara

Hi Will,

1) We’ll be adding the ability for PMs to add projects in the near future.

2) We’e discussed adding a department manager type role, but the plans for this isn’t clear yet. I’ll add your name to our feature request list for this.

3) I’m not sure what you need in a “site admin.” What exactly do they need/not need access to?

Cheers,
Samara

Hi @jimprovost – This is something that’s been more on our radar recently, so I’ll add you to our feature request list on this. Cheers!

Hi a.milli – The best thing to do would be to write in to our support team at supportharvestapp.com. They’ll be able to investigate what’s going on with your budget emails. Cheers!

Hi @a.milli and @geri huibregtse – You can set project budget alerts from each project. If you click into a project and scroll to the Budget section, you’ll see a check box to receive budget emails when a project reaches X% of the budget. These should go to admins and PMs.

Let me know if you have any other questions! Cheers!

Hi @a.milli – It depends on which alert settings you’re asking about. What are you trying to change?

Hi @agarden, @michiel, @bommel, @mellow, and @zachmcnair, Thanks for your feedback! I’ll add your names to our feature request list on this. Cheers!

Hi @Andrew Coakley, @snavalpa, @CetrasoftLLC, and @jefftovar – Thanks for your feedback. I’m adding all of your names to our feature request list for this. To be perfectly candid, this isn’t something upcoming in our development cycle, but we do understand it’d be valuable to you guys, and we’ll keep it in mind for our future work on the invoices section. Cheers!

Hi @a.milli – If you want to lock every project for the span of two days, then you can run a DTR for a two-day period that includes all projects (the default option for the report) and mark all hours in that report as invoiced. If for some reason you wanted to exclude projects from being locked, you could just filter the report so that only certain projects would become locked.

Let me know if that’s unclear, but it does sound like Harvest can do what you’re looking for.

Samara

Hi @a.milli – It locks the time range for that specific project. Say you marked two days as invoiced for Project A – As long as you’ve filtered the Detailed Time report to show Project A only, only the entries that are part of that project will become locked.

Let me know if that’s clear!

Hi all, I wanted to let you know that we’ve just launched the ability to customize your start of the week to Saturday, Sunday, or Monday. You can read more about this update on our blog. Thanks so much for your patience, and feel free to get in touch at support@harvestapp.com if you have questions. Cheers!

Hi @shyamh, This isn’t in our timeline right now, but I’ll add you to our feature request list on this. I’ll also add you to our ticket for resource management. Thanks for checking in!

Hi @okev – This is a really interesting idea, and I’ve added it to our feature request list. Thanks for your feedback!

Hi Andy – Thanks for your suggestion and comments on how we’d implement this. I’ve added this to our feature request. Cheers!

Thanks, @dwhsix! I’ve added your name to our feature request list on this!

Hi Sophie – We don’t have plans right now to add a filter to the budget report, but I’ll add this to our feature request list. Thanks!

Hi @finance1, @a.milli, and @djs, I’ve added you to our feature request list on this. Cheers!

Hi @Yves, I’ll add to our feature request list that you need Harvest, specifically Reports, translated into French. Thanks for your feedback!

Interesting idea, @hoyboy and @a.milli. I’ll add this to our request list. Cheers!

Hi @dan, I don’t believe we have a timeline on this right now, but I’ll add you to our feature request list. Cheers!

Thanks for the feedback, Jim. Adding it to our request list. Hope you’re well!

Hi @jen, @a.milli, and @darrylxxx – Thanks for your feedback! I’ll add including a calendar in Harvest/integrating with Outlook to our feature request list. Cheers!

Thanks for your feedback, @uxte.com and @ddkpe. Adding it to our feature request list!

Thanks for your feedback, @wilco wings, @ben edwards, and @dsueess. @wilco wings – I’ll add a 5pm integration to our feature request list. Cheers!

Hi @a.milli – We don’t have plans to allow locking of timesheets on a daily basis, since that would make the UI more complicated for most of our customers. If you need to lock in smaller units, you can always approve on a per-project basis, or lock certain hours/days by marking them as invoiced via Reports > Detailed Time. Cheers!

Hi David – Thanks for your feedback. It sounds like you need subtasks, so I’ll add your comments to our feature request list on that. Cheers!

Hi @mose and @brandon.w – We’ve got this feature in active development, and we’ll let you know when it’s ready!

Thanks for your feedback, @psheppard and @sheamon. I’ve added it to our feature request list!

Hi @trevorgehman – There’s not a way to schedule an end date for invoices right now, but I’ll add this to the feature request list. Cheers!

Hi @dhenderson – Thanks for your feedback We’re planning this change in a future version of the app, so look for it soon. Cheers!

Hi @dan, @bgarlock, @alas, and @mikey_p – I’ve added your names and comments to our feature request list for the Mac App, and thanks for your feedback!

Hi @gsnixon – I just checked, and there is an option to import from Highrise in the Import/Export menu on Manage > Projects as long as your deals have been marked as Won and have not already been imported into Harvest.

Try syncing your account again via “Edit Highrise Preferences” on Manage > Account Settings, and when the sync is over, click the “Import Won Deals” link at the bottom of the page. It should take you to Manage > Account Settings, and it should show the option to import from Highrise in the Import/Export menu.

Let me know if you’re still having trouble, and we’ll investigate.

Samara

Hi @fabien, We are working on this, and one of the most requested permissions is to allow non-admins to create projects. I’ll add your feedback to our feature request list, and thanks for your feedback!

I’m sorry, @Brent, but that’s not on our timeline right now, either.

@nategasser, I’ll add your name to our feature request list.

HI Brent – Client log-in isn’t in our timeline right now, so I can’t give you a timeframe. Sorry for the inconvenience.

Cheers,
Samara

Hi @will – It sounds like you need a department manager role – would you also want this role to approve time? Have any additional privileges? Thanks for your feedback!

Thanks @thehouseofomni for your feedback – We’re not updating our Invoices section at the moment, but I’ll add your feedback to our feature request list. Cheers!

Hi @benz1,

Right now, only administrators can add projects, and since they can also see all projects, there isn’t a way to restrict the list to only the projects they add. We are, however, working on some new user permissions at the moment, so I was hoping you could tell me more about the additional permissions your need.

Thanks for your feedback!
Samara

Hi Bill – Clients can’t comment on the estimate in Harvest; they can only accept or decline the Web Estimate. Also, accepting a Harvest estimate does not affect your Highrise deals, but I can mark your comments down on our feature request list. Cheers!

Hi @justice – We don’t have this feature in active development right now, so I can’t give you a timeline. I’ll add you to our feature request list, and sorry for the long wait.

Hi @jorisjoppe – That’s not possible right now, but I’ll add your comments to our feature request list. Thanks for your feedback!

Thanks for your feedback, @Trait. Added it to the list. Cheers!

Hi @WesleyDavid – I hope things go well. Let me know if you have any other questions!

Hi @rockin, @Kevin Axe, and @jeremy – I’ve added your feedback to our feature request list. Thanks for being in touch. Cheers!

Hi @jonasvp and @moelering – I’ll make a note that you would like to be able to send invoices in German, Dutch, English, and French.

@gabi_cavaller – Thank you for your honest feedback. At best, I can mark down your feedback, but we’ve got other things we’re working on right now, and we plan on sticking to the timelines for those things. I’m sorry, I know this isn’t what anyone wants to hear.

Cheers,
Samara

Hi @mikieboston, @1saucygirl, @1kenthomas, and thanks for your feedback. I’ve added it to our feature request list on how you’d like customizable invoices to work.

@ben – To address your concern specifically, we have talked about having a few templates for invoices, but since we don’t have this in active development right now, I can’t say with exact certainty if that’s how it’s going to work. I understand your concern that a template my not fit everyone’s needs, but we’re going to do our best to create a few options that can work for everyone.

Cheers,
Samara

Added you to the list. Cheers, @andreasfollmann!

Hi @Greg – Thanks for your feedback! I’m going to add your comments to our feature request list on linked accounts. Cheers!

@nicole_dw – As for how to handle this month’s invoice, I would clarify in the description that the last item on the invoice (the flat-fee item) is not calculated by hourly rate. You’re right, though. This could be confusing for your client, and we need to think of a better way to handle this on an invoice.

To be honest with you, we are not developing this feature right now, but the more feedback we get, the higher it moves on our list of priorities. Thanks for being in touch!

Hi @nicole_dw – I definitely see your point, and I’ll add it to our list of Reports feedback. Thanks!

Hi @nicole_dw – You can see the total Uninvoiced Amount for your account from Reports > Time. The Uninvoiced Amount at the top of the report will correspond to the timeframe you’ve chosen. Does this work for you, or do you still need the totals on the Uninvoiced Report?

Hi @angela and @nicole_dw – I’ve added your comments to our feature request list, and thank you for your feedback!

@henning – That’s a great suggestion, and we do have a separate feature request for invoices in different languages (as opposed to the entire Harvest account – usually, it’s just an issue with client-facing material). I’ll add your comments to our request list, and this will be something we consider when we move forward with making invoices customizable.

Thanks, @Squared Eye!

Hi @Squared Eye, @selene, and @tgosse – First, sorry this post hasn’t gotten any love from us yet! Don’t know how it slipped under the radar.

Second, How would you see a feature like this working? If people could merge projects, what information would you keep from which project? How would we determine that? Any insight into how you’d like this to work for you would be very helpful.

Cheers!

@lonehorseend – I’ll add that to our feature request list for you, but we don’t have plans to change the rounding flow right now. Thanks for your feedback, though. If others had a similar need for individual rounding settings, it would bump up this request on our list. Cheers!

@lonehorseend – Rounding is an all or none setting in Harvest. It’s either turned on or off for all clients and projects. A workaround for this would be to turn it on and off on a case by case basis if you needed it for some clients and not others.

@busse – With the most recent update we’ve launched for Harvest Reports, the Project Budget and Uninvoiced reports will now reflect rounding if you’ve got it turned on for invoices. You can read more about the latest release here.

Let me know if you have questions!
Samara

Hi @lonehorseend – We’ve been talking a lot about adding a way to link collaborating Harvest accounts, similar to the flow you’ve outlined, and it’s high on our list of priorities. Thanks for your feedback, and I’ll add it to our feature request list. Cheers!

Hi lonehorseend – You can choose the option to pay yearly from Manage > Account Settings, Change Plan. If you have any questions regarding your personal billing, it’d probably be best to write in to our customer support at support@harvestapp.com, so we can handle those issues more privately. Let me know if you have any questions, though!

Cheers,
Samara

Hi @flensted – The project is locked because someone has already created an invoice for that project for the time period to which you want to add time. When you invoice, it locks a time period, so if you invoice for a project in the AM, you can’t add hours to it later in the day, nor could you go back to another day that was included in the invoice and try to add hours for that project.

In order to “unlock” the time period, you’d have to mark the hours for that project and that time period as uninvoiced. To do that, go to Reports > Detailed Time, run a report for the locked project, and choose the timeframe that is locked. Once you’ve run the report, you can click “Mark Hours as” and choose “Uninvoiced.” This should open up that time period so you can add additional entries to it.

Let me know if you have questions.

Cheers,
Samara

Hi @lonehorseend – Right now, we only offer PayPal as a means of paying for Harvest if you pay yearly, and we don’t have plans to add additional means of payment for monthly users. Let me know if you have questions.

Samara

My apologies, @izenet! Don’t know how I missed that. I’ll add you to our feature request list for that. Cheers!

Hi @inzenet – You can track time via start and end times. Go to Manage > Account Settings, scroll down and click Edit Preferences, and change the Timestamp option to Track via start and end times.

Let me know if you need anything else!

Cheers,
Samara

Hi Justin – You do have the option of deactivating PayPal if it’s too confusing for your clients. Go to Invoices > Configure > Online Payments, click into the PayPal settings, and click the Deactivate PayPal link at the bottom of the page. This way, the PayPal button will no longer appear in the invoice, but clients could pay via another gateway if you have one set up.

Cheers,
Samara

@stevensonmedia – I think that sounds like a great work-around, and I’m glad you’re happy with Harvest overall!

@robertsf – I’ll add you to our feature request list on this, and also add that you’d like to be able to report on this feature. Thanks for your feedback!

Hi @stevensonmedia – Thanks for the glimpse into your workflow, and I’ll add you to our feature request list on this.

To be perfectly honest, this isn’t something we have in our timeline for the immediate future, so there’s not a way to keep tabs on development. We’ve got a few other things we’d like to add to Harvest first.

Cheers,
Samara

Hi Timothy – We can turn off the unit price and quantity columns on our end for you. They’ll still show while you’re creating the invoice, but they won’t show on the final copy of the invoice (what your client sees). Am I correct that’s what you want? I can go ahead and do that for you. Cheers!

Hi Adrian – Under Reports > Time, you can click into any project report and (if you’re viewing the Project Lifespan) see the total billable amount for the project, and the billable amount for a person throughout the entire project. However, we’re not planning on adding an additional column that show the “cost” of each person on the project (which, it sounds like, means the percent of each staff member towards the billable amount of the project). Sorry for the inconvenience.

Hi @jalabiso – From Reports > Project Status, in the Project Budget view, clicking Export to [CSV/Excel will give you an export with a summary of all project budgets. It will show the project, the budget, how much of the budget has been spent, the percentage of the budget spent, and what you budget by.

However, if you click into a project and are looking at the details of a project budget, the export, as you noticed, only shows detailed time entries. It does not show the budget.

I can add to our feature request list that you’d like a detailed export of the project budget, and thanks for your feedback!

Hi James, You can create an invoice from the estimate after it has been accepted, but you can’t invoice for only a percentage of the estimate. I’ll add you to our feature request list on this. Cheers!

Hi James – After an estimate has been accepted, a Create Invoice button will appear on the top right of the estimate.

Let us know if you have any other questions!

Hi @karenand – I agree, the trash icon is a bit confusing, especially because it can have two different functions (if no time is tracked to a task, the trash button will delete it), and having the archive interaction more closely match that for projects and people would be an improvement to the app. We aren’t working on the Tasks section of Harvest right now, but I will document your feedback, and thanks for being in touch!

Hi @wesleydavid – I think the problem might be that in your account, the Time Display (Manage > Account Settings) is set to view time in Decimal format vs. HH:MM format. The iPhone app only tracks time in HH:MM format, so the amount of time you track on your iPhone looks different that the amount that shows up when you’re logged in via a web browser, but is actually just a different format. For example, 2 minutes will look like 00:02 on the iPhone and 0.04 in Harvest when your Time Display is set to Decimal.

Let me know if this is helpful, and if not, we’ll look into what the problem might be.

Cheers,
Samara

Hi gz@clozure.com and Jim – Thanks for your feedback! We’ve talked about adding some type of audit log/trail to Harvest, though we haven’t decided whether that would be section-by-section, or account-wide, but it’s something very high on our list of priorities. Cheers!

Hi @filmboymedia – We’re not working on this right now, but I can add you to our feature request list. Thank you so much for your feedback!

@bgarlock, thank you so much for the kind words. Cheers!

Hi @porchlightatl – This looks like something that might require further investigation, so I am going to pass this along to our support team. You’ll be hearing from them soon. Cheers!

Hi @deesee – I think our goal is actually to have a way to convert estimates into projects, instead of simply marking the estimate as closed. I’ll add your comments to our feature request list, and thanks for being in touch!

Hi @firebits – I’ll add you to the list for the Xero integration, and thanks for your feedback!

Hi @Ben – We don’t have plans to integrate with Kashflow right now, but thanks for your suggestion!

Hi @Vern – In order to delete dummy projects, you have to delete all time associated with those projects. In order to delete dummy clients, you have to delete all projects associated with those clients. Essentially, delete the dummy time first, then the dummy project, then the dummy client. More on that in our Help Center.

Let me know if you have any more questions. Cheers!

Hi porchlightatl – I’m sorry you’re running up against some trouble, but I did take a look into your account, and I saw start/end times on every timesheet I looked at. Is it possible that this is an issue with the internet in your office? Does this happen when you access your timesheets from a different place? If the problem persists, write-in to our support team at support@getharvest.com, and we’ll have someone investigate further. Cheers!

Added you to the list. Thanks, @willb!

Thanks, @all, for your feedback. I’ve added you to our feature request list for day rates!

Hi @all – Thanks for your feedback on this. I’ll add you to our feature request list for needing to see the total taxes for expenses only. Cheers!

Hi @bigwombat, @Jim, and @jonnytm – Thanks for your feedback. We don’t have plans to add this feature right now, but I have added your names to our feature request list in the event that this is something we add in the future. Cheers!

Hi @edr – Thanks for the follow-up! We do plan on adding this anyway, but your feedback is very helpful. Cheers!

Hi @kpres and @bens – Thanks for your feedback. With invoice customization, as of now, the plan is to create a few templates that could be usable in many scenarios. We haven’t started developing this feature yet, so it’s not a matter of things taking two years. We do plan on working on it this year, and we’ll keep you both posted. Cheers!

Hi bgarlock – We don’t have a planned feature request page, but we did talk about how we handle feature requests on our blog a few weeks ago. If you’ve got feature suggestions, either add them on the forum, or write into support at support@harvestapp.com. Cheers!

@ovidiu – Sorry, but there’s not a way to insert a break automatically into your timesheets. You have to add that manually.

Let me know if you have other questions!
Samara

Hi @edr – Thanks for your feedback. We’re hoping to get to this feature this year, so I’ve added you to our notification list. Cheers!

@ovidiu – you’re welcome! Let me know if you need anything else.

Hi @jimmy – Thanks for your feedback. When we revisit the timesheet flow, we’ll this in mind. Cheers!

Hi @all, We don’t have any plans to change the expense flow right now, but I’ve added all of your names to our feature request list. Cheers!

Hi @ideaworksgal – This is not something we’re working on, but I will add you to our list of people who’ve asked for this. Cheers!

Thanks, @linkpositive, for the insight to your workflow. Added you to the list. Cheers!

Hi @trevorgehman and @simon, I’ve added your suggestions to our list on payment gateway integrations. We’re not adding more at the moment, but we’ll visit this in the future. Cheers!

Hi @ovidiu, I did look into your account, and everything looked fine. Since you started using start and end times on Friday, only that entry, and any future entries, will show your start and end times. It also only shows once you stop a timer. Also, if you run a detailed time report, you should see start and end times starting as of Friday.

If you’re still having problems with this, you should write into our support team at support@harvestapp.com.

Cheers,
Samara

No, it wouldn’t. At that point, we’re not hosting the transaction, so we can’t add the fee.

Cheers,
Samara

Hi @theitsquad.com.au – We’re not planning on adding PayPal fees automatically, but you could add that as a line item on your invoices. On our end, there’s no way to tell exactly how a customer will pay an invoice – you could have PayPal enabled, but we don’t know that that’s how your customers will pay.

Let me know if you have questions,
Samara

Hi @adlerppt and Jim – Added you to our feature request list on this. Cheers!

Hi Jim and @yootutor – I’ll add you both to our feature request list on this. This isn’t an update in our immediate game plan, but it is something on our radar. Cheers!

Hi Jonny – Thanks for your feedback. We don’t have plans to change the dashboard at this time, but I’ll add you to our request list of people who need the dashboard to be more sensitive to multiple currencies. Cheers!

Hi @ovidiu – Thanks for your feedback! You could use Reports > Detailed Time as a “timesheet” for your client. This will give you an exportable report of all of your time entries for a given timeframe. If you have your Timestamp set to track via start and end time (go to Manage > Account Settings, click “Edit Preferences,” and change this under “Timesheet timestamp”), this report will also show when you started and stopped a task. It will also show any notes you enter while you’re tracking time.

Right now, there’s not a way to automatically insert breaks into your day, or bill at different rates based on the time of day/site you’re at, but I will add these to our feature request list for you. Cheers!

Hi @firebits – We don’t have any plans to build an iPad app right now, but I can add you to our feature request list about this. I’m sorry about the trouble you’re having, but we don’t have a workaround for it right now. Cheers, Samara

Hi @sterlingz – I agree, it would be very helpful if you could attach receipts to an invoice, and I’ll add your comments to our feature request list. To be honest, we have a few other things in the works before we attack this issue, but it is something on our radar. Cheers!

Hi Jim – Thanks for the glimpse into your workflow. I’ll add this to our feature request list for you both. Cheers!

Hi @macsamurai and @Timothy – Adding both of your comments to our feature request list. Thanks for your feedback!

Hi @rubendel – Thanks for your feedback. @Jim has some great advice, and a good workaround is to keep a PDF of an invoice outside of Harvest. However, a history of your invoices in Harvest would be valuable and I’m adding your comments to our feature request list. Cheers!

Hi @Justine – This isn’t possible right now, but it is a popular feature request. I’ll add you to the list of people who’ve asked for this. Cheers!

Hi @all – Thank you so much for your feedback. We’re not working on an invoice search in the near future – we’ve got some other features in our timeline that we plan to work on first – but I have added all of your comments to our feature request list. Cheers!

Hi @thebluegroup – Thanks for bringing this to our attention, and I’ve added it to our feature request list for you. Cheers!

Hi @adlerppt – Thanks for your feedback. Could you tell me more about what invoice terms you want to specify by client?

Cheers,
Samara

Hi Timothy – Thanks for your feedback, and I’ve added it to our feature request list. Cheers!

Add you to the list, Justine!

Hi Justine – Thanks for your additional feedback, and I’ll add it to our request list on this.

Also, since we don’t have a report that shows the project total less expenses, I’d recommend running an Expense report to get the total you’re charging for contractors, and use that with the Invoice report to get the total you need.

Cheers,
Samara

Hi Jim and @Barak, We aren’t working on implementing this right now, but thanks for your feedback, and I’ve added your comments to our feature request list. Cheers!

Hi @akr, Jim, and @RhynoDesigns – Thanks for your feedback! I’ve added showing the hours total on invoices to our feature request list. The workaround I’d recommend is exporting a Time report and sending it along with your invoice.

Also, @akr, your invoice does show that you sent a reminder in the Invoice History, but it says that you sent the invoice, and doesn’t differentiate between that and a reminder. This is a bit unclear, so I’m going to make a note about it.

Cheers,
Samara

Thanks, Aaron and Jim. Added both or your comments to our feature request list on purchase orders. Cheers!

Hi @shpigford – Unfortunately, if your clients are having trouble paying while in PayPal, you should contact PayPal customer support. Since Harvest doesn’t host the transaction, there’s not much we can do on our end. I’m sorry we can’t be more of a help.

Cheers,
Samara

Hi @cjuon – You’ve done exactly what I would have recommended by putting your PayPal information in the Notes section of your invoice.

Also, the $0.50 transaction fee is for PayPal Business Payments (so a different type of PayPal plan that Website Payments Standard), and isn’t a lower fee that happens solely because you’re invoicing from Harvest. Put simply, if you have a PayPal Website Payments Standard account, you’re going to pay the standard PayPal fees no matter whether your customers are coming from Harvest or are manually entering a URL.

Let me know if you have questions.

Cheers,
Samara

Hi @Jim and @scophone, added your comments to our feature request ticket on this. Thanks for your feedback!

Cheers,
Samara

Thanks for your feedback, @Lowe and @Jim. Added you to the list!

Hi @Gabi – Yes, there are differences between the PDF invoice and the invoice you see in your browser, but if you print your invoice from the browser, it will be in the same format.

Invoice customization is on our schedule for the coming year, but we don’t have a definite timeline for it right now.

Cheers,
Samara

Hi @zabisco – You can budget by person under Manage > Projects, and those budgets show when you are looking at a Project report with the timeframe set to Project Lifespan. Did you need something more specific than this?

Cheers,
Samara

Hi @expressmart – added you to our request list on this.

@zabisco, to be perfectly candid with you, we don’t have this in our timeline for the coming months.

Cheers,
Samara

Hi @verticalit – We don’t have this in the works right now, so no timeline.

Added you both to @Bob’s request, @Jim and @expressmart. Cheers!

Hi @all – I’ve added all of you to our feature request list for an iPad app, and thanks for your feedback!

Hi @sophiedennis – Thanks for your feedback. I’ll add an invoice report that can be broken down by line items to our feature request list. Cheers!

Hi @sophiedennis – Thanks for the glimpse into your workflow. I’ve added your comments to our feature request list re: retainers tracking against hours, not a flat cash amount, and mixing retainer/non-retainer items on the same invoice. Cheers!

Thanks for you feedback, @ovidiu! I’ve added your comments to our feature request list. It’s definitely helpful to know that translations are more useful for client-facing portions of Harvest. Cheers!

Hi Bob – Thanks for your feedback. We’re not working on making changes to the forum right now, but I can add this to our feature request list. Cheers!

Hi @thebluegroup – Thanks for your feedback. Added it to our notes on this. Cheers!

Thanks for the comments, @Jim. Adding them to our feature request list. Cheers!

Thanks, @Jim – We mark the invoice as paid since it’s automatically drawn from the retainer, and we want to save you the work of having to manually mark it as paid. Since you have to use the Send thank you form to send your client a copy of the retainer invoice, I’d just change the subject and content of that email to match the situation (as you outlined). We don’t have any plans to revamp this flow, but I can add your comments to the feature request list. Cheers!

Hi @Jim – I don’t believe that’s a bug, but thanks for pointing out the discrepancy. We should definitely link those invoices to the retainer as well. Cheers!

Hi @Jim – Thanks for bringing this to our attention. I’ll make sure it’s on our feature request list. Cheers!

Thanks for your comments, @niklo and @Jim. I’ll add them to our notes on customizing invoices. Cheers!

Hi @billyspyros – We’re not making any changes to the Highrise integration right now, but thanks for giving this request a push. I’ll add your name to our feature request list. Cheers!

Hi @RunPixelRun and @Lowe, Thanks for your feedback! I’ve added you to our list on this. Cheers!

Hi @Lowe – Thanks for the idea. We don’t have plans to add additional charts to Reports right now, but I’ll add this to our feature request list for you. Thanks for the feedback!

Hi @vince and @lowe – Thanks for bringing this to our attention. We haven’t talked about linking Reports with the Manage section, but I can add this to our feature request list for you. Cheers!

Added you to our notification list, @scophone!

Hi Jim, I’ll add this to our request list for you. Cheers!

Hi @tracyfloyd – Added to the list. Cheers!

Hi @Kevin Axe – You could use the retainer feature for this. One potential flow would be to bill your client the entire amount due at once (like you would with a normal retainer), but specify on the invoice the different amounts due and when they’re due. So you’d have 50% of the invoice due up front, and then, at the end of the project, they can pay you the remainder.

I’ll also add you to our feature request list on this.

Cheers,
Samara

Hi @paulhobbs – Added to the list. Thanks!

Hi @Lowe – Thanks for your feedback. We’re working on our Reports section right now, and I’ll add your comments about having budget reporting across all projects to our feature request list.

Also, there’s not a way to show the “real” cost per hour per person, but I’ll put this on our request list as well.

Cheers,
Samara

Hi @urbanroyal and @sanseven – Thanks for your feedback. I’ll add creating a native Mac app for Harvest to our feature request list. Cheers!

Hi @Jim and @sanseven – Thank for the feedback. We’re in the process of making changes to the Detailed Time report, and I think this use case would be best applied there. Obviously, I know you want that capability in the summary Time report, so I’ll also add this to our feature request list.

Cheers,
Samara

Hi @tcheadle – If you’re manually recording a payment, Harvest doesn’t automatically notify your client, but you can manually send them a thank you by clicking the “Send Thank You” button on the invoice (will appear where “Send Invoice” is after payment has been recorded). Right now, there’s not any plan to make sending a thank you automatic, but I can add this to our feature request list for you.

Cheers,
Samara

Hi @Jim, thanks for your feedback. Great suggestion, and I’ll add it to our request list. Cheers!

Hi @deesee79 – Added you to our list. Also, thanks for the glimpse into your use case; the part about matching tasks in estimates and projects is especially helpful. Cheers!

Hi @Jordan, There are a couple things you can do. First, @Jim Kring’s work-around is what I would have recommended myself. You can track the cost of the project in the project notes, and refer to that information before invoicing. Second, if your billing takes place before the project is completed, then the retainer feature would work best. Again, that depends on the billing set-up you have with your client.

@richardp, thanks for your feedback, and I’m sorry we don’t have this option right now. We’ll be in touch in the event that we do add it.

@Jim, thanks for the work-around. It’s very helpful.

Cheers,
Samara

Hi @awfy – Glad to hear things were resolved. Please let me know if you have any other problems.

Cheers,
Samara

Hi @frankly – Right now, there’s not a way to track fixed fee projects outside of creating a free-form invoice. I can add you to our request list on this, and thanks for your feedback.

Cheers,
Samara

Thanks for the feedback, @gagarine. I’ve added it to our feature request list. Cheers!

Hi @celso,

You can export expenses from Reports > Expenses. Run a report for the expenses you need, and you can export it to Excel or CSV.

Cheers,
Samara

Hi @macsamurai – Thanks for your feedback. I added your comments to our feature request list, and they’ll be really helpful when we make some changes to the Timesheet section of Harvest.

Cheers,
Samara

Hi @rob – You’re right, it’s not possible to budget per person per project. This is on our request list, though, so I’ll add your name to the list of people who’ve asked for this. Thanks for your feedback!

Hi @kleg,

You can see that now, minus the rate information, from Reports > Time if you click into a project, look at the Staff tab under that project, and choose a custom timeframe. Besides the absence of rate info, does this work for you?

Cheers,
Samara

@jguice and @jordan– I’m sorry about the wait. Our timeline of goals/requests has changed, and we’re focusing on the projects outlined in the blog post you mentioned.

@Jim, I’ve added you to our request list on this.

Cheers, and thanks, as always, for all of your feedback.

Hi @kincyc – Thanks for your feedback. I’ve added you to our request list on this.

Cheers,
Samara

Hi Tommie – Glad this solves the problem. Let us know if you’ve got any other feedback!

Hi @tjompa – Do you need to credit a specific item? You can always enter a negative sign in the unit price column, and that will show up as a negative line item on the invoice. Then you can re-send that invoice to your client. However, there isn’t a way to send a written-off invoice right now from Harvest, but I’m going to add this to our feature request list. Thanks for bringing this to our attention.

Cheers,
Samara

Hi Chris – Thanks for getting in touch! Modifying our user permissions is on our to do list for the year, so I’m going to add your comments to our feature request list on this.

Cheers,
Samara

Hi Katie,

What are you looking to compare? In Reports > Time, you can click on the projects tab, change your timeframe to the last six months (choose custom timeframe, and enter dates), and you’ll see all of the hours, billable hours/percents, and billable amounts for the last six months for those projects. Did you need something in addition to that?

Cheers,
Samara

Hi @Iain, @gpb, and @cww, Thanks for checking in. I’ve added you to our feature request list on this!

Cheers,
Samara

Hi @theaboutbox, Thanks for your feedback, and I’ll add it to our feature request list on this. Having different in/out rates for contractors is on our to-do list (http://www.getharvest.com/blog/2011/02/how-we-h...), but not something we’re working on right now. It’s in line for this year, though, so stay tuned!

Cheers,
Samara

Hi @Justin and @Willb – No updates on this feature yet. It’s definitely on our radar, but we’ve got a few other projects in the works before we get to client log-in. In the meantime, thanks for your patience.

Cheers,
Samara

Hi @jayne, @kthurman, and @DanB – We don’t have flat fee projects in our timeline of features to implement, but I can add you to our feature request and keep you posted as to whether this feature moves up on our to-do list.

Cheers,
Samara

Hi @kleg – I want to clarify what you’re asking for. First, are you asking for changes regarding the Time report or Detailed Time report? For the Time report, is what you need Staff rates in addition to billable amounts? For the Detailed Time report, you need the ability to sort and rate information, correct?

Once I’ve got this, I can document your feature request,

Cheers,
Samara

Hi @tgarrood, I’m adding you to the list. Cheers!

Hi @badgerboy, We are not working on vacation/sick day tracking right now, but that is something on our radar for this year. More about our upcoming feature requests on our blog.

Cheers,
Samara

Hi @all! We’re happy to announce that the Harvest Android app is finally ready. You can download it in the Android market, and you can read more about it on our blog. Thank you for your patience, and let us know how it works for you!

Hi @10000things and @RhynoDesigns – Adding you both to our feature request ticket on this. Cheers!

Hi @george andrews, @thebluegroup, and @Peter van Teeseling, Thanks for bringing this to our attention. I’m add your comments to our feature request on this. We aren’t revisiting the estimate-to-invoice flow right now, but this is something we’ll address when we do. Cheers!

Hi @10000things, I will add this to our feature request list for you. I agree that it would make things more clear. Cheers!

Hi @Brian Rowland and @janamills – Thanks for your feedback. Budgets by timeframe is pretty high on our to do list (more on our to do list on our blog), but I don’t have a timeframe for you now as to when that will be added to Harvest. In the meantime, I’ll add your names/feedback to our request list.

Hi @kingjeffrey, I’ll add your name to our feature request list on this, too. Cheers!

Hi @tricciardi – I’ve added your name to our feature request list for this. Thanks for your feedback!

Hi @jenterp – Thanks for your feedback! We’ve had a few requests for some sort of integration with Google calendar and other calendar apps, so I’m adding your name/comments to our feature request list. Cheers!

Hi @porchlightatl and @Jim – Thank you both for some ideas on how we can refine user permissions in Harvest. This year, we’ll be thinking about how we can make user permissions more flexible, and while I don’t know that we’ll add different kinds of users, it is helpful to know what you’d like different roles be able to do. Cheers!

Hi @kawika and @rpghtan, I’ve added you both to our feature request list for this. We’ve got a few other things we’re working on before this moves up the list, but thanks for checking in..

Thanks, @gpb. I’ve added your name to our feature request list as well.

Hi @simone, we haven’t added this feature, but I can add your name to our feature request list on this. Thanks for checking in!

Hi @organech – Thanks for getting in touch. A search function would enhance Harvest in a lot of ways, and we’ve thought about whether it would be better to add a global search to Harvest, or to different sections as needed. This isn’t something we’re working on right now, but I’m adding your name to our feature list.

Cheers,
Samara

Hi @mikeorren and @abel acuna – I’ve added both of your names to our feature request list. Thanks for checking in!

Hi @jamesbloor, I’ve added your name to our feature request list. Thanks!

Hi Damon – Thanks for checking in.To be honest, this feature isn’t on our roadmap for the next few months. I’m sorry for the inconvenience, and feel free to let me know if you have any questions.

Cheers,
Samara

Hi @irahim – Glad that you were able to get things started! Yes, you create projects on a per-client basis. Also, you can still track time for that project even though you sent an invoice for it. Sending an invoice only locks the hours that were part of the invoice, so time after the invoice was sent is unlocked.

Let me know if you have any questions!

Cheers,
Samara

Hi @dougell76 – I’ll add your name to our feature request list for a possible JIRA integration. Thanks for getting in touch!

Hi @bswatson, thanks for getting in touch! I’ve added you to the list.

Hi @Susan Snipes – We’ve heard this request before, so I’ll add your notes to our feature request list. Cheers!

Hi @Susan Snipes – Thanks for your feedback! I’ll add this to our feature request list for you. Cheers!

Hi @christianaj – Forgot to tell you earlier, Xero is interested in integrating, and you can add your vote to their forum to push it! http://is.gd/3HSLpI

Hi @christianaj – We don’t have a Xero integration in development right now, but I will add your name to our request list. Cheers!

Hi @Jim Kring and @cpaige – Thanks for the request! I’ll add this to our feature request list on how we can make invoice reporting more powerful. Cheers!

Hi @gauchomatt and @Danielle Signor, thanks for your feedback! I’m adding it to our feature request list. I think the iPhone app would be especially helpful for recording payments on the go. Cheers!

Hi @Ellen, @Byrne Reese, @lifeforms, @hunto, and @Jim Kring – I’ve added all of your names to the feature request list on this topic. @Ellen, this feature is not in active development right now, but the more we hear about it, the higher on our list of priorities it goes. Thanks, @all, for getting in touch!

Thanks @JNagy and @Austin Siewert for your feedback! I’ve added them to our feature request notes on this topic.

Hello @JNagy, @davidcroft, @biscuitsudios, and @mikebob – I believe this issue is getting some attention in the near future. I’ll add you all to the list on this, and thanks for keeping in touch!

Cheers,
Samara

Hi @gagarine – Thanks for letting us know you need this. What languages are looking for?

Cheers,
Samara

Hi @luckman212 and @Jim – Thanks for bringing this to our attention. You’re right – this functionality can be counter-productive, and the last thing we want is for people to continually delete invoices and start over. Thanks again for the feedback!

Cheers,
Samara

Hi @tima and @jnagy – Thanks for this glimpse into your workflow. It sounds like you need an option to track monthly retainers, and also to have a way to close (and re-open if necessary) a retainer that’s not empty. I’ve opened up a feature request ticket for this, and thanks again for your feedback!

Cheers,
Samara

Hi @gundling – Glad to get you thinking! No feedback is too much. We’re always happy to receive such enthusiasm from our customers :) Cheers!

Hi @andyk,

Right now, the only way to track expenses against a budget is to track your budget by total project fees. Your right – the other budget methods don’t include expenses. How do you track your budgets normally? Would it be helpful to track budgets for time/expenses separately?

Cheers,
Samara

Hi @umb_evelyn – Thanks for getting in touch! The reason we have it so you can submit your timesheet at any time is because everyone needs to submit timesheets at different times during the week. Maybe you’re going on vacation for Thursday and Friday, so even though those days haven’t happened yet, it makes sense to submit a timesheet on Wednesday. Since your timesheet isn’t locked after you submit it (only after it’s approved), you can still enter time for this week, and re-submit it later. Also, since submitting a timesheet is a two-step process, this allows someone who inadvertently hit the “submit” button to cancel the submission.

Please let me know if you have any questions about this!

Cheers,
Samara

Hi @robertcole – We’ve got this on our feature request list, so I’m adding your notes to that ticket. To be honest, we aren’t working on project budgets right now, but like you said, other people might need this, and the more feedback we hear, the higher something gets pushed on our list of priorities. Thanks for checking in.

Hi @Steve – Thanks for outlining this flow. I’m adding it to our feature request list. Cheers!

Hi @JNagy and @hugowren – I can add this to our feature request list for you, but I have a question first: on your end, what do you do with the funds when your client doesn’t use them all? Do you return them? Do you transfer them to a different retainer? Keep them regardless?

Cheers,
Samara

Hi Rob,

Wow, thank you for taking the time to let us know how you work. I appreciate you taking time out to give us such a detailed glimpse into what you need. I’m going to add this request to our feature request list. I don’t believe we’ve heard this one before, and it’s possible other people need it, too.

Also, you said it would be helpful to start tracking time on a non-existant project right from the timesheet. We’ve chatted about allowing people to create a project from the timesheet, and as we revisit how the timesheet works in the coming year, this will likely come up again. Thanks for letting me know that this would be useful to you, and I’ll add your name to our request list.

Thanks again for taking the time to chat, and feel free to let me know if you’ve got questions.

Cheers,
Samara

Hi @adamrandall and @reyez! – Thanks for your feedback! Added you both to our feature request list. Cheers!

Hi @conrad.decker, @RunPixelRun, @gauchomatt, and @psheppard – Thanks for your feedback! Adding your comments and request to our list. Cheers!

Hi @porchlightatl – Sorry, but you have to delete one of the clients and manually combine the two entries. We really should have some way to prevent the creation of duplicate clients or merge clients, so I’m going to add these comments to our feature request list for you.

Cheers,
Samara

Hi @gundling – Thanks for the feedback! A few questions for you:

1) What do you mean by assigned? Does that mean there have been people added to the project?
2) What do you mean by waiting on clients or parts in terms of the Harvest workflow (they’ve accepted an estimate, they’re in the process of setting up a retainer, etc).
3) How would “closed” work if you bill multiple times?

It might be easiest to just give me a glimpse into your workflow. Thanks for taking the time to write in!

Cheers,
Samara

Hi Philip – This isn’t possible right now, but it’s on our feature request list, and something we’re keeping in mind as we revamp reports.

Cheers,
Samara

Hi @byrnereese and @gundling – As @gundling mentioned, you can set rounded hours on your invoices under Invoices > Configure > Default Values. Let me know if you have questions about this!

Hi @ pelton interactive – Thanks for your comments and workflow! I’m adding them to our feature request list.

Cheers,
Samara

Hi @firebits – You can change your fiscal year under Manage > Account Settings > Edit Preferences. You’ll see a category that says “Fiscal Year,” and you can start it in June so that your calendar year ends 5/31.

Cheers,
Samara

Hi @bradesp, @yootutor, @chip beaulieu, @Jim, and @david – Thanks for the additional feedback. The more we hear that people need something, the more likely we are to implement it, and it looks like this is an important aspect of many people’s work flows. Adding your names to our request list on this, and thanks for being in touch!

Cheers,
Samara

Hi @kawika, @byrnereese, and @macsamurai –

Thanks for your feedback, and for outlining how you’d incorporate this into your workflow. This feature keeps moving higher and higher on our list of priorities, so feel free to send along any additional suggestions, and we’ll keep you posted.

Cheers,
Samara

Hi @macsamurai – You’re certainly not crazy, and you’re right – that’s one of the few small things that distinguishes a Solo plan from a Basic or Business plan. I’m sorry for the inconvenience!

Hi @bymereese – I don’t want to mislead anyone – this isn’t a feature we have in the works right now, but now that we’re hearing more about it, it’s been put on our radar. As more people let us know they need it, it becomes more likely that this will become a feature we’ll add to Harvest. Thank you so much for your feedback and outline of your workflow. It’s really helpful!

Cheers,
Samara

Hi @mjansick – Such a nice offer! We’re happy to design it, but you’re more than welcome to send along any ideas you have. I’ll be in touch.

Cheers,
Samara

Hi @ defunct,

Question – which reports are you looking at specifically? The Time report doesn’t take rate into consideration, but would you like it to? Thanks!

Cheers,
Samara

Hi, @all! Thanks for bringing this to our attention. I’ve started to hear it in from our customer support, so it’s on our radar now. I’m making sure it’s on our feature request list, and thanks for all of your feedback!

Cheers,
Samara

Hi @psheppard,

We don’t have a vacation feature yet in Harvest, but when we build one, we’ll definitely keep in mind that there’s a few parts of the process, including tracking PTO and submitting for/approving time off. Thanks for keeping this on our radar, and let me know if you have any ideas on how you’d like this flow to work in Harvest!

Cheers,
Samara

Hi @barvybe –

Thanks for getting in touch! We have heard the suggestion to add people to projects by checklist, but we haven’t heard your similar request pertaining to tasks. This is valuable feedback, and it brings to our attention that we need to reevaluate both of these flows. Thanks again!

Cheers,
Samara

Hi @Jim –

I totally agree. We need to be better about preserving historical records (invoices, rates, etc.) in Harvest. I also like the idea of having Harvest automatically record in the Invoice history any changes made to the invoice. Thanks for the feedback!

Samara

Hi @Jim –

Thanks for the feedback! We’re playing around with the idea of making reports editable; however, we aren’t sure we want to make it so there are two separate ways to edit time (in Reports and in Time). We had thought about just linking Detailed Time reports to time entries, so it’s easier to jump back and forth. This does present a good case, though, for why we should consider making time editable from two parts of Harvest, and it gives us another perspective from which to approach the problem. Thanks, as always, for taking the time to chat!

Samara

Hi @ace adventure scotland and @Jim Kring – Thanks for checking in! I’ve heard before that people would like a way to easily move data between projects, but this leaves us with a very vague picture of what people actually need. Do you want to move time data? Invoices? Budget information? Something else? How do you see this working when you’re in your workflow and you want to do XYZ to move the data between projects?

Thanks for any additional feedback you guys have!

Cheers,
Samara

Hi @macsamurai – The reason you can’t find timesheet reminders is because this is not enabled for Solo plans. Reminders are part of Timesheet Approval, which is only available for Basic and Business plans. Sorry for the inconvenience!

Hi @macsamurai – Thanks for your feedback! I’ve added your comments to our feature request list. Cheers!

Hi @macsamurai – Thanks for your feedback! I was wondering if you could tell me how you’d see this working from within Harvest. I understand that rate charged vs. rate paid dilemma, but where would you like to specify these differences in rates? On a client/project/person level? Something else entirely?

Thanks!
Samara

Hi @sandyhov – The solo plan does not have timesheet approval. I see that you’re on a solo plan, and that’s why you can’t find this feature. Sorry for the inconvenience!

Hi @inbloome,

Having different internal/external rates is something that’s on our to-do list, but it’s not in active development yet. I was wondering if you had some thoughts on how this would work. Would like to be able to apply internal/external rates at the client/project/person level? How would this work best for you?

Cheers,
Samara

Hi @gauchomatt, Thanks for passing along a couple examples of how you’d like things to you work. You’re right – we’d probably do things differently as a web application, but this definitely gives us ideas to work with. Cheers!

Hi @certasoftLLC – We’re working on redoing our reports section right now, so I’ll mark down this request for you. We’ve thought about this, as well as making it so you can directly email reports from Harvest. It’s good for us to keep in mind that some people would prefer this in PDF, so thanks for your feedback!

Hi @ macsamurai – Thanks so much for your ideas on how this would work. Feedback like this is incredibly helpful when we are building features. Cheers!

Hi @Brian – Thanks for the feedback. This is on our radar, and I’m adding your comments to our feature request on this topic. Cheers!

Hi @macsamurai – No, you’re not missing anything. Right now, you can’t add attachments to invoices. I’m sorry for the inconvenience. Quick question, though: how do you see this interaction working? Automatic upload when you include expenses? Attaching a separate document? Something else?

Cheers!
Samara

Hi @webagency, We’re currently working on some changes to our Reports section, and having an all-time/lifetime option is on our list. Thanks for getting in touch!

Hi @jaapost and @Jim – Thanks for the feedback! We’ve been discussing this within the Harvest team as well, so you’re both right on target. Adding you guys to the list of people who have gotten in touch with us about this.

Hi Ben,

We’ve gotten quite a few requests in for turning an estimate into a project, and that’s definitely on our radar. Thanks for your notes on how this would work. I’ve added them to our feature request list.

Cheers,
Samara

Hi @CetrasoftLLC –

We’ve already got creating sub projects/sub tasks on our feature request list, but thanks for your notes on how it would work (especially at the estimate level). I’ve added them to our list!

Cheers,
Samara

Hi @kgalitz –

Right now, anyone who can view the budget receives budget notification emails. If you have “Show budget report to all employees and contractors” selected, then everyone will receive notification emails for that project. However, if you uncheck “Show budget report to all employees and contractors,” then only project managers and administrators will receive those emails. Otherwise, there’s no way to hand-pick who receives those emails and who doesn’t.

Let me know if you have questions!

Samara

Hi @sdanguer – Thanks for getting in touch! A couple of questions for you:

1) Could you tell me about the additional reporting/analysis needs that your company has, and what you’d like to see in Harvest to meet those needs?

2) Which fields that are displayed in Harvest are not showing up in your Excel exports, and which reports are missing these fields?

Cheers,
Samara

@ukmgranger and @macsamurai – I’ve added you to our feature request list for this. Thanks for writing in!

Hi @greg, We’re aware of the problem caused by switching employee rates and changes in historical records. I can’t offer you a timeline as to when we’ll change how we handle this, but it is on our radar.

Cheers,
Samara

Hi @urbanroyal, thanks for the example of an invoice customizer. It’s very helpful!

Hi @macsamurai and @niccottrell –

The filters in Invoices > Overview page, and the reports from Invoices > Reports, were supposed to be a catch-all in terms of searching through invoices. Obviously, this doesn’t catch things like invoice subject lines or specific line items, so I’m going to add these comments to our Feature Request log.

Thanks for your feedback!

Cheers,
Samara

Hi, @macsamurai –

We’re starting to get more and more requests for search throughout every part of Harvest. I’ll add your comments to our feature request list, and thanks for the feedback!

Cheers,
Samara

Great! Glad to hear it, @ocorral!

Hi @trevorgehman,

Allowing people to record payments, specifically checks, is a great reason to bring some invoicing capabilities into the iPhone app, and I’m going to keep this in mind. Thanks so much for sending along your feedback!

Cheers,
Samara

HI @reuven,

Thanks for getting in touch! One alternative for you would be to view which projects have uninvoiced hours from Reports > Project Status. If you’re in the “Active Projects” view, you’ll see a column with uninvoiced hour totals. When you click into one of those projects, select “Create Invoice” from the “More Actions” menu. This takes out all of the guess work as to whether a project has uninvoiced hours or not.

However, I do agree that we should make it more obvious that a project has uninvoiced hours from Invoices > Overview. This would be a much simpler flow than visiting Reports > Project Status first. I’m going to add your comments to our Feature Request list, and thanks again for your feedback!

Cheers,
Samara

Hi @niels,

Under Invoices > Reports, you can generate a report for all invoices from last quarter. Click “Create Report,” and select “Last Quarter” as your timeframe.

Let me know if you have questions!

Hi @ocorral,

Sorry! I wasn’t very clear in my earlier post. You can find the box to uncheck when you hit the “Send Invoice” button. Here’s a screenshot to help you out:

Uploaded with Skitch!

Let me know if you have any questions!

Hi @ocorral,

Thanks for letting me know that we need to update that FAQ. Since we’ve integrated with other payment gateways, the flow is a little bit different. Instead of a box to disable payment via PayPal, there is a box to uncheck if you do not want to include a copy of the Web Invoice. This would disable your client from viewing the invoice online, though they could still view a PDF of the invoice, and it would also disable them from paying via PayPal. Of course, it also prohibits them from paying via another gateway if you happen to have two.

I hope this is helpful, and thanks again for letting us know we need to modify our FAQ.

Samara

@arrochar.james – This is very helpful, and thanks for the feedback! I tend to agree with you: let’s keep time entry simple. And you’re right, reports are just a reflection of data entered elsewhere, and there’s a lot to be said for the simplicity of keeping it that way.

Cheers!

Thanks, @numbersguy79. I’ve added to our feature request list.

Hi @Jim – We’ve already got that on our Feature Request list (and I agree). Thanks for your feedback!

HI @onetwentysix, @frontstudio, and @smirker – I’ve heard mention of needing more flexibility in sorting the projects menu a couple times recently, so I opened a ticket for it on our feature request list. Thanks for your feedback!

HI @banner man, @chrisnial, and @tjompa – I’ve added you all to our request list for the iPad app. Thanks for checking in!

Hi @kris, we don’t have an estimate as of now as to when we’ll be updating the invoice layout, but it’s on our list for the coming year. I’m sorry I can’t be more specific than that; I know that’s not what anyone wants to hear. Feel free to send along any specific feedback about how you’d like the layout to work, and thanks for taking the time to check in.

Hi @jplathrop – This is a new request, and I’m adding it to our request list for you. Thanks for your feedback!

Hi @jonlivingston – Right now, you can filter outstanding invoices by client via Invoices > Reports. Let me know if you need anything else!

Hi @jonlivingston – No changes yet, but thanks for putting this back on our radar.

Hi @dan, we don’t have a calendar in the works now, but it’s something that we’d like to see happen in the future. Thanks for your notes!

Hi @Suziscoots, @highlandeco, @ onetwentysix, @smirker – Thanks for your feedback! I’ve added it to our feature request list for you.

@numbersguy79 – Thanks for your notes on on how you’d like things to work. The reason we don’t do it the way you outlined is because we tie our time tracking to our invoicing, and people need to bill for projects/tasks on a per-client basis. However, we understand that not everyone uses Harvest for invoicing, so your work flow would be good for people who are solely using Harvest to track time. Thanks for sharing!

I’ve added your name to our list on this one, @hugowren. Thanks for being in touch!

Hi @Ben Weeks, @efarago, @bens, and @hugowren – I’ve added all of your names to our feature request list on this issue. Thanks for your feedback!

Hi Jaap – Just wanted to let you know that we got the problem with the PDF button in the web estimate sorted out. It should work now so that a client doesn’t have to have a Harvest log in to view the PDF. Sorry about that, and thank you for bringing it to our attention!

Hi Jaap, Thanks for bringing this to my attention. I’m going to check in with someone about this, and I’ll keep you posted.

@arrochar.james, I totally agree that having an option to choose between editing in-line and linking reports to timesheets would decrease usability. Probably wouldn’t go with that approach. So, if we had to choose one, what would we do?

We haven’t gotten to the mock-up stage with this part of our new Reports section yet, but here are some thoughts I have on both sides:

Editing in-line:

Pros – Keeps you on one page, reduces the numbers of clicks back and forth between different sections of Harvest. Cons – Provides multiple ways to edit time (versus just on timesheets), and therefore, becomes confusing as to what changing something in a report changes throughout the rest of Harvest Does it preserve the original entry for the purposes of keeping a record? When we edit a time entry in an invoice, the original time entry does not change. We’d have to figure out how we’d want this action to work in reports, and whether, perhaps, that would also change how editing time in invoices works.

Linking reports to timesheets:

Pros – Provides one way to edit time, and it’s clear that if you edit a time entry, the original record is changed. Cons – More clicks, and takes you out of the flow you were just in: going to Reports to Timesheets back to Reports is quite the adventure through Harvest when all you want to do is look at a report!

As we explore this idea more, these are the types of ideas we’re going to be exploring (and more). As you mentioned, there’s a lot to explore in both flows. Don’t be surprised if we come back for more input as this project comes into development. Thanks again for taking the time to chat!

Hi Jaap –

A client log in is another big project we’ve got in the wings, and it is something that’s related to invoicing (ex. a client could log in to view/pay their invoice). However, your clients should be able to see a PDF button on the Web Invoice without needing a log-in. If you email invoices, the link your client receives takes them to the Web Invoice, and they’ll see a PDF button on the top of the invoice. You can see what they see by clicking into any invoice and selecting “Web Invoice” from the “More Actions” drop-down.

Does this cover what you’re looking for, or am I not quite getting at what you need? Feel free to let me know, and thanks for taking the time to chat!

Cheers,
Samara

@iamhenry…I’ve got it. Better support for fixed-fee items/projects is on our list, including being able to invoice for them the way you outlined. Thanks for your feedback!

@trevorgehman – We’ve come across that issue ourselves: how do we remember to records checks in Harvest if they’re cashed (or remember to verify that checks went through if we record them in Harvest first)? How would you like to record this via the iPhone?

Hi @Brent and @aek –

Having a client statement of accounts would be a great component of a client log-in, and I’m going to add your comments to our notes on that. @aek, thanks for the extra notes on what would be helpful in an account statement.

@iamhenry – A “viewed” invoice feature is a great idea. This would definitely open up the lines of communication between Harvesters and their clients.

Also, can you clarify what you mean by generating invoices that include a fixed fee? Are you asking about attributing fixed fee projects to hours tracked in Harvest? Right now, you could add a line item to an invoice that includes billable hours by clicking the “Add Row” link below the last line item on the invoice. This way, you can invoice for billable hours and fixed fee items alike. Of course, if this isn’t what you need, just let me know.

Thanks for taking the time to check in!

Hi @all,

We’re trying to figure out how to make invoices customizable in a way that works for a wide-range of people. Something we’re hearing more and more is that people need “Tax Invoice” (or just a general “invoice” or "Estimate) heading to appear, but obviously, this disappears if you’ve uploaded a logo (@sherring, @Jim, @urgit). This is something we’ll be implementing as we go through the invoice customizing process, and it’s a fix that will likely be out before we’ve got the ability to fully customize an invoice.

@jaapoost – We just added the ability for customers to download a PDF of an estimate from the Web Estimate. I hope you find this helpful. Also, I know that people have been asking for invoice customization for quite a while now, but your comments aren’t falling on deaf ears. This is definitely a [huge] project for the new year, and we’ll keep in mind that PDFs need attention in addition to Web Invoices.

@solusit, thanks for your input on scanning in your own paper for the invoice background. That’s one i haven’t heard before, and it would definitely give invoices a customized feel.

Again, I know changes to the invoice have been a long time coming, but we want to make sure that when we do it, we do it right. Thanks for taking the time to keep checking in.

Samara

Hi @Tory, @Syed, and @Tom –

We know how important it is that our customers be able to easily interact with their clients. Client log-in is high on our list, but we’ll be adding the ability to directly send reports from Harvest in the meantime (we’re beginning to make some general changes to the Reports section of Harvest). If you have any additional feedback on how you’d like a Client Log-in to work (what they should see, what they’d be able to do), send it along!

Hi @arrochar.james – We’re beginning to revamp our Reports section, and we’ve gotten a lot of feedback on make timesheets either editable from Reports, or linking the two entries. Would you find linking the two sections more useful, or would you prefer to be able to edit report entries in line?

HI @charlesbedrosian- we don’t release timelines on feature requests, but I can add your name to our notification list.

Hi @jaapost- Thanks so much for your feedback! You’re notes are really helpful, and I’m adding them to our feature request list. We’re hoping to visit the idea of customized invoices soon, and your notes are very helpful!

Hi @koalition- Thanks for your feedback, and I’ve added your name to the list of people who have asked for a feature that tracks flat-fee items.

Hi @voodoocreative- I’ve added your name to the list. Thanks!

Hi @christianaj- I’ll add your name to the list of people who have asked for a Harvest iPad app. Thanks for your feedback!

Hi @Robby!- I’ll add your name and comments to our feature request notes on different user permissions. Thanks for your feedback!

Hi Jim! Thanks for your feedback, and I’ve made a note that we should add this to our estimate section.

Hi @angiep- just a note that I’ve already tracked this for you in our feature request list. Thanks for you feedback!

Hi John! Right now, it’s not possible to convert an estimate to a project, but this is already on our feature request list, so I’ve added your name to the list of people who’ve asked for this. Thanks for your feedback!

Hi @tigeda- we’ve started hearing this request and just opened up a ticket for it on our feature request list. I’ve added your name to the list. It’s not a feature in the works now, but thanks for your comment! It keeps things on our radar.

Thanks for the suggestion, @Cold Coffee Media! I’ll add it to our list.

I’ll add your name to the list, @thisisrobv!

I’ve added you to the notification list, @shentonfreude!

Hi @karlfreeman- I’ll add being able to attach an expense receipt in .doc / .docx format to our feature request list. Thanks for the feedback!

Will do, @karlfreeman!

Hi Jim- I’ll add your name to the feature request list!

Hi @niels, Thanks for the feedback! I’ll add having a way to view which invoices have been sent a reminder from Invoices > Dashboard to our feature request list!

Hi @jollyscience- Thanks for getting in touch! Actually, there’s not a way to do this in Harvest right now, but having a way for contractors to bill through Harvest is on our feature request list, and I’ve added your name to the list of people who have asked for this.

Hi @cww- You can export data to excel or CSV from your Harvest account and send it other people, but I think you’re looking for a way to send information directly between Harvest accounts, and that’s something we currently don’t have. This is already on our feature request list, so I’ll add your name to the list of people who’ve asked that we support sending information between Harvest accounts. Thanks for your feedback!

Hi Jim- I’ve added you to the list. Cheers!

Hi Chris- Thanks for the suggestion! I’ll make a note of it.

Thanks for bringing this to our attention, @bbardon. I’ve made a note of the issue.

Hi @bbardon- I’ve added your name to our feature request list. Thanks for letting us know more about the issue.

Hi @sylvainlemire- I’ve added your name to this suggestion on our feature request list. Thanks for taking the time to chat over things with me!

Hi @sylvainlemire- Thanks for the clarification. Do you think it would be more helpful to have sub-projects instead? We’ve heard that a number of times, and this way, those tasks you want on a single project would no longer be tasks (which could be chosen for any project), but sub-projects for one project. What do you think?

Hi @ithinky- Great! I’ll put this in our requested feature list. Thanks for the suggestion!

Hi @wilee- I’ll add this to our requested feature list for you. Thanks for the suggestion!

@sylvainlemire- You can archive a task by selecting if from the list in Manage > Tasks and clicking the trash can icon. If a task already has time tracked on it, this function will not delete the task but archive it. After it is archived, you will see a link above the task menu that says “Manage Archived Tasks.” If you ever decide you need to retrieve that task, you can go into that list and retrieve it.

Let me know if you need anything else!

Hi @O- We’ve heard this a few times, so I added your name to the list of people who have made this suggestion. Thanks for your feedback!

Hi @ithinky- Could you tell me a little bit more about how tags work? Then I an add it to our feature request list. Thanks for the feedback!

Hi @sylvainlemire- I’m more than happy to log this as a feature request for you, but I wanted to let you know that a good work-around would be to add the tasks to projects as you have been, and then to archive those project-specific tasks once the project is done. This way, those tasks won’t clog up your system after the project is done, but you could reactivate them if need be. Let me know if this would work for you, and if not, I’ll add this post to our feature request list.

I’ve added your name to the feature request list, @jlrdouglas!

Hi @jlrdouglas- Have you tried using the detailed time report for this? If you got to Reports > Detailed Time and run a report for the timeframe of the project (you might need to use the “custom” category for this), you will see that there is a drop-down menu on the report that says “show.” If you choose “all invoiced hours,” you will see all the hours billed so far on a project.

If this doesn’t quite get at your request, feel free to send along more information and I’ll add it to the feature request log.

Hi @mchampa- I’ve added you to our notification list for the android app. Thanks for your interest!

Hi Jeff- Thanks for pointing that out. You’re not the only person who didn’t know those came up, including myself :) We’ve heard a few requests that notes should be in detailed time reports, so I’ll just make a note that we need to make that more prominent. Thanks!

Hi @gdurelle- I’ve added you to the Android notification list. Thanks for being in touch!

Hi Hayden- No worries! I’ve logged this feature request for you. Thanks for the suggestion!

Hi @tflaagan. I’ve added you to the Android notification list as well. Thanks for being in touch!

Hi Jim! Added to the list. Thanks for your feedback!

Hi David! This has been added to our requested feature list. Thanks for your suggestion!

Hi Jim! This is already on our feature request list, so I’ve added your name to the list of people who would like to see original invoices preserved. Thanks for getting in touch!

Consider it done, Joe. Your name is on the notification list!

Hi @tima- I’ll add your name to the list of people who have requested this. Thanks for checking in!

Hi @tima- I’ve added this to the feature request list for you. Thanks for the suggestion!

Hi Jeff- Thanks for writing in, and I’ll add this to our feature request log for you!

Hi @hrobins- Quick question- when you say “notes field,” do you mean the notes field in the project under Manage > Projects, or the notes field for time entries under Manage > Timesheets?

Hi Celine- I know that we spoke on the phone and also via email, but just letting you know that we haven’t forgotten about this request! Thanks for bringing it to the forum!

Hi Jim! Thanks for giving us some more detail. I’ll add it to our notes on how we can make recurring invoices better.

Hi guys. I gave this a bump on our requested feature log. Thanks for bringing it to our attention again. Cheers!

Thanks for the feedback! I’ll make a note that you’d find this helpful.

Wow! Thanks for all of this feedback. We hear a lot about the need for customizable invoices, so right now we’re trying to figure out some ways to get that going.

Hi guys! Thanks for letting us know about your interest in an Android app. I’ll log this request for all of you!

Hey guys- this is a request we hear often and we hope we can make it happen. Thanks for the feedback!

Thanks for the request! I’ve made a not that you’d like to be able to view these things on your iPhone.

Hi Christiana- Thanks for the feedback. I’ve made a note that you would like there to be a way for PayPal fees to be reflected in invoices. Cheers!

Hi guys! Thanks for the feedback. I’ve made a note of this request for you.