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Under the Daily Timesheet (Timesheets > Daily), every entry has a Harvest Timer that is clickable to start and stop the timer for that task. You can easily jump from one task to another by clicking the timer on the new task to automatically stop the previous timer and start the new timer. You will need to add at least one task to be able to see the Harvest Timer.

You can change your password by clicking on your name on the upper-right corner. You should see your profile, and just type in the new passwords, then save.

We recommend creating those items as tasks, and have your staff record time to those tasks.

“Save” stores all user input on the server. “Submit” will send time approvers and admins a notification that a timesheet is ready for approval. The timesheet is still editable until it is approved by a time approver or admin.

Weekly time entry allows you to enter your time in a standard 7-days-a-week format. This view is often good for entering time for the week without a need to capture details. The daily entry view is good for users who’d like to enter more details throughout the day. The daily entry allows for notes to be attached to time durations and also provides a timer to allow users to track their time throughout the day.

You can change the format of how your hours appear on your timesheets:

1. Go to Manage > Account Settings.
2. Under the section Preferences click on the button Edit Preferences.
3. On the preference configuration form, you’ll see the option for Time format.
4. Choose from the options, Save Preferences.

Note that Harvest will only show you time in HH:MM (e.g. “8:12”) on the timesheets, and not on reports.

1. Browse to Timesheets > Time.
2. Click on Admin: See timesheet for another user in the upper-right hand corner of your timesheet.
3. Select a user.
4. Edit time as if it were your own.

If you ever need to edit expenses, the process is essentially the same. Just start at Timesheets > Expenses.

A timesheet can be locked in Harvest for three reasons:

1. The timesheet has been submitted and approved.
2. The hours on the timesheet have been invoiced.
3. The task or project for a time entry has been archived.

To edit a locked timesheet, an administrator on the account needs to unlock the timesheet. If the timesheet is locked from being approved, the administrator should be able to see an Unlock Timesheet button on the timesheet itself. Click on the button and it will be unlocked.

If a timesheet is locked because the hours have been invoiced, the administrator will have to go to Reports > Detailed Time and run a report for those hours, and then on the resulting report, click on the button Mark hours as uninvoiced.

A timesheet entry may be locked if the task or project to which it belongs has been archived. To edit the entry, unarchive the task in Manage > Project and re-activate the task. If the project has been archived, re-activate it under Manage > Project > Manage archived projects.

A few things to make sure before you panic:

• The widget only works if you’re on trial plan, or if you are on a paying plan. (Harvest Widget will not work if you’re on the free plan.)
• Make sure your timesheet is not approved/locked. Log into your account in a web browser, and click on Timesheets. See if your timesheet is locked (to unlock it, you need to have an administrator on your account to unlock for you).
• If you’re using Yahoo! Widgets, check your Harvest widget preference and the “https” option. If you’re on a Business Plan, you need to check the ‘https’ option. If you’re not on the Business Plan, make sure the “https” option is not selected.

When a timesheet is submitted for approval, it is viewable by administrators and project managers on the Timesheets > Pending approval screen.

By default, when a timesheet is submitted, an email is sent to both administrators and project managers. Note this email notification can be shut off account-wide (via Manage > Account Settings) as well as by individuals who don’t want to receive email notifications (Manage > People).

If approval is not part of your process and you don’t need it, it can be turned off under Manage > Account Settings.

The approval process allows you to review and approve employee and contractor hours. After you approve someone’s time, the timesheet will be locked and not editable. This process is best done weekly to ensure that the hours being reported are aligned to expectations. You can access hours that need to be approved by clicking on the “Timesheets” tab and the “Pending approval” link. This will show you all the timesheets that have been submitted and is pending your (or a Project Manager’s) approval.

Go to your profile (by clicking on your name in the top-right corner). Towards the bottom of the form, you’ll see the option Receive alerts when people submit timesheets. Un-check that option, and you will not get any more email notifications when people submit timesheets.

If you do not see that option, it means that you do not have administrator or project manager permissions, and you should not be receiving approval notifications at all. Make sure those approval emails are sending to the same email that is showing up in your profile.

1. Go to Manage > Account Settings.
2. Scroll down to the section called Customize Modules and click on the Choose Modules button.
3. Unclick the checkbox for Timesheet approval.
4. Save your changes.

Note that only Basic and Business plans have the approval feature.

Data security is a top priority at Harvest. Complete copies of all user data are stored in caged servers in two separate geographic locations. If you would like further details on Harvest security procedures, please contact us through the Harvest support form and we would be happy to discuss this with you.

By default, Harvest lets you record time via duration (e.g. “1.5 hours”). You can, however choose the option to record time via the start and end time (e.g “9:15pm – 10:45pm”). To do that:

1. Go to Manage > Edit Preferences.
2. Under the Timesheet timestamps section, choose Track time via start and end time.
3. Remember to click on Save Preferences.
4. Go back to Timesheets and you’ll notice that when you add or edit a time entry, you’ll see two boxes for start and end times.

Some tips on timestamps entry:

• You can put in time via 24-hour format. But first you’ll need to make sure to chose that time format via Manage > Edit Preferences.
• You can enter time with the following format: “315”, “3:15”, “3.15” or “315p” and they will be turned into “3:15pm”. A shorthand of “a” or “p” following the time will turn it into AM or PM.
• If you type in “.” it’ll be interpreted as the current time.
• When you add a time entry, by leaving the end time blank, Harvest will just start the timer for you.
• When you start a timer, you can edit the start time and Harvest will calculate the correct time elapsed.

Note that once you have the timestamps feature on, you can still use the Harvest Widget, iPhone app and other 3rd party tools. But you will not be able to put in the start and end times via the different interfaces.

Import expenses into Harvest is easy:

1. Go to Manage > Account Settings
2. Scroll to the bottom and you’ll see the button, Import Data Into Harvest
3. Click on Import Expenses from CSV
4. Upload the file there and Harvest will do the rest!

How to format your expenses as a CSV file:

Please format your expenses data as a spreadsheet file (using Excel, Numbers, Google Spreadsheet, etc) with the following 8 columns (must be in the following order):

1. Date (in the format YYYY-MM-DD. For example: 2008-08-25)
2. Cost or Units (Put in the total costs, or the number of units, such as for mileage.)
3. Client
4. Project
5. Category
6. Notes
7. First Name (The name must match a user on your account.)
8. Last Name

Please not that Harvest will not create any new client, project, expense category or users from the import. If there isn’t an exact match in your Harvest account, then those expenses will not be imported.

After you format the file, please export to a CSV file. Here’s an online guide on how to export into a CSV file.

You can download a sample CSV file

Please contact our support team for more information about this process.