Account, personal information, billing, upgrade, and cancellation
An active user is any user who can log into your Harvest account.
If you desire to disable a user’s ability to login and report time (say, a contractor who is not working for you anymore), you may “archive” the user via Manage > Users. This archived user does not count against your account limits, and you can still see his/her time and expenses within the Harvest reporting and invoicing modules.
The account owner is the person who originally set up your Harvest account. The account owner has all administrator privileges and is the only one who can cancel your Harvest account.
To change the account owner for you Harvest account:
- The current account owner must log into your Harvest account.
- Go to Manage > Account Settings, under the Preferences section, click on the button Edit Preferences.
- On the edit preferences page, choose the person to be the new account owner. (Note: the dropdown list of people only includes administrators on your account)
- Scroll down to the bottom of the page, click Save Preferences.
You sure can. To do that, just go to Manage > Account Settings. Under Preferences, click on the button Edit Preferences and you will see the form to configure your currency (amongst other configuration).
Administrators on the account can update the active user count:
- Go to Manage > Account Settings.
- Under the section Billing Information, click on the button Change Plan.
- On the next screen, you will see your current plan and number of allotted users highlighted.
- Click the Change number of active users link to adjust your active user count.
Administrators on the account can update the credit card information by:
- Go to Manage > Account Settings.
- Under the section Billing Information, click on the button Update credit card.
- Fill in the form on the following page, click on Submit, and you’re done.
Harvest automatically sends an invoice receipt every month to the account owner.
To change the account owner:
- Go to Manage > Account Settings
- Under Preferences section, click on the button Edit Preferences.
- On the configuration form, you’ll find Account owner, choose from a drop down of administrators on your account.
Yes, you can! Go to Manage > Account Settings, scroll to the bottom and you’ll see the button, Import Data Into Harvest. There are currently three ways to import data:
Import Timesheets from CSV – organize your past timesheets with a spreadsheet program like Excel, format the data according to our specifications, and you can import all your past hours into Harvest.
Import from Freshbooks – if you’re switching from Freshbooks, this is a super simple way to bring over all your invoices (including recurring invoices), clients and client contacts.
Import from Blinksale – for those coming from Blinksale, just type in your Blinksale account and log in information, and we’ll import over all your invoices and clients.
To Format Your Timesheets as a CSV File:
Please format your timesheet data as a spreadsheet file (using Excel, Numbers, Google Spreadsheet, etc) with the following 8 columns (in the same order):
- Date (in the format YYYY-MM-DD. For example: 2008-08-25)
- Client
- Project
- Task
- Note
- Hours (in decimal form, without any stray characters. For example: 7.5, 3, 9.9)
- First name
- Last name
Please note that:
- Harvest will create any client, project, or task automatically (if Harvest cannot find it in your account).
- Harvest will not create any new users. You must create the users first, and please make sure that the names match exactly.
- Fields containing commas or special characters should be enclosed in double-quotes.
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.
Yes, it is possible to change the sub-domain of your Harvest account.
1. Please send us an email request via the support form.
2. Include your present Harvest sub-domain and clearly indicate the new sub-domain you would like to use in your email.
(In some cases your chosen sub-domain may already be in use, and we will contact you for a second choice).
After we have made the switch you will receive an email with your new sub-domain, letting you know it is ready for use. Switching your sub-domain will not affect any of your Harvest data.
Yes, Harvest is available as a Free Plan with limited functionality. The Harvest Free Plan has unlimited invoicing, but is limited to 2 projects and 4 clients with 1 user. The Harvest widgets are not compatible with the Harvest Free Plan.
The Harvest Solo, Basic and Business Plans allow you to upload a logo which will be included on your invoices. This feature is not available on the Free Plan.
Yes, this is very possible. If you’d like to be billed yearly, just contact us via the contact support form. You will have the option to pay the yearly invoice via check or Paypal. Let us know if you have any additional questions about this!
Yes, it is possible to preserve your Harvest data and temporarily put your account on hold for up to 6 months, without being billed. Here’s how it works:
- You will not be able to enter any additional time/expense entries or create invoices
- You will be able to freely access reports on data you’ve already entered
- Your data will be available for up to 6 months
- Reactivate your account at any time during this period without missing a beat
- We’ll remind you about your account here at Harvest before the 6-month period is up
- After 6 months, your data will simply be removed if you take no action
Here is how the account owner of your Harvest account can place an account on hold:
- Go to Manage > Account Settings
- Click the button labeled Close Account.
- Click the button labeled Put my account on hold for 6 months.
Administrators can reinstate a Harvest account that has been placed on hold.
1. Login to your Harvest account.
2. Go to Manage > Account Settings
3. Under Billing Information click the green button labeled ‘Reactivate Account’. You’ll be all set to get back to work with Harvest.
Only the Account Owner on your Harvest account can close the account:
- Go to Manage > Account Settings.
- Under the section Billing Information, click on the button Close Account.
We recommend that you export all data before closing the account. To do that, on the same Account Settings page, look for the section Export Data (bottom of the page) and click on the button, Download Company Time Data.
Note that once you close your account, all of your data will be removed immediately and permanently.
Yes, Harvest supports HTTPS and SSL security for all paying plans (Solo, Basic and Business). For Business accounts, SSL is automatically enabled.
For Solo and Basic accounts, you can enable SSL encryption by going to Manage > Account Settings > Preferences, clicking Edit Preferences, and then clicking the button that says Enable SSL.
When signing in to Harvest, you are given the option to click Remember me. The purpose of Remember me is so the next time you open your browser and visit Harvest, you will not be required to sign in. It is not advised to choose Remember me when using a publicly accessible computer, but if you are accessing Harvest from your personal computer it is a great option.
Sometimes Remember me is not working for you. Here are some common problems:
- You have bookmarked http://youraccount.harvestapp.com/account/login instead of http://youraccount.harvestapp.com/.
- Cookies are off in your browser. Cookie control in your browser.
- You are accessing Harvest from a different browser (e.g. Chrome, Firefox, Safari, IE). Even a different browser on the same computer cannot access your Remember me selection from another browser.
If you’d like to test “Remember me” in your browser, try the following steps:
- Sign in to Harvest.
- Close your browser.
- Open your browser.
- Visit http://youraccount.harvestapp.com/.
- You should not have to sign in again.
If you are logged in with Remember me and you’d like to turn off this auto sign in feature, simply logout of Harvest (click Logout in the upper-right corner) and you will be asked to sign in the next time you visit Harvest.