The HARVEST Blog

News & small business tips from your beloved time tracking & invoicing app.

Jump to Harvest’s Project Analysis from your Forecast Schedule

Today in Forecast we are adding a quick link for you to jump from your schedule to Harvest’s Project Analysis page.

The Edit button on expanded project rows will now be replaced with the project’s Actions menu. For all Harvest-connected projects, a new action to “View in Harvest” will be present.

viewinharvest6

Now you can easily stay on top of your project’s progress as you’re scheduling. We think you’ll find this link helpful as you use our upcoming Harvest + Forecast integration!

Bonus: Update your project notes in Forecast often? Now you can click the notes icon on a project row to edit them immediately!

Harvest for IFTTT: New Integration!

What if a note is created in Evernote when I create a Harvest project? Heck, what if the lights flash every time I start a timer? These are now both possible with our newest integration with IFTTT.

IFTTT Recipe: If a Harvest project is created, then create a note in Evernote. connects harvest to evernote

IFTTT enables you to create simple connections between Harvest and the applications and devices you use every day. IFTTT works with over 160 products and services, and very cool ones for that matter!

Here’s a glimpse of how you can setup your own IFTTT Recipes with Harvest:

    • You can trigger actions in other apps when you start a timer, stop a timer, or create a project in Harvest. For instance, if I start a Harvest timer, then post the details to Slack. Or, if I create a Harvest project, then send out an email notification to a group of people.

IFTTT Recipe: If a Harvest timer is started, then post a message to a Slack channel. connects harvest to slack

    • You can also have other apps trigger actions in Harvest. For example, if I create a new GitHub issue, then create a new task in Harvest.

IFTTT Recipe: If a new issue is created in GitHub, create a task in a Harvest project. connects github to harvest

Check out the Harvest for IFTTT Channel here to setup your Recipes. And if you haven’t used IFTTT before, don’t worry, it’s free! Let us know if you have ideas for other potential Harvest Triggers and Actions. We’d love to hear them!

Hats off to our developer Lorenzo who built this integration during our Harvest Hacksgiving.

Introducing Project Start and End Dates

Ever since our new Projects section took flight, we’ve been steadily improving it, and we have a neat little feature to show you today.

Go to Projects, edit any project, and you’ll find two new fields:

image_start_end_fields

Now you can specify the start and end dates for every project. Once you put in those numbers, the project graphs will update automatically.

start-end-dates-v2

Voilà! Start and end dates will also be included when you export your Projects. This export isn’t live yet, but will be in about a week.

image_start_end_export

We hope you enjoy this little update from our Projects team!

Assign Company-Wide Holidays and Closings in Forecast

Harvest HQ is closed for a holiday nine times in 2015, and we also host two week-long company-wide summits throughout the year. We know that you have your own company-wide holidays, closings, outings, and summits, and we want to make those easier to manage when scheduling your projects.

Now in Harvest Forecast, instead of tediously assigning Time Off for each person individually, we’re introducing a much simpler way to mark these days off for your entire company.

Previously, assigning time off for everyone would mean a separate row for every person, which could fill your entire screen with noise for just one holiday. Now, that time off will be rolled up into just one row.

cwto

Simply select “Everyone” from the “Assign Person to Project…” option on the Time Off project and assign the days as you normally would. As always, you can use the Notes field to explain what the Time Off is for. And this company-wide assignment behaves like any other Time Off assignment, showing up in all project rows to help you avoid scheduling projects on these days off.

We hope you enjoy this new feature. If you have any questions or feedback, don’t hesitate to reach out to the team at support@forecastapp.com.

Harvest for QuickBooks Online: Updates!

Sometimes an integration between two apps makes people nervous. Did my invoice copy over? Is all of the data correct? I want to be able to customize how the data copies! That’s normal! Who trusts technology anyway? That’s why we’ve released a few tweaks in our Harvest for QuickBooks Online (QBO) integration that’ll ease any anxiety when you copy an invoice to QBO.

Recurring invoices now copy from Harvest to QBO. As long as you have recurring invoices set to automatically send to your clients (rather than saving as drafts), we’ll copy them over to QuickBooks Online when they’re sent.

Harvest projects no longer have to attach as sub-customers to invoices in QBO. When your Harvest invoice includes time or expenses from just one project, we map that project to a QBO sub-customer. In the past, you couldn’t change this. (We know, how rude!) Now, you can! In Harvest, head to Account Settings > Integrations to edit this setting.

QBO Sub-customer setting

QBO events will show up in the Invoice History section. When was this invoice copied to QBO? Who copied it? You’ll never ask those questions again.

 QBO Invoice History events

Go ahead, throw out that handkerchief on your desk. You won’t be sweating anymore when your Harvest invoices copy to QBO.

Questions or suggestions? Get in touch with us!

New Year, New Rates: How to Update Your People’s Rates for 2015

A new year is at our doorstep, and with any luck, your company is getting ready to adjust your employees’ rates for the new year.

Rate information is stored in a few different places in Harvest—in a user’s profile and in a project’s settings—but you might not be familiar with how to update those rates.

Rather than spending New Year’s Eve thinking about the changes you need to make for January, here’s a quick rundown so you can spend the evening focusing on what really matters—family, friends, and hopefully some party hats and noisemakers.

Why You Need to Know About Changing Rates

Depending on where you change rates, you’ll see it impact your data in different ways. Some changes affect previously tracked time, while others affect only future time and projects.

It’s important to understand how these settings work in order to keep your data as accurate as possible.

How Rate Changes Affect Your Account

  • Changes to a person’s default billable rate (on a person’s profile under Manage > People) affect only projects created after the change. It will not affect existing projects. From a person’s Basic Info, you’ll see this:

Frost's Basic Info

  • Changes to a person’s billable rate on a current project (under Projects) will affect all historical data for that project. The updated rate will apply to all of the project’s time, both in the past and the future. You’ll see that rate applied in reports and on any invoices you generate after updating the rate. You’ll update this rate from a project’s Billable Rate field, shown here:

Project settings

  • You may have projects that started in 2014 and continue into 2015. However, 2015 may need different rates. In this case, we recommend that you duplicate your original project. Then, enter your new rates into your duplicate project, and archive your original. This preserves your historical billable rates.
  • A person can have only one cost rate in Harvest. Cost rates can be updated in a person’s profile under Manage > People. Changes to a person’s cost rate will affect all cost rate data throughout your account, including data in archived projects.

For more details on how to adjust rates, check out the Changing Cost Rates and Billable Rates article in our Help Center.

You can also reach out to your Harvest Experts if you have any questions about changing rates, and they’ll be happy to help!

We hope 2014 was a paramount year for your business, and we thank you for letting Harvest be a part of that. Here’s to an even better 2015!

Smarter Project Scheduling with Harvest and Forecast

Today, we’re proud to unveil the first step of the highly anticipated integration between our two products, Harvest and Forecast. The project budgets in Harvest will now be reference-able from Forecast in real time. You can now compare the hours you have left in a project budget with the hours you have scheduled from today through the end of a project. With this first point of integration, using Harvest with Forecast lets you make smarter scheduling decisions. Here’s how it looks in Forecast:

Remaining Budgeted Hours Demo

Scheduling With Insight

As a project manager, you are constantly striking the balance between deadlines, your team’s availability, and the project budgets. Forecast provides a realistic view of your team’s schedule, availability, and commitments. By referencing future scheduled hours, you can quickly see how many hours are committed across your projects and team members. For projects linked to Harvest, you can easily compare these hours against the actual budget left. This handy feature informs your scheduling and ultimately keep your projects running smoothly.

For example, if your project is scheduled to take another 300 hours (in Forecast), but you only have 280 hours left in the budget (according to Harvest), you can take action before it’s a bigger problem. Maybe you need to talk to your client to revisit the scope, or talk to the finance team to see if there’s room to increase the budget. By having quick access to these key numbers, you will be better equipped to keep projects predictable and clients happy.

More To Come

This is just the first step of the Harvest and Forecast integration. We’re excited to bring together the information from these products in a way that will not only save you time, but provide a new level of insight to help you manage projects.

In the near future, we’ll bring Forecast data into our new Projects section. Our goal is to help customers not only see where they are in their project budgets, but to also see it alongside the expected efforts needed to complete the projects. We’ll share more details about this in a future post.

We hope you enjoy this new feature and if you have any questions or feedback, don’t hesitate to reach out the team at support@forecastapp.com.

SSL Changes and Your Harvest Account

tabs

I don’t know about you, but I don’t spend much time thinking about that little green lock icon in my browser’s address bar. To me, it means my browser trusts the website I’m on and I can live without fearing that some internet baddie is going to steal my data. I leave it to much smarter people than myself to determine what defines that trustworthiness.

That little green lock means the site you are on is using SSL and that all data is encrypted before transfer. Encrypted data can only be read by someone with a specific key and, in the case of a website, this key is stored in something called an SSL Certificate. These certificates are the way browsers verify that the person you’re sending your data to is exactly who you expect it to be.

It might surprise you to learn that the encryption algorithm (called SHA-1) used to write many SSL certificates is no longer considered safe. SHA-1 has long been the encryption standard for SSL certificates, but the steady advances in computer power mean that it is no longer up to the challenge of keeping attackers at bay. Fortunately, a new standard (called SHA-2) is already available and compatible with all modern web browsers and operating systems.

Changes Coming to Harvest

In the coming weeks, Harvest is going to significantly improve our security by upgrading our SSL Certificate to use SHA-2. For most customers, this change will be completely transparent. That is, when Harvest switches certificates, you won’t even notice that it’s happened.

For a very small percentage of our customers, this change is going to render Harvest totally inaccessible. Unfortunately, it’s not possible to make this change in a way that works with very old software. For those customers, the only way to continue using Harvest will be to upgrade their browser or operating system.

What You Need to Do

Testing your browser for SHA-2 compatibility
If this message fails to change after a few seconds, this post may affect you.
If you’re using an RSS reader or reading this in email, try viewing it on the web.

If the box above is green, you’re using a modern web browser and don’t need to make any changes.

If the box above is gray or red, you’ll need to upgrade your software. If you need help, just contact our Harvest Experts and they’ll get you upgrade advice based on your platform.

We know that there are many customers whose companies require them to use specific software, and we always take this into consideration when deprecating support for certain browsers. In this case, we believe that the security of your account takes priority, and are making changes to ensure that Harvest continues to provide the safest experience. Let us know if you have any questions!

Harvest for Xero: Invoice Line Items Now Map to Revenue Accounts

We’ve made another update that will make your Harvest Xero experience even more flexible! Up until today, all of your invoice line items from Harvest got copied to a single Revenue Account in Xero. Now, your Harvest invoice line items will get copied to Xero Revenue Accounts based on the mappings you have configured in Xero.

In Xero, you can assign your Item Codes and/or Contacts default Revenue Accounts. With this update, Harvest invoice line items will get saved to these defaults. For instance, if the default Revenue Account for your “Services” Item Code in Xero is “400 – Sales”, then any invoice line items in Harvest with a Category of “Services” will copy over to the “400 – Sales” account. Magic!

If you don’t have default Revenue Accounts set up for Item Codes and/or Contacts in Xero, no worries! All your invoices will still get copied to the Xero Revenue Account you indicated in your Harvest Account Settings.

Xero Revenue Account Blog Post

Any questions or issues, get in touch with us at support@harvestapp.com. If you want to share your thoughts on this feature or anything else related to the Harvest Xero integration, please fill out this quick form.

Need more information on how to update your Revenue Account settings? Just check out Xero’s help docs about Item Codes or Contacts.

Harvest Projects

new-projects

It’s here!

In the next few days, we’re rolling out our new Projects section to all accounts. This release should be seamless, and you won’t have to do a thing. Projects will simply show up on your top navigation, next to Timesheets.

The new Projects section is a significant leap forward for Harvest, and from all the early feedback we’ve received so far, we believe you’re going to love it.

A Better Way to Manage Projects

For the next few weeks, the new Projects section will live in your account like a little something extra. This gives you a long leeway to explore the new section and fit it into your workflow.

You’ll notice some brand-new features in Projects: a better and faster search, the ability to track project costs, and two project lifespan graphs. You can check out this new section of our Help Center for a few tips about getting started.

By the end of the year, Projects will replace two sections in your Harvest account:

  1. Manage > Projects
  2. Project Budget Report

But don’t worry! You’ll still have all the same features, and we’ve taken great care to ensure that the user experience is similar to what you’ve grown used to in Harvest.

Here’s to the Future

The new Projects section is the foundation for many useful features to come, such as our integration with Forecast and better support for fixed-fee projects. These are features that many of you have been asking for, and we’re excited to finally make those ideas come true.

We’ll be on hand to help you transition to Projects, and there’ll be ample time to upgrade from your old sections to the new. If you have any questions or concerns about this, don’t hesitate to get in touch with us at support@harvestapp.com.

We hope you enjoy the new Projects section, and look forward to hearing your thoughts!