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Harvest for QBO: Control If Payments Copy Over

We realize everyone’s workflow might be a bit different, which is why we’ve added some long-overdue flexibility to our QuickBooks Online integration. You can now control if your Harvest invoice payments get copied to QuickBooks Online. If you manage your payment process in QBO, this means you won’t have to worry about duplicate payments getting copied to QBO anymore!

Administrators can configure this setting by going to Settings in the upper-right corner and scrolling down to the Integrations section. Click Edit Settings next to QuickBooks Online. You’ll see that you can turn copying payments on/off:

harvest-quickbooks-online-integration

Additionally, we made another small update to the integration. If an email reminder gets sent out for a Harvest invoice, that invoice will no longer automatically recopy to QBO. Invoices that have been copied to QBO will only recopy if you go to More Actions > Copy to QuickBooks Online, or if you receive a payment on the invoice.

You can learn more about our Harvest for QuickBooks Online integration here. If you have any questions or feedback, get in touch with us.

Parting Ways with Difficult Clients (Using Data)

Letting go of clients is a painful decision. You become invested in their business and want them to succeed. But sometimes the economics of a client relationship just don’t work out.

At the end of the day, every business needs to turn a profit. If you discover you’re losing money on a client, it may be time to part ways. But how do you figure this out? Your intuition might be telling you a client isn’t working out, but you need data to be 100 percent sure.

This is the position Shareef Defrawi, president and founder of Bonafide, a Houston-based digital marketing agency, found himself in when he decided to take his business in a new direction. Bonafide began life as an SEO agency, but as the digital space evolved, Shareef realized he could better serve his clients by embracing a more holistic marketing strategy. This new approach drove considerably more value—but at a higher price. Continue reading…

Track Time from Safari

The title says it all: you can now track time right from your Safari toolbar once you download our new extension. You can start/stop a timer, enter time, or see if a timer is running without having to fully open up Harvest in your browser.

Better yet, this extension will allow you track time right in Basecamp or Trello. Previously, you had to use Chrome to track time in these apps. Now, once you download the Safari extension, you’ll see timers appear right inside Trello and Basecamp so you’ll never have to leave your account to track time.

Safari Extension

To download the Harvest for Safari extension, follow the instructions here. If you have any feedback or questions, drop us a line!

Smaller Increments and More Flexible Scheduling in Forecast

Scheduling your team is a fundamental part of Forecast. On average, our customers create 50,000 new assignments every week—that’s a lot! Today, we’re releasing a major update to scheduling in Forecast that offers you tremendously more flexibility when assigning:

  • Assign time in smaller increments than whole hours (e.g. 0.5, 3.68, etc)
  • Select 7.5 as an option for Max Hours/Day (this allows you to set a 37.5-hour workweek)
  • Quickly adjust the Total Hours for any assignment, instead of only its Hours/Day (more on this below)
  • Other workflow improvements for faster assigning

The above changes allow a wider range of scheduling options available to you in Forecast. You can now assign a project manager that is only sitting in on a 15-minute meeting (0.25 hours/day). You can also accurately book a 37.5-hour workweek without unnecessarily over- or under-booking your team’s schedules.

New Ways to Assign in Forecast

We want Forecast to be even better for high-level planning and have done just that by now allowing you to adjust the Total Hours for an assignment. Here are some examples illustrating how you can use this feature to plan at a higher level:

  • Hours/Week — You want your developer to work 30 hours on a project each week for the next few weeks. Simply create a Monday-Friday assignment, enter 30 into Total Hours to show hours/week, and repeat this assignment for as many weeks as needed.
  • Hours/Month — You plan to work 100 hours on a project for the entire month. Create an assignment from the first business day of the month through the last, and enter 100 into Total Hours.
  • Hours/Phase — You just won a new project and you want to assign 60 hours over the first three weeks to a designer. You can create one assignment for those three weeks, and enter 60 into Total Hours.

In each scenario, Forecast will do the math for you to break the assignment down to the proper Hours/Day. We’ve created a short, 2-minute video that highlights these new concepts. We highly recommend you watch it as you’ll learn some insightful ways to work faster in Forecast:

If you have any questions, don’t hesitate to reach out to the team. Happy scheduling!

Paying by Credit Card Just Got Easier for Your Clients

A quicker payment process for your clients means you’ll get paid faster. If you’re using our Stripe integration to accept payments online, your clients will now only have to enter their credit card information once and it’ll be remembered for all future payments. Yep, that’s right. Once.

The invoice payment form where your client enters their credit card information will look and work the same way. The key new addition is Stripe’s Remember Me feature. If your client selects this, they’ll need to provide their mobile phone number. Stripe securely identifies your client via text message so they don’t have to retype their payment information when they go to pay you in the future. It’s as simple as that!

Stripe Remember Me

We did have to change the way Harvest invoices get sent out in order to make this happen. If you have multiple recipients on an invoice, the invoice will get emailed separately to each recipient. Everyone will no longer be on the same invoice email. However, we did add copy to the bottom of the invoice so that you can quickly tell who else received the invoice:

Invoice Recipients

Stripe has done some research that confirms that a client whose credit card details are saved is less likely to abandon the payment form. This latest update should take away any client’s excuse to procrastinate paying your invoice! If you have any questions, please reach out to us.

Quicker Ways to Analyze Your Trello Time

It seems like just yesterday when we launched our Trello Power-Up that allows you to track time right from Trello cards. Today, we released additional features to our Power-Up that display Harvest time tracked within Trello so that you can see hours within the context of a board and card. If you ever wanted to get a sense for how much time was spent on a card or board, the answer is now right in front of you!

See Who’s Been Working on a Card

You can now attach a time report to each Trello card. This report will show who tracked time to the card, and how much. Previously you had to export a report from Harvest to get this data. With this new feature, you can quickly see who’s worked on a card and for how long, at a glance. This should be enough motivation to start all your timers from Trello, right?

Trello Attach Time Report

Total Time Tracked to a Board

You’ll see a Harvest logo in the top right corner of Trello boards now. The total hours tracked to the board, by all members of your team, will display next to the Harvest logo. This is a completely new datapoint for your team to analyze–you weren’t able to get this by exporting a report from Harvest.

Trello Power-Up Total Board Time

These features will give you insights into your Harvest data right in Trello, alongside the details of your project work. Here’s a handy guide on how our Trello Power-Up works. If you have any questions or feedback, let us know!

Introducing Favorites

We’re excited to introduce our new Favorites feature in Harvest for iPhone and Android. This simple improvement to our mobile time tracking lets you focus on just the projects and tasks you need while tracking time from your phone.

Favorites for Android and iPhone

To start using Favorites, simply tap the star next to the project and task field while creating or editing an entry. From that point on, when you tap the new + button, you’ll be presented with a short list of these favorited projects and tasks. You can start a timer instantly by tapping the play button, or tap the row to edit the timer before saving it.

Continue reading…

Using the Harvest API for Radical Transparency with Clients

The beauty of Harvest is that it brings time tracking to life. All the data you collect through your timesheets gets pulled into graphs and reports that give you insight into your business. For the tech savvy, the Harvest API unlocks even more possibilities for making use of your data. In this guest post Zbigniew Sobiecki, CEO of Macoscope, shares how his company has taken advantage of the Harvest API to fit time tracking into their workflow.

Our work as a software house is governed largely by agile methodology. Part of this involves charging clients by the hour (as opposed to fixed-price projects) so they only pay for the time we actually spend working on their project. Such an approach makes Harvest the single most important data source in our whole organization.

What Exactly Does Harvest Do for Our Company?

First of all, each member of our development team should spend 6.5 hours a day working on client projects. Harvest helps us monitor their current workload and quickly notice when someone is working too much. Believe it or not, it can be a real lifesaver! Each developer on our staff is obliged to responsibly track their time every single day, so they aren’t relying on their spotty memories when trying to fill out timesheets a couple days later.

Continue reading…

Notable Announcements for Your Team in Slack

How do we communicate important announcements to our 45 person team across nine different countries here at Harvest? We use a single email to aggregate all of the team’s notable messages for the day. It’s the one email that everyone on the team reads every day. It highlights notable things like:

  • Hey team, we shipped this new feature today. It’s out to 75% of customers.
  • Reminder that our Summit is in NYC next week. Please remember to bring a gift for the gift exchange!

To create this email, we use Slack. All a member of the team needs to do is type /notable in Slack (from any channel), and it will hashtag the message as notable and post it in the #general room.

But more importantly, it will add all the notable messages for the day to a Team Notables email, so that they don’t get lost amid GIFs and emojis in Slack.

Notable Announcement Email

How to get /notable for Your Team

We find this email so useful that we’ve open sourced the code so your team can benefit too! There’s instructions on how to set it up here. It’s only a one-time setup, and you don’t have to be a developer to download it.

Our thanks to Harvester Jason Dew, who built /notable and worked on open sourcing this feature during our Harvest Hacksgiving (a three-day hackathon our team hosts internally the week of Thanksgiving).

Invoices: Now with Attachments

We’ve got a little new years gift for you: you can now attach files to invoices!

attach_file_link

If you’ve got contracts, statements of work, or friendly GIFs you want to attach to your invoices, go for it! If you send the invoice to your client, they’ll be able to see and download these attachments. And they can see these attachments on the web invoice too.

email_image

We know there are potential improvements that’ll make these attachments more seamless, especially if you’re looking to attach reports. However, we didn’t want to hold off releasing this feature for those of you who need it. So enjoy, and here’s to an ever-improving 2016!