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Topping Off Invoices with a New Graph and Summary Numbers

When we set out improving Invoices Overview, we had a vision of love. Okay, maybe not love. Fall’s just making me reminiscent for 1990s Mariah Carey. But we had a vision, it was pretty lovable, and it was called graphs.

Our vision grew out of a few basic desires.

  • First, we want you to be able to understand the overall story of your invoices at a glance, so you don’t have to run quite as many reports.
  • Second, we know comparing month-to-month activity is useful to understand progress and invoicing trends, and want to offer easy access to this info.
  • And third, we want to offer a visual way to analyze your invoicing data.

Over the next few days, we’ll release the results of that vision: a visual invoice summary at the top of Overview, including a new graph and two summary numbers. Currently, the graph shows the present year, and we’re working on support for other years as well.

overview-graph

The graph itself will show you the invoices you issued in specific months. If you hover over a month’s bar, we’ll show you some details of the invoices issued in that month: you’ll see how much has been paid and how much remains open.

overview-graph-tooltip

 

We also show you two summary numbers:

  • The total open amount. This includes all unpaid invoices for all time, a great way to know what you need to track down.
  • The total paid amount for invoices issued this year. A simple way to see how much money you’ve brought in for invoices issued since the year began.

overview-numbers

Feel free to let us know your thoughts! We hope you find this new graph useful!

Editor’s Note: Changes were made to this post after it was released, to reflect updates made to the invoice summary graph. The graph’s open amounts now exclude written-off invoices, which is reflected in the monthly bars and the graph’s tooltips. 

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This was posted in New Features, Online Invoicing, Product News.
  • Please please please make it possible for project managers to view sent invoices for their own projects….please? It’s crazy that this is not possible. Just a read only view would be great…or a report. Anything.

    • Calina Madden on November 11, 2015

      Thanks for this feedback, Rachel. We don’t have plans at the moment to change permissions, but I can see how this could be useful. I have a few questions to clarify how your PMs would be using that sent invoice view, so I’ll send you an email!

  • Love the new graph and summary numbers!!

  • This is awesome. Loving the new invoices overview, and the fact that I don’t have to go into report mode for so many basic tasks. Been wishing for some more visual features like this too.

    • Calina Madden on November 11, 2015

      Awesome to hear the new Overview is working out for you! Thank you, Mok!

  • Fizz Orange on November 11, 2015

    So where the heck is this? I don’t see any graphs under Invoices -> Overview. Is it because I’m a solo user?

  • Fizz Orange on November 11, 2015

    Oh, “over the next few days”. Never mind.

    • Calina Madden on November 11, 2015

      Sorry if there was confusion about that. I just turned on the new invoice graph in your account, so you should see it now!

  • Allan Willmott on November 11, 2015

    Thanks for this improvement – very useful! However i’m using Mac Firefox and the hover bubble for each column is appearing way off to the right instead of above each column. Works fine in Chrome and Safari though…

    • Calina Madden on November 11, 2015

      Thanks for pointing this out, Allan! Our developers are looking into it, and we hope to have this fixed soon!

    • Calina Madden on November 12, 2015

      Hey Allan, this should be fixed now! Sorry for the not-so-foxy Firefox trouble!

  • This looks great! Should be very useful for us

  • The single most important feature would be the ability to drill down to the timesheet details from an invoice assuming the invoice was created in detail from the timesheet details.

    • Calina Madden on November 11, 2015

      Interesting idea, Gregg. We don’t have plans to work on this specific feature soon, but this is a feature request we’ve heard before and we’ll keep this in mind as we continue improving!

  • To echo Rachel on November 10, 2015:

    “Please please please make it possible for project managers to view sent invoices for their own projects….please? It’s crazy that this is not possible. Just a read only view would be great…or a report. Anything.”

    I recently brought on board a project manager who also has a Business Development role. I needed him to manage projects from start to finish, track hours, create estimates, produce invoices etc. As a PM he basically had no real ability to do those management level tasks. I ultimately had to give him full admin rights, which for a small company like ours is fine, but I also don’t feel comfortable with any project manager having complete control akin to the account owner.

    So please, please figure out a more granular permission structure! We need it!!

    PS: THANK YOU FOR THE GRAPH, I can’t wait to see it grow into a real dashboard.

    • Calina Madden on November 12, 2015

      I have a few questions about what you’re looking to do, Juan, so I’ll send you an email! Thanks for adding your thoughts to this.

  • Thank you, this is giving us some really valuable visibility of debtor problems.

    Please, make it “clickable” so it will run a report for that month so I can easily drill down and see who has not paid.

    Simomn

    • Calina Madden on November 12, 2015

      I can’t make any promises, but this is something we’ve been thinking on, Simon! Thanks for the suggestion!

  • This looks great! Could you turn on the new invoice graph in my account, so I can see it now?

    Thanks

    • Calina Madden on November 12, 2015

      Sure can, Ribeiro! I just turned this feature on for you, so you should see it now! :)

  • Casey Winans on November 12, 2015

    I second Juan’s request for more granular permissions. My consulting firm is limited in the same way — we have to give too much access for our PMs to be effective.

    • Calina Madden on November 12, 2015

      Thanks, Casey. I’m interested in how the current permissions aren’t working for you, so I’ll send you an email shortly!

  • Could the graph display currencies other than the dollar? I work with clients if different regions and it would be good to see the payments too. Additionally, could you add a currency conversion feature to that would take into account the payments and invoices and could at a glance see your returns irrespective of currency.

    • Calina Madden on November 12, 2015

      Thanks for this suggestion, Frank! At the moment, there are no firm plans to graph more than the company currency, though we’re currently thinking on potential improvements. If you have more details about what you’d like to see, feel free to email me at support@harvestapp.com!

  • Great, I’ve been wanting this and was about to make my own using the API. It would be nice if clicking on the bars took you to the matching report, so, e.g. you can see quickly who hasn’t paid you from two months ago. (While I’m at it — cross-linking in general would be great. Link to the client from the invoice, link to the invoices from the client, etc. Saves a ton of clicks.)

    • Calina Madden on November 12, 2015

      We’re considering this, Ken. I can’t promise we’ll do it, but it’s something our team’s been mulling over. Glad to hear the graph will be useful for you!

  • I’m really excited about this feature! Can’t wait to see it pop up on my account.

    • Calina Madden on November 12, 2015

      I just turned this feature on for your account, Sonia—hope you find it helpful!

  • Looks great, was really missing this. Counting down… :)

    • Calina Madden on November 12, 2015

      No need to keep counting! I just turned on this feature in your account. Hope you enjoy it! :)

  • Ben Johnston on November 12, 2015

    Hi, this is useful but as I invoice in three different currencies, I see the graph only displays data from my main currency. Is there a way to incorporate all currencies into the graph, or create multiple graphs? or failing that turn the graph off? (as currently at first glance the information could be misleading)

    • Calina Madden on November 13, 2015

      There’s no way to turn off the graph, and it currently supports only 1 currency (the one selected under Company Settings > Preferences > Currency). I’m curious, though, how we can make things better for you, and have some questions I’d like to send your way, if you don’t mind. I’ll send you an email!

  • Just wanted to say thanks for turning on the feature Calina!

  • Just wondering if it will be possible to do this graph per client, rather than just an overview of all clients. At the moment I’m manually creating a graph exactly as displayed above for certain clients – it would be so handy to have it already done for me in Harvest!

    • Calina Madden on November 13, 2015

      This is an interesting idea, Kat, and something we’d considered when building the graph. We don’t have plans to do this just yet, but thanks for letting us know it’s something you’d like to see!

  • An excellent addition! Thank you so much. Just wanted to know if there are any plans to add a custom date range to this view? I would love to be able to see invoices across more than one year to see a “big picture” view of trends. Nonetheless, this is a very welcome addition to an already excellent system!

    • Calina Madden on November 13, 2015

      Thank you, Nathan! We’re planning on adding timeframe navigation to the graph. We’re not sure of the details just yet, but we’re working on it. Keep an eye out for some forthcoming updates!

  • How can I turn the graph off? I’m working with more than one currency, this is a useless distraction for me. Could you add a checkbox in modules?

    • Calina Madden on November 13, 2015

      There’s no way to turn off the graph, but it’s good to know that you’re looking for multiple currency support. I’m interested in how you’re using multiple currencies, so if you have specific feedback about how we could make that graph better for you, don’t hesitate to email me at support@harvestapp.com!

  • We invoice in multiple currencies – it looks it only pick one of them to display?

    • Calina Madden on November 13, 2015

      That’s right, Ivan. Right now the graph and summary numbers will display invoiced amounts only for your company currency. (That’s the one you select under Company Settings > Preferences > Currency.) We’re thinking on ways we can incorporate multiple currency support, but there aren’t firm plans for that at the moment.

  • I can’t wait to have this!

    • Calina Madden on November 13, 2015

      Wait no more! I just turned this on for your account. Hope you find it useful!

  • Looks great! Nice you are doing this. I was one of the people who really wanted this!

  • Ooooo.. I want! ;) Love that Harvest is always making things better. One of the better products in our company toolset portfolio.

  • Written off invoices are marked as open invoices. This is confusing. It would be great to hide the graph as it appears to be only applicable for some usecases as seen in some of the above comments.

    • Calina Madden on November 13, 2015

      I agree, Florian, this isn’t the best way to handle written-off invoices. Better support for these types of invoices is something we’re currently working on, so stay tuned.

  • David Hardy on November 13, 2015

    Love the new Graph…a picture truly is worth a thousand words. Only one request, please, please let project managers send out their own Estimates. Now that would make Harvest perfect!!!!

    Keep up the good work.

    • Calina Madden on November 13, 2015

      Thanks, David—glad to hear the graph is paying off for you. :) I’ll share your feedback about project manager permissions with the team. We don’t have plans to change that soon, but good to know what could make Harvest a little better for you!

  • Sven Lenaerts on November 13, 2015

    Would love to have this feature turned on on my profile! Thank you. :)

  • The graph is a great additional tool.

    It would also be helpful to get aging, either in graphical or report format.

    Thanks for the good work.

    • Calina Madden on November 13, 2015

      Thank you, Doug, glad you like the graph! We don’t have plans for an aging report, but I’ll share this idea with the team. Thanks for letting us know it’ll help!

  • Great steps! While you’re at it, could you make the invoice value visible *without* VAT please? This is the only number we’re working with. Or at least have an option in settings to switch VAT visibility on of off? This is really importnat for European users.

    Thank you.

    • Calina Madden on November 16, 2015

      Thanks, Erik! No plans just yet to exclude VAT from the invoiced amount, but this is a request we’ve heard before. I’ll pass on that you’re looking for it as well!

  • Hi, thanks for this new birds-eye view! It already gave me good insights. It would be nice to allow it to minimize, so the actual invoices are again on top, or maybe place this gem on the start page dashboard.

    • Calina Madden on November 16, 2015

      Glad it’s helpful, Michael! A way to minimize the graph isn’t in the works right now, but I’ll share this thought with the team.

  • Another vote for multi currency support as this graph only provides small part of a much bigger picture. This is really important feature for us.
    Even the ability to switch the currency of the report “on the fly” would be a huge improvement.

  • How do I turn on the visuals for invoices? I don’t see this option. Thanks!

    • Calina Madden on November 16, 2015

      We just finished releasing this, Brandy, so you should see it in your account now.

  • I like the new Invoice graph! Would be good to have it per customer too. And a own tab for Drafts (not only “Open” and “All invoices”)

    • Calina Madden on November 16, 2015

      Thank you, Andreas! No plans at the moment for a per-client or draft view, but we’ll keep this in mind for improvements.

  • @Invoicera.com : Good Invoicing software, I would also recommend Invoicera Online Platform.

  • It would be great it we could click on each month and get a view by client. Is this in the works?

    • Calina Madden on November 16, 2015

      Not at the moment, Reba, but thanks for letting us know it’s something you’d like to see. I’ll share your thoughts here with the team.

  • Thank you, I can see the graphs now. Very nice!

  • Hi Harvest,

    In our administration, draft invoices don’t count. Only the ones that have been sent (open or paid). The graph overview also counts the drafts. For Dutch administration this isn’t useful at all, don’t know how this works in other countries?

    Best,
    Robbert

    • Calina Madden on November 17, 2015

      Thanks for the feedback about this, Robbert. There’s no near-term plan to exclude drafts from the graph, but I’ll let the team know this is something you suggested.

  • We love the new look of Invoices overview!! So much easier to search for invoices by clients and invoice number. This new graph is wonderful too! Loving Harvest!

  • Great feature, but we do the great majority of our transactions in USD and it only shows data for CAD invoices so unfortunately it’s not very useful for us. We have to keep our default currency in CAD because we are a Canadian business. Any plans to make the charts show multiple currencies?

    • Calina Madden on November 17, 2015

      Thanks, Stephen! No plans quite yet for multiple currency support in the graph, but it’s something we’re keeping in mind for future improvements.

  • I love the new visual UI, and once again I’m glad I came to Harvest – consistent updates and great service. Thanks!

  • Nicolas Pascual on November 16, 2015

    Thanks for the new feature in invoices!
    It’s very useful and nicely looking!
    I want to know if there is a possibility to distinguish the late paid invoices in the “all the invoices” view. Since this new feature isn’t allowed and it’s very useful to me.
    Once the invoice get paid, we lose the track of late paid invoices. (we need to look into each paid date and count days).
    Maybe you could add red css styles, but who knows.
    Thanks anyway.

    • Calina Madden on November 17, 2015

      Thank you, Nicolas! Distinguishing the late invoices is something we’ve been mulling over. No exact plans for it, but it’s on our radar.

  • Really like this. It would be very helpful if a click on the summary chart (or the mouse-over call-out) would filter the invoices below.

    • Calina Madden on November 17, 2015

      Thanks! Agreed, a clickable column could be pretty useful. We’re thinking on it!

  • Like the new invoice feature! Agreed that it would be helpful if the month columns are clickable and filtered the content below.

    • Calina Madden on November 17, 2015

      Glad you like it! And noted about making the monthly columns clickable—we’re considering it.

  • I understand the new graph must be very useful for many of your users. Unfortunately, the info in it is totally irrelevant for me and it’s taking up a very large part in my browser. It would be less intrusive under the “All invoices” tab or in the Dashboard, or perhaps even hideable. Otherwise I love your software!! Thanks.

  • I also like that I can see a future month’s draft invoices in totals. Is it possible to visually show “draft” invoices vs “issued” (while still viewing both “sent paid” and “sent open”) invoices in the monthly columns? This would be helpful when viewing a current or future month. Thanks.

    • Calina Madden on November 17, 2015

      Good question, Bob. It’s not possible to separate draft invoices from your open total. Thanks for the suggestion, though!

  • Hi
    I’m not using this feature, how do I hide it so that I can see more of my invoices on the screen without scrolling?
    Cheers

    • Calina Madden on November 17, 2015

      There’s no way to hide the graph, but I’m curious why you’d like to do that. I’ll follow up with an email!

  • This feature looks nice, but for me is pointless unless it is possible to have it in multiple currencies.
    Judging from the link below, customers have been asking for expenses in multiple currencies for over 7 years, and yet it is still not there:
    https://www.getharvest.com/blog/2008/07/invoicing-update-now-supporting-multiple-currencies/

    Again, nice feature, but I would have preferred if your team was focusing on something customers are asking for over 7 years, not adding new feature that still have the same problem: no multi-currencies.

    Please implement multi-currencies the right way.
    Thanks

  • It’s a great summary – I love it. It would like to actually pull a short report just with the graph and each months paid stats.

    Thank you Harvest!

    • Calina Madden on November 17, 2015

      Thank YOU! :) And interesting idea about the report. That’s not in the pipeline, but I’ll share the idea with the Invoices team.

  • I’m like @Stephen, we invoice in 3 different currencies, but it only shows the values in USD, so half my billing is not represented in the new graph.

    Otherwise, I love it.

    • Calina Madden on November 17, 2015

      Thanks for the love, Stephen! We don’t have explicit plans to support multiple currencies just yet, but it’s something we’re considering. Thanks for adding your vote to this!

  • This is great – thank you. Really useful. Immediately, I wanted to scroll back to see other time ranges – compare it to the last financial year, for example. Might this be on the road map?

    • Calina Madden on November 17, 2015

      Yes! We’re working on navigation that’ll allow you to move back and forth in time. Stay tuned!

  • LOVE! Wonderful… being able to see how I’m going at a glance is great. I’d love to see a line graph that runs through this with the number of invoices submitted and also another with the amount paid. But very, very happy with the new graph, thank you peps.

    • Calina Madden on November 17, 2015

      That’s awesome to hear, Alison, thank you! No plans quite yet for a line graph, but glad the bar chart is working well for you so far!

  • I love the graphs. For some reason, the month of April is not showing in the graph. Any idea of something on my end that might be causing that.
    Other than that, this is a great enhancement

    • Calina Madden on November 17, 2015

      Jim, that sounds odd. I’ll send you an email to troubleshoot!

  • I do like the overview but one thing isn’t really clear to me: are “open” invoices dragged over to the next month? Or only when paid? I have to say, for me the “open invoices per month” is not very interesting. only the total.

    Also for some small businesses its important to see “all invoices paid in 2015” since the payday is important for taxes, not the issue date (at least my country and my small business). So i would love to see this customization possibility!

    There are also some refinement possibilities like including uninvoiced hours to get a feeling of how much to expect this year. and the already mentioned per client view, including/excluding drafts etc. but i like the clean look, so dont kill it with too many features! =)

    Thanks

    • Calina Madden on November 17, 2015

      Good questions, Tim! The graph shows you the total amount of invoices you issued in a certain month, how much of that amount was paid, and how much of that amount is open. These open amounts don’t roll over into other months, and neither do their payments.

      There’s a workaround to see all invoices paid in 2015. Head to Invoices > Report, then click Generate Report. There, you’ll see an option to run a Payments Received report. This report will show you all payments made within the timeframe you specify, regardless of an invoice’s issue date. Not as fast to access, but just wanted to let you know this was available in case you didn’t know!

      Also, thanks for the suggestion to make that number easier to surface, and about the uninvoiced amounts. No plans for these just yet, but we’ll keep your ideas in mind!

  • It would really be great to be able to hide this graph. When I’m with a client and am about invoice them after a session, I don’t want them seeing info about my income!

    Please consider fixing this so it can be hidden!

    Thanks,
    Dave

    • Calina Madden on November 19, 2015

      Thanks for the comment, Dave! No plans for this just yet, but the team knows this idea’s been requested.

  • Can we please have this for Estimates overview also?

    • Calina Madden on November 19, 2015

      We don’t have explicit plans to add this to Estimates, but interesting idea! We’ll keep it in mind.

  • This is useful, but not as useful as it would be with a toggle for VAT incl./excl. With a number of international clients not all our invoices are with VAT, so simply deducting VAT over the entire amount is too rough.

    • Calina Madden on November 19, 2015

      Understood, Olivier, thank you for chiming in about this issue with VAT. We don’t plan to exclude tax from the invoice graph soon, but you can get that information by exporting an Invoice Report. I can understand how that’s not quite as useful, though, and I’ve let our team know your suggestion.

  • I love the improvements you are making.

    A few suggestions that would make it even better for us:

    – All the number sare always with VAT included. Here in Europe all the numbers are crunched excluding taxes. It would be great to have a setting where the invoices page ( x.harvestapp.com/invoices) to list the total amount excl VAT. The same for all summary numbers on the dashboard and at the top of the invoices page. Seeing the total amount including taxes on the invoice detail page is all we need. This is a peeve I’ve had with Harvest since we started using it like 4 years ago. Wow – I just checked – its been 6 years now.

    – The two summary numbers, I would love to be able to pick my own numbers (like quarterly revenue or such)

    • Calina Madden on November 19, 2015

      Thanks, Daniel, glad you’re liking the improvements! At the moment, there are no near-term plans for separating VAT or offering different number options, but thanks for letting us know they’d be useful for you! I’ve shared this with the Invoices team.

  • Ditto on the VAT issue (Eric, Oliver, Daniel). The “without VAT” must be given some focus now since the overview is mostly useless because it’s giving a wrong impression on how things are going!

    • Calina Madden on November 19, 2015

      Thanks for adding your vote to this, Christian! As I mentioned to Olivier, no near-term plans to support this yet, but something we’ll continue to consider.

  • I would be great to sort the invoices by due date!!!! Now I can only sort by issue date.
    Thanks in advance.

    • Calina Madden on November 19, 2015

      Thanks for the suggestion, Herculano (great name!). No plans for this right now, but we’ve heard this request before and our team will bear it in mind as we make improvements.

  • Also would love to have a dropdown that would show you next year or a set of months.

    And I second the request for the same graph or a similar graph for estimates. That would be huge for forcasting.

    Thanks for implementing this!

    • Calina Madden on November 24, 2015

      Thanks for the comments on this, Carl! We have plans to add a timeframe navigation so you can see other years. No plans yet to bring this over to Estimates, but we’re thinking on it!

  • ian johnson on November 19, 2015

    love the new graph. lets me see the invoice status at a glance.

  • Adding a vote on the possibility to toggle VAT incl/excl, preferably in the general settings. The overview with VAT included is only confusing.

  • Ditto on the idea of more granular permissions for PM’s. PM’s are generally on the floor with a team of creatives and having access to the financial overview is not ideal.
    The limited options make it tougher for our PM’s to manage everything down to an error in time reporting specific to a client/project.

  • Thanks Calina,

    +1 for multi-currency

    A useful feature if you deal in one currency. If you deal in multiple currencies is quite useless. Sorry, I deal in USD, SGD and DKK but I can only see a couple of scattered invoices in AUD, my business setting.

    I love the idea and direction but I assume there are many businesses which invoice in different currencies which no doubt will feel frustrated by you guys not supporting them.

    A simple solution, add a select box to toggle currency at the top of the page. BOOM! I don’t need to see total, the separate currency totals will do ;)

    Keep up the good work.

    • Calina Madden on November 24, 2015

      Thanks, Justin. So plans just yet for the graph to show multiple currencies, but we’re thinking on ways to make this better.

  • Thanks Calina, echoing Justin – keep up the great work! Briefly, for those like me on mobile, tablet or just needing more screen real-estate, can you please add a collapse button on the graph that remembers the visual state of the graph through multiple logon sessions? Thanks! -Michael

    • Calina Madden on November 24, 2015

      We’re considering it, Michael! I can’t make any promises, but I’ve let the team know your request.

  • Hi there, I would like to underline the need to display more than only one currency. Since this is already the case for the regular invoice tables this should be supported also for the new and very great birds view graphic.

    We are operating across Europe and are used to charge invoices in Euro (EUR) as well as in British Pound Sterling (GBP).

    If additionally a currency conversion would be included, an official currency conversion rate should be applied (e.g. European Central Bank http://bit.ly/1RJrZ0v).

    Thanks.

    • Calina Madden on December 9, 2015

      Hi Niels! Sorry for the delay in getting back to you, but I wanted to say thanks for adding your vote for multiple currency support. No plans just yet to do that, but it’s on our radar. I can definitely understand how useful it could be!

  • Currently the data and therefore graph itself is unusable because we just can’t update all invoice’s status as there is no bulk update option for invoice status, for example. We have more than hundred invoices that have already been paid but their statuses are still non-paid/overdue. Opening up invoices one by one is tremendeous overkill and its just not worth the effort. I would strongly suggest for you to implement support for basic data management scenarios and only afterwards think of some shiny widgets.
    Overall Harvest is a great tool but invoicing part seems to be neglected.

    • Calina Madden on December 9, 2015

      Thanks for the ideas on this, Normunds! We don’t have explicit plans right now to implement bulk updates, but this is a feature request we’ve heard before, and we’re keeping it in mind.

  • This is great, but it would be amazing if we could generate invoices that have subtotals by projects. It doesn’t make sense that either you have to create separate invoices for each project to get a total, or not include totals at all.

    • Calina Madden on December 9, 2015

      Thanks, Michelle! This kind of subtotaling isn’t planned just yet, but pass your vote for this on to the team!

  • Patricia Tassell on December 10, 2015

    I totally agree with this comment from Gregg below …. I regularly find myself wanting to drill down to the timesheet from an invoice and find it frustrating to have to go back to the timesheets page to find a particular entry to adjust.
    With thanks I vote this become a priority for Harvest.

    Gregg on November 11, 2015

    The single most important feature would be the ability to drill down to the timesheet details from an invoice assuming the invoice was created in detail from the timesheet details.

    • Calina Madden on December 18, 2015

      Thanks for adding your vote to this, Patricia! I can see how that’d be useful, and I’ve passed this idea to the team.

  • Patricia Tassell on December 10, 2015

    Also, thanks for the graphs, a nice touch to see invoice comparison at a glance.
    Best wishes,

  • Hi, nice graph. As others have commented, what is sorely missing is the link between an invoice and a project. I had to create a small app myself based upon the Harvest Api to fix this. If you could incorporate this into Harvest it would be awesome.

    Roger

    • Calina Madden on December 18, 2015

      I agree, Roger, that link could be really helpful. I can’t make specific promises, just because I can’t be sure how time will affect our plans, but this is something we’re actively thinking on. Thanks for the input!

  • 1) Ditto on the VAT issue!

    2) Also, I’d like to be able to change my year dates, since my company actually has a “november 1st to october 31th” fiscal year.

    3) I’d like to have Subtotals on the taxes when applying retainers. Since taxes where also on the retainer invoices, my clients must only that in account the taxes of the subtotal, not the entire new invoice.

    Thanks!

    • Calina Madden on December 18, 2015

      Hi Marc-Andr! Thanks for the suggestion about separating VAT and retainer subtotals. The team knows about these requests, so they’ll be considered as we work.

      As for fiscal year, you can currently change that! Just go to Company Settings, then click the Edit Preferences button. In the Fiscal Year section, select the starting month of your year, then save. :)

  • Very useful! Great addition!

  • Agree with Rachel: Please make view sent invoices for their own projects possible!

  • loving the new view, all one one loaction

  • Hi, The Graph is useful. Could it reflect the selected client filters?

    • Calina Madden on December 18, 2015

      No plans for this now, Michael, but this is a suggestion we’re keeping in mind.

  • This is a nice new feature.

    One difficulty I see, I have invoices in two currencies. But this chart ignores the second currency. Is there any way to have both currencies displayed?

    Thanks!

    • Calina Madden on December 18, 2015

      Thank you, Thomas! You’re right, the graph only supports one currency (the one selected under Company Settings). We don’t have specific plans to add multiple currency support just yet, but we’re considering it.

  • It would be awesome for my tax calculations if the graph could be made to exclude invoiced expenses and only show invoiced hours and corresponding amounts. ;-)

  • Love the overview graph – have one request though, I invoice in multiple currencies, is there any way to show a graph that isn’t my primary currency? Or even add the total of each month’s different currency income together? I know that exchange rates would make this super difficult, but it’d be nice to see an approximation of that holistic picture.

  • Would be nice if I where able set a budget in currency for a month or year. And than be able to follow up on the report site and show it in a graph next to the invoices.

    a tip check out harpoonapp.com they have done it really nice, but the service is only for a freelance/solo.

  • Wow! Great work Calina! You rock!

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