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Posts by Calina Madden:

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. 

Two Improvements to the New Invoices Overview

The new Invoices Overview has been out in the wild for about a month. Since its release, we’ve gotten great feedback that the new filters and search are pretty darn useful! We’re not the type to be easily satisfied, though, and we’ve been hard at work on some improvements.

First, we’ve added a Paid On column to your All Invoices tab. And, it’s sortable. Just head to your All Invoices tab, click the Paid On column, and you’ll be able to see invoices sorted by payment date. This’ll make catching up on your recently paid invoices much easier, and you’ll be able to work more smoothly when recording payments or sending thank-yous.

paid_on_column

Second, we made two updates to the way retainer invoices are displayed in Overview. The problem was that retainer deposits aren’t usually considered revenue, so we needed a way to separate these retainer invoices from your overall total. That way, you’d have more accurate numbers to understand your income.

If you have retainers in your account today, we now show you two separate totals: one that includes standard invoices and invoices that draw from retainers (this is usually revenue), and a second total for retainer deposits (this is usually not revenue).

retainer_totals

Also, we now visually distinguish retainer invoices in your table, so you can easily track them down. Check it out:

retainer_label

We’re continuing work on this section, so stay tuned for more improvements coming your way!

Introducing the New Invoices Overview

Two weeks ago we gave you the heads up about a new Invoices Overview. Today, we’ll start releasing that Overview—you’ll see it in your account soon!

For this first phase of our update, we had one primary goal: offer ways to more easily access the invoices you need, all in one place. You’ll notice an improved the design, but more importantly, we’ve added ways to search by ID, filter by client and timeframe, and manage your invoices without ever having to leave Overview. Get acquainted with the new view with this quick and handy intro:

First, you’ll notice that Overview’s design has been refreshed. In addition to being easier to scan, the new design is now home to two tabs: Open and All Invoices. We think of the Open tab as your invoice inbox. It’s a quick stop to view all your most important invoices, the ones that need action to get paid.

invoices_open_tab

What if you want to see all invoices, or invoices for a specific client or timeframe? Hop over to the new All Invoices tab. This is where you’ll find the new client filter, so you can see just the invoices for a specific client.

client_filter

Interested in how much a client owes or paid you? Use the status filter in the top left of the All tab to view just open, closed, late, sent, or draft invoices. And if you need to see invoices issued during a certain timeframe—like this fiscal year—just use the new timeframe filter to get just what you need.

status_and_timeframe_filters

Finally, we also added the ability to search by invoice ID. Let’s say a client’s emailing you about a specific invoice, or you just received a payment you need to record. Head over to search, type in the ID, click, and you’ll be brought straight to the invoice page for fast access.

invoice_search

We hope these improvements make it easier and faster for you to track down the invoices you need! Over the next few weeks, we’ll be releasing a few other features as well, like handy visualizations so you can better understand your income at a glance. Stay tuned!

If you have any feedback, let us know in the comments. Or, write to us at support@harvestapp.com—you’ll be in touch directly with the team working on this change, so questions or feedback are always welcome there!

A New Invoices Overview Is Headed Your Way

invoices_overview

Some invoice improvements are coming your way! Over the next few weeks, we’ll be releasing a new Invoices Overview.

What’s that mean? Soon, when you head to Invoices > Overview, you’ll see a new design, as well as a few new handy features. Other sections in the Invoices tab—like Report, Recurring, and Retainers—will stay the same. And never fear: all of your existing data will remain safe and sound.

Why the change? Simply put, Invoices Overview was old. We wanted its design to match newer parts of Harvest, like Projects. And more importantly, we needed to clean up this section so we could improve existing features as well as add new ones.

Speaking of new features, we’re adding search! When we release the new Overview, you’ll be able to search by invoice ID, so you can track down any invoice in seconds. Check it out:

invoice_search

You should see these updates in your account soon! We’ll also have another blog post closer to release to introduce you to all the sparkly new features. And in the meantime, if you have any questions or feedback, just let us know in the comments or send us a note!

Update: We’ve gotten a lot of comments requesting ways to find invoices by client, and we wanted to let you know that feature is already included in this update! You’ll find filtering by client under a new All Invoices tab when the new Overview is released.

Update, August 31, 2015: The new Invoices Overview that this blog post announced is now live! You can see more here.

Easier Duplicates, Smarter Selectors, and Consistency

Back in May we posted a quick note about polishing. Since then we’ve been chugging away and wanted to highlight some improvements we think will make your Harvesting a bit more bountiful.

Duplicating Archived Projects

First, you can now duplicate archived projects. In the past, you used to have to unarchive a project to duplicate it—but why? You let us know duplicating was just as important for archived projects, and now it’s easy peasy. Just click the Duplicate button that appears at the top right of the archived project’s Analysis page and it’s done.

image_duplicate_button

Smarter Date Selectors

Second, we made our date selectors smarter. In many places throughout Harvest, we let you easily select a date range. You have one field for the start date and another for the end. This usually works fine, but sometimes you’d select a start date in the future. If so, the end date wouldn’t change—and you’d wind up with an end date that fell before the start date.

Today, Harvest is just a bit more savvy: We’ll update your end date based on the start date you select.

Consistency in the Small Things

Last but not least, we’ve been hard at work behind the scenes to make sure your experience in Harvest is consistent. Recently we’ve been focusing on:

  • Improving the look and consistent usage of icons.
  • Making sure high-level layouts (like page headers) are the same throughout Harvest.
  • Editing copy, so when referencing the same thing, we use the same language.
  • Updating components like tables, forms, and buttons to use the same design styles.

Some of these updates aren’t immediately obvious, but with consistency comes predictability. And a predictable app is easy to use. There’s more in the pipeline for consistency updates, but we think in the long run Harvest will feel smoother and more familiar.

That’s it for today’s update from Harvest HQ! And if you have any questions, just let us know in the comments.

Expense Categories: Now with Archiving

It’s spring! Time to throw out that sweater you haven’t worn since 1995, and dust off your beach umbrella.

Here at Harvest, we’re prepping for a bit of spring cleaning, too. A few weeks back, we revealed an improved design for expense categories. Over the next few days, we’re releasing the second part of that improvement: the ability to archive expense categories.

If you’re an administrator, just go to Manage > Expense Categories and you’ll be able to archive any category in your list. Check it out:

archived_expense_categories_gif

If you’re not using a category anymore, just archive it! It’ll be removed from your active categories list, keeping your view nice and tidy.

Worried about how archiving affects data? Don’t stress. Here’re some useful details about how archiving affects your account:

  • If an expense category is archived, you can’t track an expense to it.
  • Archiving an expense category won’t delete your data. Instead, the category is moved to an archived list.
  • If there were expense entries tracked to the category that you archived, they remain intact. You can still report on them and invoice for them. You can also still edit all data related to those expense entries!
  • You can restore an archived category at any time. Restoring the category allows you to track expenses to it once again.

If you don’t see this feature in your account yet, don’t worry. We’re doing a gradual release, so you’ll see it soon! We think this’ll make your spring cleaning—at least in Harvest—a bit smoother. And if you have any questions, just give us a shout!

* We pulled the cat scene of our GIF from Ethan Marcotte’s craftily curated bukk.it. If anyone knows whose cool cat that is, we’d love to know too! 

A New Design for Expense Categories

There’s a section in Harvest that’s looking a little more dapper today. For all you admins out there who track expenses, head to Manage > Expense Categories for a peek at its brand new design.

new_expense_categories

Besides a more streamlined look (which we hope is also easier to focus on), we updated a few interactions:

  • Adding a unit price (like $1 per mile or $6 per puppy) is now enabled with a checkbox.
  • The Delete button now says Delete (it used to be a trash icon), and you can access it with one click.

What’s the point of this makeover? We’re laying the foundation for more functional improvements! Next up, the ability to archive expense categories, so you can start tidying up those categories you’re no longer using!

A Better Uninvoiced Report and a Nod to Polishing

I often think of software improvements happening in leaps and bounds—major changes, obvious design upgrades, brand new features. Think Mavericks to Yosemite, Harvest’s own Projects upgrade, Dots to TwoDots (other fans out there, how do you get past level 58?!).

The truth is, though, we’re always polishing things up, moving toward better design and interaction. And those things often go unnoticed. And those things can be really useful!

One of the most handy undercover upgrades we made recently improves your Uninvoiced Report. Remember when that report showed you a long list of all projects, even if some of those projects were completely invoiced? Good news: You don’t have to do that anymore. Take a gander at this sly little filter:

uninvoiced_report_filter

Click it, and you’ll hide all projects that are fully invoiced. This filter changed my list of over 100 projects to a list of 5. Woot!

Polishes like this are usually quiet, without fanfare. Granted, some, like this one, require you to take an action to have effect, but others work under cover of subtlety. And I think that’s a strength. You may not notice a slight change in font size, the consistent use of a word, a second-faster load time. But a small change can have a big impact. In the long run, you’ll feel it. And it just feels…better.

Account Settings Gets a New Home

Today you might have noticed a slight change to the location of your Account Settings. Take a look at the top right of your Harvest account, and you’ll see Settings in its new home.

navigation_change_screenshot

This change is twofold:

  1. Account Settings is now called Company Settings (don’t worry, it’s just a name change—all the functions are the same).
  2. Company Settings is now right in your top navigation menu. One click and you’re there!

Why the change? That’s a two-fer too.

First, this refreshed design is in preparation for future updates. Behind the scenes, our team is working hard to make Harvest better. Part of those improvements involve easier navigation, and this update is the first step.

Second, we’ve heard a lot of feedback that our Company Settings were hard to find. We’re not a fan of hiding features, and by pulling Settings into the main navigation, they’ll be both easier and quicker to access.

We think this change will be a nice tweak for a lot of Harvest admins (don’t fret, all you project managers and regular users—this change won’t affect you). Got any questions? Let us know at support@harvestapp.com!

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!