Your browser is no longer supported! Please upgrade your web browser now.
Posts by Calina Madden:

Better Expense Exports

We have some news today about our old friend, the PDF expense export. And when I say old, I mean those report exports were due for a little freshening up.

A lot of our customers export PDF files of their expense reports. Those PDF exports include, in addition to tracked data, receipt images, which are handy to send to curious clients, or are just nice to keep around for your own records.

We did some research, and realized our PDF exports might have been too bare bones—just receipts with expense info listed beside them.

So, we made some small but nice changes. PDF exports of expense reports now include a useful summary page. That page displays the details of your report filters, the report’s total amount, and a list of the expenses included in it.

A beautiful expense report

We also made some changes to the layout of your receipts and expense data, so they should look more handsome on the page.

We think these changes will be pretty useful for a lot of folks. And a big thanks to all of you who participated in our survey to help make these reports better!

We’ve Improved Invoice IDs

There’s long been a pet peeve at Harvest: invoice IDs. They seem so simple! But in fact, there’s a lot of complexity to the way we increment these numbers.

For most of our customers, invoice IDs are pretty easy. When you make a new invoice, we auto-assign a new ID by adding in increments of one to your last ID.

But things can get complex: not everyone wants a simple numeral-only invoice number. What if your ID includes decimals, version numbers, or client codes? The good news is, Harvest will let you do that. The bad news? We didn’t do that as well as we could have.

But wait, more good news! We’ve made some recent improvements to our IDs that should make them work much more smoothly. Here’s a quick run-down:

  • We now recognize decimals and will increment them properly. Got invoice ID 10.3? For your next invoice we’ll suggest 10.4.                decimal_ID_outline.png
  • We no longer backfill invoice IDs. We’ll just increment going forward. For example, let’s say your last ID was 400, but you manually entered ID 267 (it was from a long time ago, you just wanted it recorded). On your next invoice, we’ll now suggest ID 401 (we used to suggest 268).
  • We’re now smarter about incrementing IDs across clients who share the same ID format. For example, let’s say Acme Corp’s last invoice was 2014-INV-003, but Beta Corp’s last invoice was 2014-INV-100. We’ll now suggest invoice 2014-INV-101 for both of them. This ensures we use the proper format, but don’t backtrack.
  • We’ll now display your last ID used no matter what language or format it’s in! Got an invoice ID in Macedonian? No problem. macedonian_ID_outline.png

Other than these changes, your invoice IDs will work like they always have. When you create a new invoice for a new client, we’ll suggest an ID by adding in increments of one to your last ID used. After that, we’ll use the same format as your client’s last ID. You can also override a suggested invoice ID whenever you like.

We think these improvements will make things run much smoother for many of you. Around the office, we know they’ve made our Harvest Experts happy.

New! Mark Expenses as Billable or Nonbillable

Here at Harvest, we know projects are more than the sum of their hours. Lunch with a client, supplies for a project, tickets to Comic Con? All of this can be tracked in Harvest with our expenses feature.

The trouble is, there’s no way to flag which expenses you’ll pass on to your clients, and which are just internal.

But that’s changing! Today you’ll be able to mark your expenses as billable (invoiceable to your client) or nonbillable.

billable expenses

That billable box will be checked by default, since our Spider-Sense tells us you’ll want to cash in on those expenses. There are a few other things you’ll want to keep in mind:

  • We’ll pull only billable expenses into invoices.
  • Your projects’ uninvoiced amounts exclude nonbillable expenses.
  • Your expense report exports have changed. When you export expenses to CSV or Excel, you’ll see a new column titled “Billable?”; it’ll indicate your expense’s billable status. We’ve also made a few other edits to the expense report’s export format to make it consistent with time exports. Here’s a sample expense export so you can know what to expect.

Now if we could only figure out how Spidey’s web-shooters work, we could cut out those travel expenses…

Feature Update, October 31, 2014

We heard your feedback, and recently updated this feature to allow for more flexibility with default settings and billable status.

If a project is set up as non-billable, its expenses will default to non-billable. If a project is set up as billable, its expenses default to billable. We hope this makes this feature even more easy to use!

Say Hello to Getting Paid on the Fly

Everyone likes getting paid, and Harvest has a few features to help that happen fast—web invoices and online payments, to name a few.

Usually invoice payments through Harvest work great—if your client is on a computer. But what about your on-the-go clients who use their phone for more than Candy Crush? Ten percent of Harvest’s web invoice traffic comes from mobile—that means a lot of clients viewing a lot of invoices on their phones.

Previously that could be troublesome. Invoices didn’t look their best and, more importantly, you couldn’t pay them from your phone.

Today that’s changed. Say hello to Harvest’s mobile-friendly web invoices, featuring a brand-new, clean design.

Mobile web invoice

Even better, your clients can now pay their invoices straight from their phone. Just set up a payment gateway like Stripe or PayPal. Then your client simply taps the payment button to put money in your pocket.

Mobile web invoice payment

You and your clients are on the move—and now, so are your payments!