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Posts by Curran Boomer:

Introducing Harvest for Slack

It’s our belief that time tracking should be frictionless and accessible, no matter where you prefer to work. That’s why we offer desktop and mobile apps, browser extensions, and integrations with your favorite tools, including Trello, Basecamp, Asana, and Github. Until now, however, there’s been one glaring exception: Slack.

If you’re like many modern businesses, chances are you spend a lot of your working day in Slack, discussing projects, sharing updates, asking questions, and posting that Bitmoji that perfectly captures your feelings. Now you can add tracking time to that list.

With the launch of Harvest for Slack, you can bring time tracking directly into your team’s conversation. The integration also puts a ton of new information at your fingertips with the magic of slash commands. Try out the new Slack integration for yourself or read on for a rundown of everything you can do with it:

Conversations move fast. It’s easy to start chatting about a project without getting a chance to start a timer. Now all you have to do is type /harvest start into Slack and you’ll be able to start a Harvest timer without leaving the conversation. And when you’re done, just type /harvest stop to stop tracking. Continue reading…

Using Zapier to Improve Your Harvest Workflow

In this guest post Kim Kadiyala explains how using Zapier to connect Harvest to your favorite tools can make your team’s workflow even more efficient.

Like thumbprints or snowflakes, no two workflows are quite the same. Every company has their own way of doing business, one that’s evolved over time to meet the preferences and priorities of that particular team.

As you add tools to your workflow, however, it’s easy for it to become unwieldy. That’s why it’s essential for the tools you use to work together. Otherwise, you might find yourself wasting time switching between them or manually duplicating tasks across multiple platforms. Harvest’s integrations are a great way to connect Harvest to the other tools in your workflow. But if you’re looking for even more options, Zapier might be the answer.

Zapier is a web app automation tool that lets you send data from Harvest to over 750 apps, including Slack, Google Calendar, Asana, Trello—no coding knowledge necessary. With a few clicks, you can create Zaps (automations) that link all the tools you use in one seamless workflow, automating the manual tasks you’d rather not spend time on.

Here are stories from three Harvest customers who used Zapier to link Harvest to other tools and make their workflows more efficient. Hopefully they inspire you with ideas for improving your own workflow and saving time. Continue reading…

Track Time Without Leaving Basecamp 3

One of our goals is to make time tracking painless by bringing it directly into your workflow. We integrate with the tools you use most frequently, so you can track time without interrupting your work. You’re more likely to start a timer—and make sure it’s updated throughout the day—if you see a timer right there in the tool you use to manage your work. For lots of people out there, that tool is Basecamp.

Harvest has had a long-standing integration with Basecamp Classic and Basecamp 2, but we were a little slow integrating with Basecamp 3 (sorry about that!). Well, the wait is over. We’re officially extending our Basecamp integration to Basecamp 3.

How does it work?

If you already have a Harvest account, all you need to do is install the Harvest browser extension for either Chrome or Safari. (Not a Harvest customer? Create a free trial to get started). Continue reading…

One Is the Loneliest Number

How PMs who work alone can get feedback from peers

 

The second installment in our series of interviews with project managers brings us to London for a conversation with Holly Davis, an agile project manager at Deeson. She has worked as a PM at White October and has served as a contributor at Every Day DPM. She addresses a problem confronted by many PMs: how to get feedback on your work and grow in your job if you’re the only project manager at your company.

Tell us a little about your role and the work you’ve been part of. What are you most proud of?

I work at Deeson, one of the UK’s longest-established open source agencies. We build innovative, stable, and effective digital properties for a range of high-profile companies and organizations.

My role as an agile project manager involves providing high-level, agile-style leadership to the development team, managing the working environment in which the solution is evolving, and coordinating all aspects of project management at a high level.

In terms of work I’m really proud of, in my previous role at White October I was part of the team that designed and developed Let’s Talk FGM, an iPad app that helps health professionals talk to patients about female genital mutilation. We had a small budget but designed and developed a brilliant tool for social good which even won a London Design Award at the end of last year. It’s hugely rewarding to build something that has the ability to change lives. Continue reading…

Add Expense Reports to Invoices, Automatically


We know you aren’t tracking time for the fun of it. You want critical insight into your projects and the ability to invoice your clients. That’s why Harvest makes it easy to pull the time you track into professional online invoices. But when it comes to invoicing, time is only half the equation. You also need the ability to invoice for any expenses you incur.

That’s where Harvest’s expense tracking comes in. You can record expenses right alongside your time. (If you’ve never checked it out, head to Timesheets > Expenses to give it a spin. Just make sure the Expense Tracking module is turned on under Settings.) The Harvest mobile apps make tracking your expenses as easy as taking a picture. Snap a picture of your receipt, enter the details, and boom—you’re done.

While Harvest has always made it easy to record expenses, there hasn’t always been an easy way to make sure those expenses were transparent to your client. Our latest update changes that.

A picture (of your receipt) is worth a thousand words

Now with the tick of a checkbox you can seamlessly attach an expense report, including pictures of your receipts, to an invoice.

When you create a new invoice, you’ll notice the Expenses section now includes an option to attach your receipts. All you have to do is check that box and voilà, an attachment will appear on your saved invoice that includes all your expense details and images of your receipts.

We think you’ll love this change for a couple reasons:

  • It saves time and takes the manual work out of attaching an expense report.
  • It allows you to see exactly which expenses are associated with an invoice.
  • It promotes transparency with your clients by letting them see the actual receipts you’re invoicing for.

That’s not all, folks

There are a couple more advanced features that should please veteran invoicers. For example, if you forget to check the box while you’re creating your invoice, you can still attach the expense report to a saved invoice.

And what if a team member forgets to attach receipts to their tracked expenses? You could wind up with an expense report without any receipt images. But don’t worry! Just edit those entries and attach the receipts. Then, head back to your invoice, remove the first expense report, and attach a new one. The receipt images will automatically show up in the new report.

To see this feature in action, check out the video above. We hope you’ll give it a try the next time you create an invoice in Harvest. And, as always, if you have any questions, you can drop us a line.

What’s in a Name?

One producer wrestles with the ambiguity of her title.

All sorts of people use Harvest to track their time, but we know Harvest holds a special place in the heart of many project managers. We’ve had the opportunity to meet a lot of these PMs and hear about the unique challenges of a job that doesn’t often get a lot of attention. So, we created a column on our blog for PMs to share their biggest challenges and inspire each other with creative ways to tackle them.

Our first contributor is Grace Steite Masri, a senior producer at Your Majesty who has previously worked at Big Spaceship.

grace-steite-masri-min Grace, center, with the Your Majesty team at their Swedish Midsummer celebration.

Tell us a little about your company.

Your Majesty is a digital agency based in Manhattan. Our work is primarily geared toward web design and development, but includes everything from branding and advertising to experiential work. Continue reading…

Focusing Your Sales Efforts with Time Tracking and Team Scheduling

Time tracking and team scheduling are two familiar tricks of the trade for project managers and business owners, who rely on them to keep projects on track and keep tabs on the health of the business.

But these tools can also provide a wealth of useful information to account executives and business development managers responsible for winning new business. Here are six ways you can use time tracking and team scheduling to make your sales process even better:

1. Define your ideal client

When your business was first getting off the ground, you probably worked with whoever would hire you as a matter of necessity. But as your business grows, you can afford to adopt a more long-term outlook that may involve turning away some potential clients. Continue reading…

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…

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…