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Posts by Katie Rose:

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!

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).

New: The Harvest Power-Up for Trello

The Harvest for Trello integration just got a whole lot better! We’re delighted to be one of Trello’s first Power-Ups for Business Class, which makes Harvest time tracking a native feature in Trello. Once you enable the Harvest Power-Up on a board, your whole team will be able to track time right inside Trello. Simple as that.

Track Time from Trello Power-Up

Trello’s a great tool to manage your team’s projects. The Harvest Power-Up gives your team a quick way to get a timer going without ever leaving Trello. You’ll be able to see the total time tracked to each card in Trello. And better yet, all of your Harvest timesheet entries will have a link back to their Trello cards should you need to reference the details:

Trello Timesheet Entry

But this is just the beginning! We plan to surface more Harvest data right inside Trello so that you can have key information at your fingertips while you manage your projects. Have something you’d like to see added to our Trello Power-Up? Feel free to leave a comment here, or drop us a line.

For more information on how to set up the Power-Up and track time, check out our Help Center.

Project Exports Get A Boost

We’ve made exporting projects out of Harvest quicker with this latest round of updates, hopefully making your reporting process a bit easier.

Export only projects with a budget

Only care to report on projects with a budget? You can now zero-in on your active, budgeted projects by only exporting these from the Projects page.

Export Projects with Budget

Easily see if your budget is in hours or fees in your projects export

When you exported your projects in the past, you may have been confused if you had a mix of projects budgeted by hours and fees. We’ve cleared this up by adding a Budget By column to the export, which gives the units (hours or currency) of your project.

Budget By Column in Projects Export

Quickly export detailed time entries for a project

We’ve made it a bit more convenient to get all the detailed time entries associated with a project. You can export the detailed entries from your project’s page to Excel or CSV in just two clicks.

Export Project Analysis to Excel

Any questions or feedback? We’d love to hear from you.

Be Transparent and Accurate When Tracking Time in Other Apps

It’s pretty neat to never have to leave an app you use everyday to start a timer. Our integrations with various project and issue management apps like Asana, Basecamp, Trello, or Zendesk do exactly this. But there’s another huge benefit to these integrations that flies a bit more under the radar. Your Harvest timesheet entries link back to their external reference–like the Basecamp to-do, Zendesk ticket, or Trello card.

Trello Time Entry in Harvest Timesheets

Exports Now Include External Reference URLs

We spent a lot of time talking to customers who use these integrations and learned that they’re transparent with their clients. They share their Basecamp projects and Trello boards with their clients so that they can see what’s being worked on and what progress has been made. The one key thing that’s been missing is the ability to share how much time has been tracked to each task or ticket with your clients without a big manual effort.

Now, it’ll be much easier to know how much time you spent on specific items in other apps. We’ve added a new column to your Detailed Time export: the External Reference URL. When you prepare your weekly reports to send to your clients, you can now easily group time entries by tasks or tickets from these other apps, or provide a click through to the details.

External Reference URL in Export

Enter Time for Previous Dates

And if you’re going to share this data with your clients it should definitely be accurate, right? Up until now, tracking time from these apps has been a very in the moment thing. But now, you can backdate entries if you forgot to log time from a task or ticket on a specific day. What used to be a cumbersome process of flipping between these apps and your Harvest timesheets is now just one click away!

Changing date from Harvest Button

If you have questions or feedback on other ways we can improve time tracking from your project and issue management apps, let us know!

Share a Project’s Budget Progress with Your Team

One of Harvest’s most useful features is the Project Analysis page. Here, you can see reports on your project’s progress–how much time was tracked and how much of your budget remains. In the past, only Administrators and Project Managers could see this page. Over the next few days, we’ll be releasing a change that’ll allow you to open up this report to the rest of the team on a project by project basis.

Why the change? In a nutshell, transparency! You can give non-project managers a read-only view into project progress so that everyone can be more proactive about keeping the project on track. Project Managers will no longer need to update the team on how they’re doing against the budget–the whole team can see it for themselves in Harvest in a few clicks.

All you have to do is select Show project report to everyone on the project in the Permissions section of the project form and the project team will have access to the Project Analysis report.

ProjectPermissionsEdit2

What can your team see with this permission?

  • Total time for the project, broken down by billable and non-billable hours
  • Their own hours, broken down by task
  • Hourly budget progress (for the project as a whole, or their own)

What can’t they see?

  • Breakdown of each team member’s hours
  • Fee-based budget progress
  • Expenses
  • Billable rates and amounts
  • Costs

Here’s an example of what the team will see:
Project Analysis for Regular User

And if you don’t turn this new permission on for a project? Regular users won’t be able to see the Project Analysis page at all. They’ll just see their own timesheets and expenses (same as they do now).

You’ll see this new permission on your projects within the next few days. If you have any thoughts or questions, let us know!

Drill into Tasks and People on your Project

Our Project Analysis pages offer a great way to quickly check the status of a project, but sometimes you may want more detailed information on the time tracked to a project. As of today, we’ve made digging into your project information even simpler, with the ability to drill into tasks and people. Let’s go through an example of how these data points can be useful:

You’re one month into a three month project, and you’ve noticed you’re already close to the end of your budget. When you check things out on your Project Analysis page, time logged to Design has eaten away at most of the budget. What gives?

Now, with one click, you can see all of the people who tracked time to Design. You realize that the person you assigned as backup for design has logged more hours than the primary person – time to have a chat with the team to see what’s going on!

Mid-level Drill-down Blog Post Image

And if seeing the breakdown of people who tracked time to a specific task (or tasks to a specific person) isn’t enough detail for you, you can also click on the Total Hours to see the individual time entries on the Detailed Time Report.

Detailed Reports Image for Blog Post

These changes should help you understand the numbers, and where they’re coming from with just a click (or two)! If you have any questions or feedback, just give us a shout.

Introducing Harvest for GitHub: Track Time on Issues and Pull Requests

Our developers at Harvest spend a majority of their time in GitHub. As someone who organizes our projects, I tend to live in Basecamp or Trello, so the fact that I can start a Harvest timer from those apps is great. But for developers who actually do their work in GitHub, it’s been a bummer that they haven’t been able to start a timer from there. Today, we’re excited to add GitHub to the list of apps you can track time from with the Harvest Chrome extension!

If you already have our Chrome extension installed today, you’ll now see a Track Time button at the top of every GitHub issue and pull request. If not, just install it here. The highlights of the integration:

  • Quickly start and stop a timer from GitHub issues and pull requests. There’s a button at the top of the page, but also down near the comments.
  • The ID and title of the issue or pull request will populate into your Harvest notes.
  • Your Harvest timesheet will have a link back to the GitHub issue or pull request associated with that entry.

harvest-for-github@2x

The Harvest for GitHub integration will make developers and project managers happy. It’ll be easier for developers to get a timer going, meaning they’ll be more likely to track time. For project managers, that translates to not having to remind your team to track time and having more accurate reports. Win, win!

If you have any questions or feedback, just get in touch with us.

The Harvest Widget: A new way to add time tracking to your app

For the last several years, we’ve been working on providing a time tracking feature any developer can add to their app with just a few lines of code. Our goal is simple: let developers focus on the core of their products, and let Harvest handle the nuances of time tracking. This approach has been a win-win for partners like Asana and Flow, who seamlessly integrated a time tracking feature into their apps with the Harvest Button (formerly called the Harvest Platform).

Today, we’re announcing a new way for developers to add time tracking to apps – the Harvest Widget. It’s just as easy to implement as the Button, but it allows for a different user experience. Rather than having to click the Button to open up the Harvest window to track time, that modal window will just live right inside the interface of your app.

Issue management and help desk apps are great candidates for the Widget – they typically have the space on the interface to fit it. Not to mention that starting a timer in the least amount of clicks as possible is key when handling customer issues or tickets. In fact, we recently rebuilt our JIRA and Zendesk integrations to run off of the Harvest Widget:

JIRA Widget for Platform page

Harvest for Zendesk Widget - Marketplace

Now, the Harvest Widget is publicly available for anyone to add to other apps. Point your developers, or product teams at other apps you use, to our new Button & Widget page. We’re here to answer any questions you have!