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Harvest for Xero: Copying Payments

When we launched the Harvest for Xero integration in 2013, we said no more copy and paste. But this time, we really mean no more dual entry, whatsoever. For those that have been using the integration, you’ve been happy since it works pretty smoothly. However, there has been one key part missing that has caused you some pain — copying of payments received on invoices from Harvest to Xero.

Harvest Copy Payments to Xero Blog Image

With our latest release of the integration, your payments recorded on Harvest invoices will get copied over to Xero. We’re not going to pull a fast one on you here though, so you’ll have to opt-in to this feature in your Harvest Account Settings > Integrations. Simply indicate that you’re interested in copying payments to Xero, and then let us know which Xero Payment Account you want them copied to and you’ll be in business. We realize everyone’s workflow is different, so that’s why we’re giving you the option to turn this on or off!

If you’re having any trouble, feel free to get in touch with us at support@harvestapp.com. If you want to share feedback with our product team, please fill out this quick survey. Next up, more flexibility with which Xero Revenue Accounts your Harvest invoices copy to!

Adding Time Tracking to Your Apps

From time to time, we come across a customer who’s decided to tightly embed Harvest into their daily workflow all on their own. Some customers prefer to have Harvest right inside the apps they use everyday, which may not be ones we already integrate with. The folks at We Are Mammoth did exactly this. When they first started to use Harvest, it was an adjustment for them. It was hard to remember to start and stop a timer, so they decided to use the Harvest Platform to add the Harvest timer directly into their issue management platform, DoneDone.

As Ka Wai from We Are Mammoth said, “The integration is magnificently easy and slick (Well done, Harvest team!). In about an hour, we had time tracking plugged into every issue in DoneDone.”

Not only was the implementation smooth, but they got the result they were looking for—more employees tracking time to Harvest. They even got some added benefits they didn’t expect:

“Clients and our co-workers can quickly access the original DoneDone issue on Harvest timesheets, which naturally will expand on the detail of work being done by the developer. This makes a world of difference for our billing department, who vets our timesheets before invoicing the client.”

If we don’t integrate with your own app, you can use our Harvest Platform to build it. We’d love to hear about it or help with any questions you may have!

To read more about We Are Mammoth’s experience with Harvest and building the integration, check out their blog post here. And check out DoneDone—over 28,000 time entries have come from there to Harvest to date!

Harvest for iPhone 3.1: Manage Invoices from Mobile

You and your clients are doing more business on mobile as smartphones become more sophisticated and bigger. Our iPhone app lets you track time and expenses, but invoicing is not as mobile-friendly. Starting today, you can manage invoices from anywhere with the latest release of Harvest for iPhone.

iPhone Invoice Management

Review and Update the Status of an Invoice

Simply whip out your iPhone—like at a bank, or a client’s office—to review and update the status of an invoice. You can view the status of sent invoices, and see which ones are paid and outstanding. And just as easily re-send invoices to clients who misplaced them.

Paired with our mobile-friendly web invoice, clients can view and pay invoices right from their phone.

Receive Push Notifications for Payments and More

With 3.1, push notifications notify you immediately of payment on sent invoices. As soon as your client pays an invoice via Stripe or PayPal, the invoice is marked as paid in Harvest, and account owners are notified on iPhone. For old-fashioned clients who prefer to pay by check, manually mark their invoices as paid and keep receivables up-to-date.

Businesses with timesheet approval also receive notifications sent as reminders to submit time — you’ll be less likely to forget, and you can submit easily right from the app in case you’ve already clocked out and left the office.

Send Clients a Thank You Note

After receiving payment you can send a thank you note right from the app to show your appreciation (and then splurge on some fancy coffee beans). You won’t miss a beat when surprising your clients with an immediate follow up.

This is the first step in managing invoices with Harvest for iPhone, and we plan to release more updates in the future. If you like what you see, please let us know with a review in the App Store.

Harvest for Android 1.7: A Reliable Business Tool

Harvest for Android continues to get better this year with the release of 1.7. Following the modern design introduced last month, the latest update is much more reliable, with a slew of bug-fixes aimed to increase stability and improve syncing data to Harvest.

Harvest for Android 1.7

Quickly Search for Projects and Tasks

Reliability is matched with performance. Time and expense entry has been completely redesigned, with a focus on making input and selection painless. Customers with many projects and tasks can now quickly search and select without having to scroll through long lists.

Create Clients, Projects, and Tasks on the Fly

Not only can you search through projects and tasks, you can also create them.  Clients, projects, and tasks can be created on the fly, even while offline. You won’t have to wait until you have access to a computer to start on something new.

Secure Data Remotely

In the event your Android device is lost or stolen, you can revoke access to Harvest for Android by visiting your Account Profile via a web browser. You’ll also notice the app requesting new permissions to access account services. We’ll be better equipped to securely manage and sync your Harvest account with this enabled.

We invite you try 1.7 with your Android device today, and stay tuned for features like invoice management in the near future. Please write feedback to support@harvestapp.com, and leave a review in the Google Play store if you like what you see!

Faster Estimate Approval and Payment with Gmail Actions

In May we made it easier for your team to view timesheets straight from Gmail with the initial release of Gmail Actions for Harvest. Now, we’re streamlining the approvals and payments process for clients to help you get paid faster. The latest Gmail Actions allow clients to view estimates and invoices with one click right from the corresponding email’s subject line. With fewer hurdles, clients have fewer reasons to delay. You’ll have more time to get work done instead of hunting down approvals and payments.

Gmail Actions for Harvest Estimates and Invoices

We’ve also added Gmail Actions for report downloads from Harvest. When reports get emailed to you, a button appears in the subject line to open them faster. Simply click Export > Google Drive from a report like the Detailed Time Report, and you’ll have one click access from your inbox to view the report in Drive.

If you or your clients are already using Gmail, these buttons appear automatically on emails from Harvest without any setup. Feel free to send us any feedback or get in touch with our support team if you are having any trouble!

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!

Meet the New Harvest for Google Apps

Google Apps is ingrained in our workflow here at Harvest, and many of our customers share the same story — checking e-mails in Gmail, collaborating on docs in Drive, and more.

Harvest fro Google Apps

The latest release of Harvest for Google Apps takes advantage of these tools already familiar and frequented by teams everywhere. It introduces the ability to pull users from Google Apps right into Harvest without re-entering any information. There’s also a tighter integration with Gmail. The team can take action on submitting timesheets and more right from Gmail’s inbox. Read on for the complete rundown of features.

Single Sign On

Sign in to Harvest with your Google Apps account and have one less password to remember. If you’re already signed in to another Google property like Gmail, you won’t have to re-enter your password to get into Harvest.

Import Users from Google Apps

With employees already in Google Apps, you can quickly add them to Harvest. From Manage > People in Harvest, click Import from Google. Then check off the Google Apps users you’d like to invite to Harvest. They’ll receive an e-mail with information to setup their account.

Gmail Actions

While viewing your inbox, a button now appears near the subject line of certain e-mails received from Harvest. These Gmail Actions provide one-click access to timesheets — either your own, or another employee’s timesheet for approval.

Export to Drive

Create the perfect time report and export it to Google Drive. Simply click Export > Google Drive from the report to export it to Google Drive. From there, manipulate the data in the resulting Google Spreadsheet, share it with colleagues or clients, and more.

Add the integration via the Google Apps Marketplace, and leave us a review if you like what you see! If you have any feedback, or if you’re having trouble please get in touch with our support team.

Harvest for iPhone 3.0: Refined & Simplified

We’ve updated our iPhone companion app with a more modern design, and a cleaner, simpler user experience. Behind the scenes, we simplified our codebase to gear up for future updates. Tracking time and entering expenses from iPhone feels even easier than before.

Harvest for iPhone 3

Here’s a rundown of the updates:

  • A brand new look & feel for iOS7
  • Swipe an entry to access start/stop or delete shortcuts
  • Better accessibility support for visually impaired users

The latest release is available today from the App Store — enjoy!

Connect Harvest with QuickBooks Online

Our newest integration with QuickBooks Online (QBO) makes invoicing a lot easier on your accountant or bookkeeper. With Harvest for QBO, invoices and recorded payments in Harvest are copied right to QBO. No longer does the person handling your books have to manually re-enter each line item or payment into QBO.

Harvest for QuickBooks Online

That means less time spent manually re-entering data into your QBO account, and fewer interruptions for your team. Simply create an invoice as you normally would in Harvest — detailed invoice information like billable hours and amounts are included as usual. Invoices will be copied from Harvest to QBO when you send them to your client, so you don’t have to remember to sync.

Here are step-by-step instructions to get started:

  1. Go to Accounts Settings > Integrations > Connect to QuickBooks.
  2. Select a Deposit Account, then Save.
  3. Create an invoice in Harvest as you normally would.
  4. Send the invoice to your client, and it will automatically copy to QBO.
  5. You may also copy the invoice to QBO from the More Actions menu of the invoice.

After the invoice copies to QBO, you can find it under Customers in your QBO account. When it’s time to get paid, payments recorded in Harvest are synced automatically to QBO.

For more information visit our Help Center article. We hope this integration puts a smile on the faces of bookkeepers and accountants everywhere!

Harvest for Android 1.5.1: Better Performance, Team Status, and More!

Recently we released a long awaited update to Harvest for Android. In previous versions, there were reports by some users experiencing issues with syncing, sluggishness, and even crashing. We did a serious overhaul of the codebase to fix these issues and to make further enhancements much easier to implement. The result is a more reliable app with vastly improved performance and usability.

  • Optimized Timesheet — Now you can jump to today’s date from any day of the week in the timesheet. Behind the scenes, logged time updates to Harvest more efficiently than before.
  • Team Status — Administrators can stay in sync with their team by viewing their team’s timers in real-time from the app.
  • Refer a Friend — The next time you mention Harvest at a cocktail party, you can share a unique link with partygoers and earn credit ($) towards your next month’s bill.

android-time-tracker

This build should feel more solid than ever before, and we invite you to give it a try! And as always, we’re listening — don’t hesitate to leave us feedback in a review on the Google Play store.