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Product News posts:

New Reports in Mobile Apps

We recently released a new Reports section in our mobile apps, which includes a basic Time Report for all users and a Team Report for Admin users. I’d like to give you a quick explanation of these two reports, plus another small enhancement that comes with these recent updates.

The My Time Report gives you a high level overview of how much time you’re tracking as an individual. It shows where you’re spending your time, whether it’s billable or non-billable, and how much you’ll be able to invoice for that time. This report is similar to the My Time Report in the Harvest web application, only it’s been designed with the mobile user in mind. Important figures stand out, and we took care to make any tabular information fit well on smaller screens. For now, we allow you to choose between five preset timeframes for this report. You can quickly navigate between timeframe periods by swiping left or right on iPhone or using the arrow buttons on Android. In the future, we hope to allow custom timeframes for this report.

The Team Report is based on the new Team section, released late last year. This report will give Administrators an overview of total time spent per week, along with time spent by each individual on their team that week. Similar to the My Time Report, you can easily navigate forward and backward through weeks using the arrow buttons (Android) or by swiping left and right (iPhone).

In addition to the new reports, we’ve also done some work on the backend to make sure the Favorites that you assign are persisted across all three of our apps: iPhone, Android, and Mac! If you track time from several different devices or switch accounts often, you don’t have to worry about that Favorites list disappearing or looking different when you sign in from somewhere new.

Team Tags Are Now Roles in Forecast

Team Tags in Forecast have always been a powerful way to organize your team when scheduling. If you want to see which of your developers has availability next month for a new project, you can simply filter your Team Schedule to just people tagged “Developer”.

Today, we’re shipping a small change that renames Team Tags to Roles. Roles work exactly like Team Tags did yesterday, so you might not even notice!

However, we did take this opportunity to also include a Roles manage page (which you can access from the navigation menu in the top left of Forecast). This page simply lists all roles you’ve created, and allows you to add, remove, or rename any role. You can also add or remove people from any role right from here.

Lastly, if you sync your Forecast account with a Harvest account, we have some news for you: we’re actively working to bring roles to Harvest! Stay tuned for more information on that soon.

If you haven’t used team tags before, we encourage you to try assigning roles to your team and filtering your Team Schedule! It’s a handy way to make scheduling more manageable. As always, if you have any questions, please drop us a line.

Some Great Updates for Stripe Users

We’re excited to tell you about some recent updates our team has implemented for our Stripe integration. As many of you know, Stripe is one of the payment gateways we integrate with here at Harvest. It allows your clients to easily pay your invoices online, making the process of getting paid quickly a breeze. Let’s jump in!

First, we’ve been able to improve data security by changing the way that Harvest talks to Stripe. Without taking you too far “into the weeds,” we no longer store an access token for each Harvest account that is connected to Stripe. This means that we’re storing less sensitive data on our side, making an already secure system even more secure.

Secondly, we’ve fully integrated Stripe’s newly supported currencies. Back when we first built this integration, Stripe had more limits on which currencies could be used and by who. For example, Stripe accounts in Canada could charge in US dollars and Canadian dollars, but they couldn’t charge in British pounds. Today, thanks to Stripe’s expanded currency support, Harvest users can now charge their clients in their native currency in over 135 countries.

We hope that you are as excited as we are about these changes! If you have any questions, be sure to reach out.

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…

Export Scheduled Hours by Month in Forecast

Forecast exports are a great way to take your scheduled hours on-the-go or to calculate various future business metrics. However, while the Forecast schedule view focuses on days and weeks, business metrics are often looked at from a higher level.

Today, we’re excited to introduce a new Monthly format for Forecast exports. The exports are mostly the same, but now hours can be rolled up by month instead of just by week. You can find this option under the new “Time Format” section on the Export form:

We’ve also recently updated the “Timeframe” section, adding quick selection for the most used timeframes. This should greatly speed up your exporting, but you can still select a custom timeframe if you need to. As a bonus, we’ll also remember the options you use the next time you export.

As always, if you have any questions, please drop us a line. Happy scheduling!

New Features You May Have Missed

The past month flew by quickly with the release of our new fixed fee projects. So we wanted to pause to highlight some new summer releases that you might have missed! (And if you haven’t skimmed our blog recently, here are last month’s mini updates too.)

Delete Projects with Tracked Data

Until now, Harvest wouldn’t let you delete projects with tracked time or expenses. That may have been too overprotective. Sometimes you just want to delete dummy projects, or get rid of old data. Now that’s as easy as typing YOLO.

Delete project modal

Save Time When Checking on an Invoice

Now when you search for an invoice, you’ll see your invoice’s status (paid, sent, etc) right in the search menu. This means you don’t have to waste time clicking into the invoice to check if you sent it, or if your client paid. Just search the ID, and you’ll see the status immediately.  Continue reading…

Introducing Fixed Fee Projects

Get ready, today we’re introducing support for fixed fee projects!

We’re rolling out these features gradually, so administrators and project managers, you can expect to see some changes to your account within the next few weeks.

What Is a Fixed Fee Project?

A fixed fee project is any scope of work that you bill at a set price, no matter how long it takes to complete. You may also call these projects flat rate, fixed price, or flat contract.

What’s New?

Harvest has always been great for tracking projects that bill hourly. Our project settings, reports, and invoices are built around these kinds of time and materials projects.

But until now, there just hasn’t been a clear way to track a fixed fee project. Today, we’re introducing three features to better support those fixed fees.

1. Setting Up a Fixed Fee Project

When you create a project, you can now choose if that project is time and materials, fixed fee, or non-billable.

fixed fee project type selector

2. Invoicing a Fixed Fee Project

If you invoice for a fixed fee project from its Analysis page, we’ll automatically pull in your uninvoiced fees. (Previously, we would pull in hours and hourly rates—yikes!).

fixed fee invoice

3. Reporting on a Fixed Fee Project

The Uninvoiced Amount for your fixed fee projects will now be accurate. Previously, it was based on hourly rates. Now, we’ll calculate it by taking your total project fees, and subtracting any invoiced amount.

uninvoiced amount report for fixed fee project

What Happens to My Existing Projects?

When you get access to these new features, all your projects will default to the Time and Materials project type.

But don’t worry, this is simply a label! All your project settings, reports, and invoices will remain unchanged. In fact, you may not even notice any changes to your account.

If you want to change the project’s type, all you need to do is edit the project. Otherwise, you don’t need to do a thing!

You can read more detail about how our new features will affect your account here.

What to Expect Going Forward

We’re happy to introduce these first steps to help track fixed fee projects more accurately and obviously. But we also know some additional features could make these projects even more useful.

There are a few features we’ve purposefully left out so that we could start simply. Over the next few months, however, you can expect us to keep improving fixed fee support.

A Note on the Past, Looking to the Future

If you’ve been with Harvest for a while, you might know that we’ve wanted to support fixed fee projects for…well, a long time. It’s been a winding path getting us to this blog post.

On that path here, we’ve knocked out some blockers—like a new Projects section, and the ability to link a project to an invoice. We released a preliminary set of fixed fee features to a group of beta users, whose generous feedback helped us learn how these projects work. And there have been a few paths we’ve gone down, only to turn around and start again.

That’s why we’re all the happier to be able to bring these features to you today. It’s a start of something we think will lead to a more useful, more powerful Harvest.

If you have any questions, or want to share your ideas to make fixed fee projects better, just let us know!

Refreshing Harvest: Thinking about the Visual Design of an 11-Year-Old App

Did you know that Harvest turned 11 years old this past March? That’s right, Harvest is approaching its teens! We’re proud and thankful that, with your support, we’ve been able to build a useful product that helps businesses both track time and work smarter.

But with that many years behind us, Harvest is starting to show its age—the design of Harvest hasn’t seen a major update in a number of years.

With each new project, we tend to focus on the experience, and not so much on overhauling the visual design. We’re usually content as long as something is clear and easy to use. But if you look closely, you can see that our treatments of type, color, layout, and interactions across different sections vary, sometimes wildly. Inconsistencies have developed as different designers have been responsible for different sections of Harvest.

Inconsistency makes things difficult to use, and while that difficulty can be subtle, it’s not what we want for Harvest.

Time to Refresh

We’ve been thinking about (and bothered by) our aging and inconsistent design for the past few years, and last summer we decided to step back, sit down, and make it a priority. Our goal is simple: to have an updated, unified, and consistent design experience throughout Harvest.

Continue reading…

Hey Harvest, What’ve You Been Up To?

It’s been quiet here on the Harvest blog. Perhaps a bit too quiet…

The thing is, we’ve been heads down on a few big features. You’ll hear more about those later this year.

But every day, we also push out small updates that fly under the radar. This post will cover a few of those features, so you don’t miss out!

Archive People Faster

Our new Team section has been a hit. But unfortunately, archiving someone could take up to five clicks!

We didn’t like that, especially since archiving helps save money. If a contractor completes their work or a teammate moves on, just archive them. Then you can update your Settings to save a few bucks.

Now archiving in the Team section is quicker. Just click a person’s name, then choose Archive from their new Actions menu. Plus, we refreshed your list of Archived Users, so you can restore with just one click.

archive menu

Continue reading…

Choose Which Days People Work in Forecast

Many of our customers have people on their team who do not work a full 5 days a week. They might hire freelancers, contractors, and other part time workers. For these team members, the Daily Availability heat map did not always get their availability correct. To solve this, we’ve added a new field to select which days of the week someone works.

Forecast - Daily Availability

On Edit Person, below the Capacity setting, you will see a new Availability setting which allows you to select between Monday, Tuesday, Wednesday, Thursday, and Friday. All of these are defaulted to ON for people on your team, but you can turn specific days OFF (simply by unchecking them). For example, if a contractor only works on Monday and Tuesday, you would shut off Wednesday, Thursday, and Friday for that contractor.

Forecast - Daily Availability

Setting their Availability to the specific days that a person works allows Forecast to accurately calculate how many hours that person will work on those days. In the above example, you can clearly see that Andrew works 7 hours per day only on Monday and Tuesday. We get this from his Capacity, which is 14 hours per week.

You’ll also be able to see your team’s availability reflected on both the Team Schedule and Projects Schedule. The days that a person does not work will be crossed out, prompting you to not add any time on those days.

Forecast - Daily Availability

Note: This is a purely visual indication. Forecast will not prevent you from assigning time on those days.

If you don’t have any people on your team who work part-time, then nothing should change for you. If you do need to customize the days of the week some people on your team work, this new Availability setting will help keep your assignments and heat map accurate and useful.

If you have any questions about this new feature, please don’t hesitate to reach out to the team. Happy scheduling!