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.
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!