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A Better Uninvoiced Report and a Nod to Polishing

I often think of software improvements happening in leaps and bounds—major changes, obvious design upgrades, brand new features. Think Mavericks to Yosemite, Harvest’s own Projects upgrade, Dots to TwoDots (other fans out there, how do you get past level 58?!).

The truth is, though, we’re always polishing things up, moving toward better design and interaction. And those things often go unnoticed. And those things can be really useful!

One of the most handy undercover upgrades we made recently improves your Uninvoiced Report. Remember when that report showed you a long list of all projects, even if some of those projects were completely invoiced? Good news: You don’t have to do that anymore. Take a gander at this sly little filter:


Click it, and you’ll hide all projects that are fully invoiced. This filter changed my list of over 100 projects to a list of 5. Woot!

Polishes like this are usually quiet, without fanfare. Granted, some, like this one, require you to take an action to have effect, but others work under cover of subtlety. And I think that’s a strength. You may not notice a slight change in font size, the consistent use of a word, a second-faster load time. But a small change can have a big impact. In the long run, you’ll feel it. And it just feels…better.

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This was posted in Product News.
  • Stephen on May 6, 2015

    This is great! Thanks. I wish the report remembered our preference for displaying only “Projects with Balance”

    Right now, if I go to the uninvoiced report and click this option, the report filters itself, but when I hit the “Invoice” button it takes me to the invoice page. When I go back to the uninvoiced report, I need to select this option again every time.

    Still…love the new feature!

  • Any thought of having an “auto bill” feature that creates invoices automatically for all uninvoiced time and expenses? I love Harvest, but it takes a ton of time to switch back and forth from the Uninvoiced Report to the Invoices.

  • Calina Madden on May 7, 2015

    Stephen: Glad you’re loving it! :) And interesting idea—I’ll bring this up with the rest of the team here so we can think about it.

    Ben: That’s a request we’ve heard before, and I can definitely see how it could be handy. We’re not sure if it’s something we’ll implement soon, but it’s on our minds. Thanks for the input!

  • I LOVE LOVE LOVE this bit of polish!

    I also agree with Stephen that it would be even shinier if it remembered the setting.

    Here’s one other tweak that would be nice — if the “Invoice” button on that report opened the invoice in a new window/tab. Since I use the uninvoiced report to go through and generate all my invoices, it would ensure that I keep the report open so I keep going back to it. (Right now I usually hold down CTRL before clicking the invoice button, so it opens in a new tab, but I don’t always remember….).

    Keep up the great work!

  • Add another vote to Stephen’s suggestion.

    Since the report is the “Uninvoiced Report” should the option be to show uninvoiced hours/expenses, rather than a balance? I had one project where I’d forgotten to set an hourly rate, so there wasn’t a balance, but there were unbilled hours. My bookmark going to the balance only page wasn’t showing that project.

  • Calina Madden on May 12, 2015

    Andrew:Thanks for the love and encouragement! We’ll keep your suggestion about the new window in mind, though at the moment we don’t have plans to change it. Keep the feedback coming, though—it’s always good to know what could make the app smoother!

    Greg: Interesting question! There’s a way to see you uninvoiced hours and expenses from the Uninvoiced Report: just click on the total hours, or total balances, and we’ll drop you into a more detailed report!

    If there’s no outstanding balance for a project, it won’t show up on a report filtered to view only projects with a balance. But the good news is, there’s a feature in place to help you catch projects with no rates set. If you set your report to view all projects (including those without a balance), we display a “No Rates” flag to the right of any project that’s missing rates. I hope that can help!

  • +1 to the idea of automatically opening the invoice in a separate window! Alternately have Harvest remember the path you took to get to the invoice and send you back to the Uninvoiced Report rather than the Invoice Overview. It does feel a bit silly this way, as nearly everyone will do what we do – invoice for all projects at one time, and to keep having to take steps to go back to the original report seems unnecessary. :)

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