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Posts by Tayler Heuston:

New! Now You Can Change Cost Rates and Keep Past Data Accurate

Now you can easily change your team’s cost rates! That means it’ll be a snap to update your team’s costs to accommodate any salary increases or rate change—just in time for the new year. And all your data will stay in tip-top shape.

Previously, updating a teammate’s cost rate in Harvest would change all of the costs associated with their tracked time. This made it impossible to rely on Harvest data for historical cost reporting.

Now you can choose an effective date when updating a teammate’s cost rate. Time tracked to all prior dates won’t be impacted, and you’ll keep all your data accurate so you’ll have a valuable database of historical costs to reference.

How to Update a Person’s Cost Rate

To update a teammate’s cost rate, click Edit Profile on any person’s Team page. In their Basic Info > Cost Rate section, you’ll now see a new Edit Cost Rate option. Click it, and you’ll have 2 choices:

  • Apply the new rate to all time entries. Just like it sounds, we’ll apply the new rate to all time tracked by your teammate. This’ll also be their cost rate going forward.
  • Apply the new rate on an effective date in the past. We’ll apply the new rate to time tracked starting on the date you select. If your teammate got a raise on January 1st, select that date to apply it to time tracked on the 1st and onward.
Updating a person's cost rate

As soon as you’ve saved, we’ll immediately apply the rate to all applicable time entries. We’ve got step-by-step instructions to update cost rates in our Help Center here.

Insight into the Past, Value for the Future

One of Harvest’s strength is the insight it gives you into past work, which can inform future work. Harvest’s Projects section is like a library of information that tells you how effective your team has been, how profitable you were, how well you’d budgeted, and how you might want to budget for new work.

By maintaining an accurate record of the costs of your team, you’ll always be able to rely on Harvest projects to provide that valuable insight into both the past and the future. So cheers to a more accurate 2019!

Keep the Cash Flowing with Recurring Payments

Ready to make your income more reliable and your clients happier? Now your clients can pay your recurring invoices automatically! That means a steadier income for you, a smoother relationship with your client, and less busy work for everyone.

Here’s how it goes: You worked hard all month and delivered great stuff. Now, you’ve invoiced and it’s time to get paid! A week goes by, then a month. No payment. Maybe you’ve already reached out a few times, or are still drafting that polite-but-firm reminder. At this point, getting paid feels a bit like its own project.

When you have a retainer or subscription with your client, you should be able to count on that income. Right?

We think so, too! That’s why we’ve now made it easy for your clients to pay you automatically. All they have to do is set up automatic payments one time. After that, each recurring invoice will be paid without your client having to lift a finger.

How to Enable Recurring Payments

Recurring payments are an option for any Harvest account that’s integrated with Stripe.

When your clients pay their recurring invoices through Stripe, we’ll ask them if they’d like to set up a recurring payment. If they say yes, they’ll add a form of payment and will be automatically billed according to the invoice’s terms. (Note: Recurring payments can be made only toward recurring invoices, not regular invoices.)

Your clients can easily manage their automatic payments from their client dashboard.

Why Use Recurring Payments?

Recurring payments make paying invoices effortless. That’s pretty great for everyone involved!

For you:

  • You know when you’re getting paid. This makes it easier to manage your own expenses and grow your business.
  • You don’t have to track down missed payments. Instead, you can focus on the work you actually want to do.
  • No more awkward chats about outstanding invoices. Now you can use conversations with your client to build a stronger relationship.

For your client:

  • Your client saves time. They’ll never have to scour their inbox to find another invoice, or manually type in their credit card and submit payment. Instead, they can set it and forget it!
  • They can easily manage invoices and payments from the client dashboard.
  • They know they’re paying you on time. Missing a payment can be embarrassing and uncomfortable. When payments are made on time, everyone can feel good about their part in this relationship.

More Money, Fewer Problems

Once your client sets up recurring payments, everyone’s good to go! You’ll have income you can count on. You and your client will also have more time to do great work. And, building a smooth, lasting relationship will be that much easier.

Boost Your Security: Sign in with Google for Two-Factor Authentication

You can now add another layer of data protection to your account! Get account-wide two-factor authentication (2FA) when you require your team to sign in to Harvest using Google.

We wish it wasn’t so, but hacks are pretty common these days. Even with all the measures Harvest already takes to protect your data, your account can only be as secure as your team’s weakest password. And despite their best intentions, some teammates might use the same simple password across multiple apps. That makes your account all the more vulnerable to hacks.

Security Made Simple: Two-Factor Authentication via Google Sign In

You can’t stand over everyone’s shoulder as they set up their password. So what can you do?

You can add an extra layer of security to your Harvest account with two-factor authentication (2FA), which is available via Google Sign In. And now you can guarantee that your team always uses 2FA by requiring them to sign in using Google.

This way, your account gets that additional security from Google every time your teammates sign in.

It’s Easy to Configure

With a few clicks, any Harvest administrator can enforce Google Sign In from Settings > Preferences > Sign In Security in your Harvest account.

We’ll Let Your Team Know

To keep your team informed, we’ll send everyone on your account an email once you’ve updated your Sign In Security preferences. If they were signed in to Harvest, they’ll be signed out and we’ll ask them to sign in again via Google. Right away, your team will be more secure, and they’ll know they have to sign in through Google going forward.

Things Worth Noting

If you enforce Google Sign In, your teammates will need to have Google-supported email addresses to access your Harvest account. Need a hand changing emails? We’ve got the steps to update email addresses here.

You’ll also need to set up 2FA in G Suite, if you haven’t already. Google’s got your back with these docs here.

A Few Minutes of Work, Lasting Peace of Mind

Why wait for world-class data protection? We’ve got step-by-step instructions to require sign in through Google here in our Help Center.

Now the next time a teammate sends you a panicked email telling you their password was phished, you can be confident that 2FA is keeping your Harvest account secure.