Here’s a common scenario. It’s Friday night, and you’ve got just one more to-do before the weekend: check on your team’s time. Everything looks good until you realize, uh oh, your team’s been tracking time to the wrong task all week!
Maybe they’re still getting used to a task restructure. Or perhaps a project had the wrong task added to it. Or maybe the client changed the scope of work and that update wasn’t implemented yet on the project.
Whatever the cause, it used to mean that you had to edit every single time entry. One. By. One…
How to Quickly Move Time between Tasks
Now, you no longer have to spend your time editing time. Our latest feature helps move a lot of entries between tasks with just a few clicks.
If you’re an Administrator, run a Detailed Time Report for the time entries you’d like to edit, then use the Bulk Actions menu to choose to Move hours to another task. With a quick confirmation, you can move thousands of entries to a different task, saving time, and keeping your account accurate and up to date.
A Few Details about Moving Time
Here’s a quick rundown of some special cases that you might run into when moving time to a new task:
If the task you’re moving time to isn’t on the project(s) of your selected time entries, we’ll assign that task to the project(s) for you.
If hours are approved, you can still move them.
If hours are invoiced, you won’t be able to move them. That could cause your invoices to get out of step with your projects.
The next time you discover a time tracking error, we hope our bulk move actions—both moving time between projects and moving time between tasks—help you save even more time to better spend elsewhere. Happy tracking!
Last quarter we announced support for ACH payments via Stripe for US customers. The response to this has been tremendous. With clients paying invoices via bank transfer (ACH), our customers are saving money on transaction fees, and getting paid faster!
But while we added the ability to turn on ACH payments (in the US), credit card payments could still be accepted as well. This meant that even if you enabled ACH payments, there was still the possibility that your clients could choose to pay via credit card. And you would foot the bill on those higher fees.
So we’ve made a small but meaningful update: US customers can now disable credit card payments via Stripe. This means you can now set up your Harvest account to only accept ACH payments on your invoices.
Just head to Invoices > Configure > Online Payment, and if you’ve linked your account to Stripe, you’ll see flexible options for both credit card and bank transfer (ACH) payments.
Note that if you have any clients with a recurring credit card payment, disabling the credit card payment method in Stripe will not cancel those recurring payments. You’ll need to manually turn those off if you no longer wish to receive them.
Why use ACH?
If you missed our original announcement about ACH support, here’s some more specific details on this payment option:
Credit card transactions typically incur a 2.9% cost in fees. This means on a $10,000 invoice, you pay $290 in fees. To prevent those fees, you might ask a client to send the money via check, but the downside is you might be left waiting days or weeks to get paid.
With bank transfer (ACH) payments, you can get paid fast without incurring those huge fees! Stripe charges only a 0.8% fee for ACH transactions, and fees are capped at $5 per transaction. With that same $10,000 invoice, you pay only $5 in fees—saving you $285!
While credit card payments post quickly, it can take up to 3-5 business days for ACH payments to be approved. When a client pays an invoice via bank transfer (ACH), you’ll be notified instantly by email, and the invoice will be marked as pending until it’s approved. We’ll notify you again when it’s approved and the invoice is marked as paid.
With fast payments and lower fees, ACH will save you both time and money.
How much time did you spend last week on your top priorities at work? How much was consumed by things that weren’t necessary at all – digging yourself out of an overflowing Inbox, or meetings that dragged on for what seemed like an eternity? We can’t go back and change things, but we can evaluate past time for insight into how we work and learn how to distribute our time better in the future.
We’re making it possible to do that with a new feature called Your Weekly Harvest! This report, sent via email every Monday morning, offers everyone who tracks time in Harvest a glimpse into your past week with beautiful charts to understand the overview of where your time went. Note that if you’ve tracked time in Harvest within the past 30 days, you’ll receive this email automatically. If you’d like to opt-out, there’s an easy unsubscribe link in the email, or go to My Profile > Notifications and deselect the setting for Your Weekly Harvest.
In the report, every task that you’ve tracked time to appears in a summary showing how much time you spent on each task that week. In a separate section for projects, a simple pie chart gives you the ability to see which projects and clients took up the most time.
Our hope is that this report can help you better understand where you’re spending your time and what kind of return you’re getting on the time you invest. It should help provide you with answers to crucial questions like:
What did I work on last week?
Am I spending my time effectively?
Am I meeting my goals?
What did I accomplish during that time?
Does the report match how I feel I spent my time?
We want to give you more control over your time, so you can use it more intentionally. Once you’ve taken stock of what you accomplished and where you fell short, you can use this information to improve how you work in the future.
A peek behind the curtain
Here at Harvest our own team has been testing out this report as a way to help us plan out our time. Here’s how some real-life Harvesters have found this information useful:
Your Weekly Harvest has been a great way to see where my time’s gone in the past week. Instead of a vague feeling of what I did, I can actually see how it compares to past weeks. It makes a subjective feeling more real—the week was really that busy—or shows that I didn’t spend as much time on a task as I thought I did.
I can then use that info to plan for next week—if I’ve been spending too much time on email, and not enough on research, that’s reflected in the report, and I know to keep an eye on that going forward.
~ Trey Jackson, Harvest Expert
While Trey uses the report to fill in gaps in the things he needs to spend more time on, Jamie relies on viewing the report each week to understand trends.
“Your Weekly Harvest lets me see trends in my own working style. When I review my time as a graph each week, I can easily spot where I’m building good habits or need to make changes.
If I recall a particularly productive week, I see the evidence in my tracked time, and that helps inform how to continue structuring my days in the future. I’ve learned that I do great creative work in the afternoon, for example, and it’s best if I get a bunch of smaller tasks done in the morning.
If a week got away from me, I can see that too, and having data helps me avoid being too self-critical. I appreciate being able to look at a graph and know that, even if it wasn’t my best week, I showed up. Whether it was a great week or a not-so-great week, I can look at my time objectively and keep moving forward.
~ Jamie Fisher, Harvest Expert
Both Jamie and Trey find the report useful to make their subjective feelings about the past week more real. A vague feeling that you weren’t spending enough time on something can be measured and inform decisions on how you spend time in the coming weeks.
Help us make it better
We’ve already received some great feedback from folks through the survey link in the email. Thanks so much for contributing your thoughts! We’re working hard to synthesize this research and make plans to improve this report even more. Additional features could include an even more detailed breakdown of time spent on projects and clients, as well as billable vs. non-billable hours. Let us know what you’d like to see!
In the meantime, we hope Your Weekly Harvest is useful for you, and helps you use your time a little more wisely!
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.
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!
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.
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!
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 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.
We’re happy to announce support for ACH payments via Stripe for US customers. Starting today, your clients can pay invoices via bank transfer (ACH), saving you money on transaction fees and helping you get paid faster.
The Old Way: Big Fees, Slow Payments
Getting paid online for large invoices can be expensive. Credit card transactions typically cost 2.9% in fees. This means on a $10,000 invoice you pay $290 in fees.
To prevent those fees, you might ask a client to send money via check. But the downside is, you’re left waiting days or weeks to get paid.
The New Way: Tiny Fees, Faster Payments
Now with ACH payments, you can get paid fast without incurring those huge fees! If you use ACH payments, that same $10,000 invoice would have a fee of just $5—saving you $285! Stripe charges a 0.80% fee for ACH transactions, and fees are capped at $5 per transaction.
ACH is also a great option for clients who don’t like to charge large amounts to their credit card. You won’t need to wait for a check in the mail and will get notified as soon as an ACH payment is submitted.
Paying an Invoice with ACH
When a client views one of your invoices online, they’ll now have an option to Pay with Bank Transfer (ACH). We’ll guide your client through the smooth process of verifying their bank account and authorizing payment. Once they’ve confirmed their payment, we’ll send them a receipt.
Setting Up ACH Payments
Just head to Invoices > Configure > Online Payment and follow the steps to set up a Stripe account.
Once your account is connected to Stripe, you’ll see an option to enable ACH payments. You can also find more details here in our Help Center.
Some fine details:
It can take up to 3-5 business days for ACH payments to be approved.
When a client pays for an invoice with ACH, you’ll be notified instantly by email, and the invoice will be marked as pending payment.
Once the ACH payment has been approved, we’ll let you know by email, and mark your invoice as paid.
We hope this update helps smooth the payment process for both you and your clients! With faster payment and lower fees, you’ll save both time and money.
Our latest feature helps you speedily move lots of time from one project to another, making it easier to keep your team’s time accurate.
So it’s Friday night, and you’ve got just one more to-do before the weekend: check on your team’s time. Everything looks good until you realize, uh oh, your team’s been tracking time to the wrong project all week!
Maybe they’re getting used to a project restructure. Or you might have a lot of projects with the same name, making it easy to mistake one project for another. Or maybe your client changed scope that you broke into a new project.
Whatever caused your team to track to the wrong project, it usually means you’ve got to edit every single time entry. One. By. One. The weekend’s looking farther away than ever.
How to Quickly Move Time between Projects
Now, you no longer have to spend your time editing time. Our latest feature helps move a lot of time entries between projects with a few clicks.
If you’re an Administrator, just run a Detailed Time Report for the time entries you’d like to edit. Then use the Bulk Actions menu to choose to Move hours to another project. With a quick confirmation, you can move thousands of entries to a different project, saving time, and keeping your account accurate and up to date.
A Few Details about Moving Time
Here’s a quick rundown of some special cases that you might run into when moving time:
If a time entry’s person or task isn’t on the project you move time to, we’ll assign that person or task to the project for you.
If hours are approved, you can still move them.
If hours are invoiced, you won’t be able to move them. That could cause your invoices to get out of step with your projects.
The next time you discover a time tracking error, we hope this helps get your account into tip-top shape, fast. And that you save some time to better spend elsewhere. Happy tracking!
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.
Many businesses consider Forecast to be their single source of truth: it tells who should be doing what and when. We’re happy to announce that as of today, that truth is easier for all your teammates to access. Now you can view your Forecast schedule right inside your calendar!
Previously, making sure your team was up to date with the latest schedule could be tough. Team members needed to have access to your Forecast account, then remember to sign in each week to view the schedule. It was easy to miss changes that might happen mid-week. And that meant teammates could misunderstand the latest schedule, get out of sync with the team, and maybe even be unsure what to work on.
Forecast Comes to Calendars
That miscommunication doesn’t have to happen anymore! Now your teammates can view their Forecast schedule right inside of their calendar. All they have to do is subscribe to Forecast’s calendar feed. Then they’ll see all of their assignments and relevant milestones, right inside a program they’re more familiar with and more likely to look at every day. They can stay up to date and in sync without even needing to go to Forecast at all!
How to Subscribe to the Calendar Feed
Forecast’s calendar feed is available for all applications that can import an ICS feed, like Google Calendar, Microsoft Outlook, Apple Calendar, and more.
You might want to help teammates subscribe to their feeds so they don’t have to do it on their own (especially if they don’t have access to Forecast). In this case, just use the new Calendar Feed option in any teammate’s Actions menu.
Keeping Everyone on the Same Page
A little protip: If your calendar supports custom refresh rates, check out this guide to control how soon changes in Forecast will show up in your calendar. You can also see these help docs for more detailed info about set-up.
With everyone subscribed to their Forecast calendar feeds, it’ll be easier for both you and your teammates to feel confident that everyone knows what to work on, when. We hope this helps keep your whole team on the same page and working in sync!
We’re happy to announce a quick improvement to the integration between Harvest and Forecast. Starting today, if you archive or restore a linked project or client in one app, it’ll be automatically archived or restored in the other.
Previously, archiving and restoring a project or client that was linked between Harvest or Forecast required manually performing that action twice—once in either Harvest or Forecast, and then jumping to the other application to do it again. It was also easy to forget to duplicate your efforts, which led to mismatched data.
Now, you can simply archive or restore in one place, and you’ll see a message that confirms the project/client has been archived or restored in your sister app.
This smoother workflow saves a few seconds with each edit, and you’ll no longer have to double up on busy work. Cheers to an easier way to keep your projects tidy and consistent across both your accounts!
If you haven’t yet integrated your Harvest and Forecast accounts, you can see the benefits and learn how in our Help Center.