everything you need to know about

HARVEST

 

1

Getting started for the day:

  • Open Harvest and keep it open for the remainder of the day.

  • Start your timer when you start to work, this time can include answering your clients emails.

  • Update the entry description throughout the time worked for client so as not to forget what you did for the client during this time.

  • Round to the nearest 15 mins when you are done working for the day.

  • If at the end of the day you had 4 hours and 12 minutes worked, you should round all of your time (or delete smaller entries - like 4 minutes work of emails as an example) and finish at 4.25 hours when you are done rounding.


2

What the content of the TIME SHEET should look like:

  • Be sure each entry is in past tense and begins with a two digit date: “MM/DD/YY -”

  • Include Account(s) reconciled and period of time covered.

  • The goal is that the data be to import directly into the clients invoice.

  • Complete your entire timesheet before logging off for the day.

  • If you are being trained on a client, you still bill for what you accomplished (as stated above) but just break down with a note on how much extra time it took due to the training (see example 2 as a reference below).


3

When something doesn’t go as planned:

  • If your time took longer than you intended, put a ***Note: at the end of your description. In the note, include any reference to Asana or other team members of HarQuin. Explain WHY it took longer and how much extra time it took.

  • Example #1: ***NOTE: Took longer because client deleted 3 checks. Took 15 mins longer.

  • Example #2: ***NOTE - trained with XXXX on entering adjusting entry, took .25 mins longer.


Related resources

  • Harvest Basics - VIDEO HERE

  • Harvest Basics Step-by-step - HERE

    Please be sure to watch videos on your
    personal computer or phone (not the cloud).