Customizing account preferences

This article is for Administrators. Learn more about permissions. If you’re a Member, check out our Member resources.

You can change your time/date settings and other account-wide preferences by heading to Settings (top right) and clicking Preferences in the left sidebar. 

Only people with Administrator permissions can view and change account settings. If you do not see the Settings link in your navigation, you don’t have Administrator permissions.

Company name

Changing your company name from Settings > Preferences will change it on your estimates and invoices to clients as well as receipts/invoices you receive from Harvest. For full details see My company’s name, address, or domain has changed. What should I do?

Account Owner

The Account Owner is usually the person who originally set up your Harvest account. The Account Owner has all Administrator privileges and, in addition, is the only one who can close your Harvest account or put it on hold.

The Account Owner cannot be archived or deleted from the account, and other Administrators cannot change the Account Owner's email address.

To change the owner for your Harvest account, have the current owner follow the steps outlined in What is an Account Owner? How do I change the Account Owner in my Harvest account?

Timezone

Administrators can set an account-wide timezone from Settings > Preferences > Edit preferences > Timezone. If an individual's timezone differs from the account-wide timezone setting, that can be updated in their user profile

In accounts that track via start and end times each person’s timestamps are based on the timezone of the devices they track from, so it’s best for each person's profile setting to match the timezone set on the devices they use to track time. 

Fiscal year

Edit the fiscal year for your account from Settings > Preferences > Edit preferences > Fiscal year.

Choosing a month other than January allows your team to report on and invoice for the fiscal year you choose and will will add a This fiscal year option to Harvest reports. 

Start week on

Edit the day of the week your team considers the first day of the work week from Settings > Preferences > Edit preferences > Start week on

You can choose any day of the week as the first day for timesheets and reports. When this setting is changed, all existing timesheets, including previously approved ones, will be shifted to start the week on the day selected.

Default capacity

Set the account-wide default capacity from Settings > Preferences > Edit preferences > Default capacity

This number sets the desired maximum hours per week for each teammate so you can see how their tracked time compares to their capacity in the Team section. The default capacity is applied to all teammates by default, but you can change capacity on a per-person basis in individual teammates’ user profiles

Capacity is informational only and doesn’t prevent teammates from tracking time in excess of their set capacity. 

For more information, see our article on setting and editing capacity.

Timesheet deadline

Administrators can set a deadline for timesheet submission from Settings > Preferences > Edit preferences > Timesheet deadline

This setting captures when you expect timesheets to be due each week.

Timesheet reminders

If you set a Timesheet deadline from Settings > Preferences > Edit Preferences you'll then also have the option to enable Timesheet reminders to have automatic email reminders go out to your team to submit timesheets each week. Learn more about timesheet reminders.

Time rounding

From Settings > Preferences > Edit Preferences > Time rounding you can choose to have time entries automatically round to or up to the nearest 6, 15, or 30 minutes. 

When time rounding is turned on, your team’s hours will be automatically rounded on summary reports (under Reports > Time), on the tasks and team tabs of project analysis pages, in budget calculations, and on new invoices. In these parts of Harvest, each individual time entry is rounded based on the setting you choose before they are totaled.

Rounding isn’t applied to actual time entries on your timesheets or detailed time reports (under Reports > Detailed time). Excel and CSV time report exports will have one column with unrounded values and one with rounded values to assist you in your reporting. Rounding also isn’t applied to the contractor report.

Learn more about time rounding in Harvest. 

Date and time settings

Harvest allows you to choose your preferred disply for dates and time. You can also choose whether your account tracks time via total duration or by showing start and end times. 

Date format

Choose how dates are displayed in your account from Settings > Preferences > Edit preferences > Date format

Time format

Choose whether timer start and end times (if enabled) appear in 12-hour or 24-hour clock format from Settings > Preferences > Edit Preferences > Time format

Time display

From Settings > Preferences > Edit preferences > Time display choose whether time on timesheets appears in decimal format (e.g. 2 hours, 15 minutes appears as 2.25) or as HH:MM (e.g. 2 hours, 15 minutes appears as 2:15).

If you choose HH:MM format, you'll only see that reflected directly on timehseets. On reports and invoices, time is always displayed in decimal format for greater precision.

Learn more about decimal vs HH:MM time display in Harvest. 

Timer mode 

From Settings > Preferences > Edit preferences > Timer mode choose to Track time via duration (e.g. 2 hours) or Track time via start and end time (e.g. 9:00 am to 11:00 am).

By default, Harvest tracks time by duration. When you change to tracking by start and end times, this will apply to all timers created going forward. Besides timesheets, start and end times are also displayed in detailed time reports and on individual person pages in Team.

Learn more about duration vs start and end time timer mode in Harvest. 

Currency and number settings

Currency

Set the default currency for your account from Settings > Preferences > Edit preferences > Currency. Your account’s default currency will be used for all new clients, but you can change an individual client’s currency when you create or edit them; the new currency will then apply to all of that client’s projects.

See more information about using different currencies in Harvest in Does Harvest support multiple currencies?

Currency format 

From Settings > Preferences > Edit preferences > Currency format you can choose to include the currency symbol and/or ISO code. If your account uses multiple currencies we recommend choosing to include the currency symbol and ISO code to avoid any confusion around which currency a particular figure is in. 

For example, if you bill in USD and CAD and see a value of $100 in the account, you will not know if that's USD or CAD. Including the ISO code will show that same value as $100 USD. 

Number format

From Settings > Preferences > Edit preferences > Number format you can choose how numbers are displayed in your account. This allows you to set the number format to match the format used in your region. 

Account-wide project settings

Show project notes

Project notes are displayed on project reports and when creating invoices for Fixed Fee projects. From Settings > Preferences > Edit preferences > Show project notes you can choose to display them to Administrators and project managers, or Administrators only.

Project budget 

One of the budget options you can select for your projects is total project hours. From Settings > Preferences > Edit preferences > Project budget you can choose whether projects with a total project hours budget type take only billable hours or both billable and non-billable hours into account for drawing down the budget.

Color scheme

From Settings > Preferences > Edit preferences > Color scheme you can set the color of the navigation bar for your team. This color choice is applied for everyone in the account.

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