Harvest Reminder & Timesheet Review

On the second to last working day of the month a reminder is sent out to the team in chat to review their notes in Harvest.

The Team Leaders will do a full review of timesheets for their teams in Harvest in the last couple of working days in the month. The General Manager also does a review of all timesheets at the end of the month to get ready for the 1st of the month invoicing process to begin.

Teamwork Chat message template - Global team task

On the second to last working day of the month, a Harvest reminder is sent to the team in the IMPORTANT channel in Teamwork Chat:

@all REMINDER

Tomorrow is the last business day of the month!

• Please make sure that you have entries against all of your clients timers in Harvest by the END OF TOMORROW.

• Please also remember to request approval from your clients for any over hours and forward these to Rochelle. They need to be in writing so email is best. Also put them in the Invoicing & Timesheets Teamwork channel as well so they don't get missed.

These two steps make invoicing WAY smoother. Thanks!

Timesheet Review

On the last few working days of the month the Team Leaders will do a review in Harvest of all client timesheets in preparation for the end of month invoicing process.

The Team Leaders will direct message team members in Teamwork Chat to advise them of any time entries that are missing notes, that need more description in them, or that reference other team members, etc and asking for them to be actioned/amended by the end of the day.

The General Manager then will do a final review to catch anything that may not have been actioned, or slipped through the cracks, as well as doing final reviews of any timesheets that are attached to the invoices in Xero.