Even better: hiding zero balance clients/projects in Harvest Uninvoiced Report
Posted by Wes in 
I got a few comments on the original post (Hide zero balance clients in Harvest Uninvoiced Report) about not suppressing projects that have a zero balance if the overall client has some billing.
For instance, this report with some $0 projects and some $0 clients. The previous bookmarklet would only hide the clients with a total of $0, which could still leave a lot of cruft floating around:
The new bookmarklet will reduce it down to this:
Here’s the actual code:
And here’s a bookmarklet to drag to your browser bookmark bar:
Harvest Hide Uninvoiced
Note: this is very dependent on the implementation of the Harvest report, so if this breaks in the future, you should ping me on twitter to let me know.
Hide zero balance clients in Harvest Uninvoiced Report
UPDATE: Check out the updated bookmarklet for more functionality:
Even better: hiding zero balance clients/projects in Harvest Uninvoiced Report
I love the Harvest Uninvoiced Report. I actually built the same thing for myself using the Harvest API, so I could run it at will and see what client balances were.
The Harvest provided one goes a couple steps further, showing expenses and giving a link to create an invoice.
One thing, though:
We have a lot of clients and there might be a while that we don’t do something for someone. Showing all of these clients that don’t have a balance makes it hard to focus on the ones that do have a balance. This is the ‘Uninvoiced’ report, after all, which I tend to use for “who do I need to invoice?”
Digging in, we can use some javascript to find the rows that are non-invoice-able and hide them:
Here’s a bookmarklet for you:
Harvest Hide Uninvoiceable
Drag it to your bookmarks bar, go to the uninvoiced report, and click to hide.
Questions and improvements welcome, best way to get ahold of me is to follow me on Twitter.