• Daily email digest to view all daily activity for projects
• Update all support videos and add additional videos
• Allow per person time zone settings (instead of per account)
• Improved task filtration for mobile experience
• Basecamp™ import out of beta

• Mobile - add milestones and projects
• Calendar - add ability to have multi day events in addition to notes, tasks and milestones
• Activity feed - global and project specific feeds to get a running log/diary of activity

• Match any keywords - auto inserts OR in between all your search keywords


• Match all keywords - auto inserts AND in between all your search keywords


• Match exact phrase - wraps all your keywords in double quotes; for example, mod pdf becomes "mod pdf"


• Wildcard search - wraps each keyword in asterisks and inserts OR between them; for example, mod pdf Q1 is turned into *mod* OR *pdf* OR *Q1*

• name:{client name}


• description:{client description}


• localid:{client localid}


• email:{client email}

• name:{client name}


• client:{client description}


• localid:{client localid}


• description:{client email} - searchable only by managers and administrators

• title:{task title}


• summary:{task summary}


• queuetitle:{request queue title} - the request queue item title that originated the task


• queuedescription:{request queue description} - the request queue item description that originated the task


• tasknotes:{task comment} - searches public and private task comments; executive users cannot search this field


• tasknotespublic:{private task comment} - only searches comments marked as public

• title:{milestone title}


• description:{milestone description}


• localid:{milestone localid}


• milestonenotes:{milestone comment} - searches public and private milestone comments; executive users cannot search this field


• milestonenotespublic:{private milestone comment} - only searches comments marked as public

• title:{invoice title}


• description:{invoice description}


• localid:{invoice localid}


• addressfrom:{address}


• addressto:{address}


• purchaseorder:{po number}


• invoicenotes:{invoice comment} - searchable only by managers and administrators

• firstname:{first name}


• lastname:{last name}


• client:{client}


• personcontact:{contact info}


• notes:{person note} - searchable only by managers and administrators


• username:{user name} - searchable only by managers and administrators

• title:{document title}


• notes:{document note}


• notesversions:{document notes for previous versions}


• filename:{document file name}


• filenameversions:{document file name for previous versions}


• tags:{tag name}

• title:{note title}


• note:{project note} - encrypted notes cannot be searched

QuickBooks 2006 or newer for Windows is required for Quickbooks integration.
QuickBooks Mac and Quickbooks Online are not supported because they do not allow time activity to be imported.

How does data get from Intervals into QuickBooks?

Intervals exports time data as IIF files for importing into the QuickBooks QBTimer. Follow the instructions below to set up QuickBooks and your Intervals account. Once the setup is complete you will see the QuickBooks export icon appear to administrator level users on the following pages:

• Timesheet
• Edit Time
• Summary Report
• Project Activity Report

How do I set up QuickBooks?

First, you will need to make sure that you have QBTimer installed in QuickBooks (it is not installed by default). If you don’t, follow these steps to install it and get QuickBooks set up for importing time from IIF files.

1. Load the QuickBooks CD on the computer
2. Browse to the CD and open the QBTimer folder
3. Run the install.exe file
4. Follow the onscreen instructions

How do I set up Intervals?

Now that you’ve set up QuickBooks, follow these steps to extract the COMPANYCREATETIME variable from QuickBooks (Intervals will need this value to properly export time data into QuickBooks).

1. Enable the QuickBooks functionality by clicking on the "Enable QuickBooks" button on the left
2. Open QuickBooks and go to File > Utilities > Export > Timer Lists
3. Save the IIF file and open it in Excel or your favorite text editor
4. Look for the value listed under COMPANYCREATETIME. It will appear at the end of the line beginning with TIMERHDR.

   

5. Copy and paste the COMPANYCREATETIME into the "Company Create Time" value on the above left and click update

Notes:

1. QuickBooks time export only works with the QuickBooks Windows edition.
2. The COMPANYCREATETIME and COMPANYNAME variables must match exactly between QuickBooks and Intervals.
3. Once you have enabled QuickBooks and entered the COMPANYCREATETIME value in the site settings section, the QuickBooks time export icon will appear on the above-mentioned pages with exportable time data.
4. QuickBooks Mac does not allow time activity imports.

How does Intervals map exported time data to QuickBooks?
…and which fields are required?

It is essential that data between QuickBooks and Intervals matches, otherwise, QuickBooks will error out when trying to import the time data. For example, Quickbooks will give an error if a customer name you are trying to import matches a vendor name. The spelling and spacing of all items must match exactly for the fields in bold.

If there QuickBooks does not find a match, it will treat the data as a new client, project, etc without warning you. It's difficult reverse the data once imported (i.e. all data entries must be deleted one by one) so it's best to make sure the fields match beforehand

Support for mapping work types to QuickBooks sub items

Are you a QuickBooks power user? If so, we’ve updated the QuickBooks functionality for exporting time tracking data to IIF formatted files to support mapping work types to sub items. When creating your work types, use a colon to format the work type as an item/sub-item. For example, creating a work type labeled as “Web Design:HTML” will translate to QuickBooks with “Web Design” being the item and “HTML” being the sub-item. While this feature doesn’t add the ability to create sub work types, it does allow QuickBooks power users to take advantage of the items/sub-items feature within QuickBooks.

Importing Intervals time data into QuickBooks

After you have downloaded and saved an IIF file from Intervals, follow these instructions to import the file into QuickBooks.

1. We strongly recommend backing up your QuickBooks data before doing your first import.
2. Open QuickBooks and go to File -> Utilities -> Import -> Timer Activities
3. Find the saved IIF file on your computer and select it for import.
4. If QuickBooks warns you that the import file was created with an older version, click OK (Intervals can’t guess which version of QuickBooks you are running).
5. A small timer window will open showing the results of the import. Click “View Report” to verify your time data was imported correctly.
6. Close the status window and you are done!

1. Create an estimate in FB, and send another via email, because I can't attach a form I need from the client in EITHER Intervals or FB;


2. When the estimate is accepted, create the project in Intervals


3. Set the deliverable as an expense in Intervals, because Intervals doesn't have deliverables, so I:


4. Create the deliverable with my cost as the cost and my charge as the Fee (which is the price quoted in the Freshbooks quote)


5. THEN, when the project is done, I have to:


6. generate the invoice from Freshbooks, and


7. Enter the expense side from Intervals manually into FB, so I can get a P&L report and other info for taxes at year end, and


8. from the Freshbooks side, get a report of who's paid, which I then


9. have to manually enter into Intervals as Payments, so the same clients don't show up in my Outstanding balances report.

I'm finding that a lot of the task updates are coming by way of copy/paste from email correspondence to customers, vendors, executives, etc. So, Give each task an email account, so that email correspondence can show up in the task comments. Something like: tasknumber@customerurl.timetask.com. The task's email address would be included in the notification email sent to assignee / owner.

It would be great if Intervals had a POP3 polling feature for Work Requests (and possibly other functions). So a client could e-mail a specific address (requests@domain.com) and Intervals would poll that mail account every 5-10 minutes for new messages. If there’s one that matches certain criteria (or all for that matter), a new work request would be generated. Intervals would look up the user by their e-mail address. Then all I’d have to do is assign it to a project.

We attach a lot of money sensitive documents to the project such as estimates and wrap sheets and I think it would be best to keep those to the administrative viewing only. It would be nice to have a key lock on documents as well more than just the notes because we would like to keep the numbers to ourselves.

• Morning Process to select the Days Tasks to show in the timer. (or display all)


• Have the timer docked to their - Desktop, or mobile


• Once started the Timer would poll them periodically to select the appropriate task/break/interruption


• A great mobile feature would be to have a location service option that would log with the task


• At the end of the day There could be a review process to review/correct the poms allocations, and even set things up for the next day.

I’d like my Managers to be able to setup a project or client without having to come to the admin (me) to do it for them. I don’t have a complete open book policy to our finances so it would be great if there was more customization on the features users have access to.

"I am just fiddling around with Intervals for my first time today. So perhaps this feature exists and I just haven't found it yet. I am curious if there is a way to predict workload. It appears that you can track what's already happened, but can you predict someone's workload for the next few months? For example, I have an employee who only works 21 hours a week. I want to be able to predict out whether if I assign her say these four tasks, I will have gone over her 21 hour a week limit. If this already exists, just let me know. Otherwise it would be mightly helpful."

• Clients
• Projects
• Tasks
• People
• Milestones
• Time
• Invoices
• InvoiceLine Items
• Invoice Notes
• Payments
• Expenses

When you say "set default billable rates" does this mean that the each USER can have a rate set, or do rates apply only to jobs or functions (which unfortunately is what most time accounting programs provide, which is of no use when you have junior and senior copywriters). Thanks

• The task start dates for the new copied project are based on their reference to the project start date of the previous project. For example, if Task 1 started five days after the project start date...it will also start five days after the start date of the new copied project.


• The timestamp for project notes, project documents and project expenses will be the start date of the project


• No email alerts go out when the new project is copied. This is done intentionally so that if you want to edit the team, move due dates around, etc. you can

Can you tell me if you have any timer widgets for the Mac platform or any tools to help on the workstation side of things?

1. General Timer
2. General Timer with all 'non closed' tasks assigned to me
3. General Timer with tasks listed by due date with individual task timers
4. General Timers with the ability to apply the time to tasks (just like within Intervals)

Can we add one more field called Project Category and allow us to customize it so we can also search projects by category?

Example, I'd like to create the following categories: Branding, CMS, E-commerce, Print

http://www.screencast.com/t/93GWkEYnkVUm

Is there any report which provides an 'estimates vs actuals' where we can track actual head hours against the estimated hours for each task in a project? We are already entering the 'estimated hours' for a task and developers are clocking up time against the tasks so it would seem the data is there to do this. Ideas?

Is there a way to have different currencies associated with different projects. This is important to us as we have clients from different locations.

I would like to propose some features regarding invoices.

1. An ability to create an invoice (prefilled with work performed) for all the (active) projects of a particular client. We have a couple of clients for which we do regular outsourcing work on multiple projects. We would like to be able to create an invoice for them at the end of each month, containing all the work performed for the client in question in the past month.

2. An option to use estimated instead of actual time in an invoice. The functionality should be exactly the same as it is for the "prefilled with work performed" option right now, with the exception that the quantity is taken from the estimate and not from the timesheets. Ideally, we should be able to choose between actual/estimated time for each row in the invoice. However, if this is too difficult to implement, a per-invoice option would suffice.

3. Custom templates for invoices. A functionality similar to the one at http://invoice.zoho.com/, where an HTML editor is provided for creating a custom invoice layout. Alternatively, we would really need an option to translate all the text on the invoice, at the very least.

All three of these features would be really helpful for us. However, in order for invoices to be useful at all, #3 is absolutely essential. We cannot afford to send out invoices in a foreign language (English).

I hope you will consider the above feature requests, making the Intervals invoicing functionality something we can use in our company.

• Create leads/opportunites/marketing campaigns (like in many CRMs)

• Create a custom integration between intervals and my own LAMP website so that when clients purchases a membership on my website, intervals will automatically create an account for that client

• If the previous integration is possible, is it possible to have intervals automatically generate and email an invoice to the new customer

• Have members on my website request support and have that automatically generate a support request in intervals? If so, would that have to be using a public/guest ticket system or could it be more specific (ie, registered client on intervals)

• Mass email customers

1. Pre-pay - generate an invoice in advance of the work being performed


2. Regular time intervals - after work is performed (monthly is common)


3. Include a breakdown of all the details


4. Exclude the details and only show hi level information

The project functionality offers limited options to categorize it. I am looking some additional fields to populate data such as Project Sponsor, Project contact name, project complexity (high, medium, low), project type (new enhancement, new development, maintenance, support, admin)--it should be a user-defined field like the Module field but attached to the project. In addition, I would like to see a field for project class (Strategic, Non-strategic, capital intensive, business as usual).

When entering tasks, I noticed that you have to enter them one at a time, and that could get pretty onerous. Is there any way that you may be planning to make entering tasks faster (like, importing from csv, or entering "10 at a time" - in a row type format like the modules)?

A job profit and loss. The ability to produce a budget for hourly production is great. It would be good to be able to budget for the expenses. Then we could combine the estimated vs actual to include the expenses, estimated vs actual and there is the P+L

• QuickBooks Time Export
• Rich Text Editor support for Safari
• Wide screen option on the task list which includes additional columns
• A massive overhaul to invoicing based on actual work performed

One thing that intervals is missing that some other applications have is the ability to customize project status. You guys currently have "active" and "inactive" . For my company, I would love to be able to add in "In Process" "In Planning" "Archived" "Rejected" etc. Additionally, the ability to designate each project (and thus each attached task) a color tag would make things much easier to track visually. I love being able to look at a chart and see what projects are going on in what time-frame, based by color tag.