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Tracking project expenses is vital for budget management. But manually exporting Harvest expense reports wastes time and creates outdated data.
With Coefficient, you can pull live Harvest expense data directly into Excel. No more CSV exports or manual updates.
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store
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Step 2:
Connect your Harvest account to Excel
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Step 3:
Import the Projects Expense Report
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Step 4:
Set up auto-refresh to keep data current
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Step 5:
Create custom expense dashboards with live data
How to import Harvest Projects Expense Report into Excel
Follow these simple steps to connect Harvest to Excel and import your Projects Expense Report data.
Step 1: Install Coefficient and connect to Harvest
- Insert Open Excel and click on thetab
- Get Add-ins Selectfrom the ribbon
- Search for “Coefficient” in the Office Add-ins store
- Add Clickto install Coefficient
- Home > Coefficient Once installed, open the Coefficient sidebar by clicking
- Import Data Clickto begin
Step 2: Select Harvest as your data source
- Harvest In the Coefficient sidebar, find and selectfrom the list of available connectors
- Connect Clickand log in with your Harvest credentials
- Grant Coefficient permission to access your Harvest data
- Import from Reports Once connected, select
Step 3: Import the Projects Expense Report
- Projects Expense Report From the list of available reports, select
- Choose your desired date range and any other filters
- Import Clickto pull the data into your Excel spreadsheet
- Your Projects Expense Report data will now appear in Excel with all expense entries, categories, and project allocations
Step 4: Set up auto-refresh (optional)
- Auto-refresh To keep your expense data current, click thebutton in the Coefficient sidebar
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set specific times for refreshes to occur
- Save Clickto activate automatic updates
Analyze your Harvest expense data
With your Projects Expense Report data now in Excel, you can:
- Create pivot tables to analyze expenses by project, category, or time period
- Build custom expense dashboards with charts and graphs
- Compare actual expenses against budgets
- Share expense insights with stakeholders
The best part? Your data stays fresh with Coefficient’s auto-refresh feature, ensuring you always have the most current expense information for decision-making.
Available Harvest Data in Coefficient
Reports
- Uninvoiced Report
- Projects Time Report
- Team Time Report
- Clients Time Report
- Clients Expense Report
- Projects Expense Report
- Team Expense Report
Objects
- Invoices
- Clients
- Expenses
- Projects
- Client Contacts
Take control of your project expenses
Managing project expenses shouldn’t require hours of manual data work. With Coefficient’s Harvest integration, you can transform how you track and analyze project spending.
The direct connection between Harvest and Excel eliminates data silos. Your expense reports stay current with automatic refreshes. And powerful Excel tools help you spot trends and outliers instantly.
Finance teams save hours each week. Project managers gain real-time visibility into spending. And executives get the accurate financial picture they need for strategic decisions.
Stop wrestling with outdated expense exports. Start making faster, more informed decisions with live Harvest data in Excel. Your projects (and your sanity) will thank you.
Try Coefficient todayReady to streamline your expense reporting?and see how easy it can be to keep your project finances under control.
Related Harvest Use Cases
How to Import Clients Data from Harvest into Google Sheets
Learn how to import Harvest Clients data into Google Sheets using Coefficient. Get real-time access to your client information for better project management and reporting.
How to Import Client Contacts Data from Harvest into Google Sheets
Learn how to seamlessly import Harvest Client Contacts data into Google Sheets using Coefficient for real-time access to your client information.
How to Import Clients Data from Harvest into Google Sheets
Learn how to import Harvest Clients data into Google Sheets using Coefficient. Get real-time access to your client information for better project management and reporting.
Frequently Asked Questions
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How to generate Projects Expense Report in Harvest?
In Harvest, navigate to Reports > Expenses > Projects. Select your date range and filters to generate the report. With Coefficient, you can skip manual report generation and import this data directly into Excel with just a few clicks. The data stays fresh with auto-refresh options.
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How to automate importing Harvest Projects Expense Report to Excel daily?
To automate daily imports:
- Install Coefficient in Excel
- Connect to Harvest and import the Projects Expense Report
- Click “Auto-refresh” in the Coefficient sidebar
- Select “Daily” and set your preferred time
Coefficient handles the rest, ensuring fresh expense data every day without manual work.
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How do I create a Harvest Projects Expense Report in Excel?
Creating a Projects Expense Report in Excel manually requires exporting CSVs from Harvest and reformatting the data. A better approach: Use Coefficient to import the report directly. Just select Harvest as your data source, choose Projects Expense Report, and click Import. Your report appears instantly with all expense details.
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How to send Harvest Projects Expense Report by email automatically?
To automate email distribution of your expense reports:
- Import your Harvest data into Excel using Coefficient
- Click “Automations” in the Coefficient sidebar
- Select “Email Report”
- Set recipients, schedule, and customize your message
Your stakeholders will receive updated expense reports automatically.
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How to send slack alerts about Projects Expense Report data from Harvest?
To set up Slack alerts for expense data:
- Import your Harvest expense data with Coefficient
- Click “Automations” then “Slack Alert”
- Connect your Slack workspace
- Choose alert conditions (e.g., expenses over budget)
Coefficient will notify your team when expense thresholds are reached or other conditions are met.
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