Import
Harvest projects, people, tasks and worked hours arrive against the shared project number; Harvest Forecast adds time off, so utilisation is measured against real capacity.
Finance, Billing & Inventory
The forecast is trustworthy because it is fed by the work.
Most agency forecasts are a monthly act of reconstruction: export the hours, guess which are billable, remember which client has an allowance and find the hosting invoice.
Genedar removes the reconstruction. Costs attach to assets, assets attach to projects, projects carry billing rules and hours arrive matched to a project number.
From time to invoice
Reconcile
Hours meet included allowances, prepaid pools, overage rates and change requests.
Assemble
The invoice is built from commercial rules and delivery evidence that already exist.
The billing month
One line item card, on the invoice and off it
Every line of a billing month is the same card in every month state, so there is one thing to learn and one place a number can come from.
A billing month used to be several different screens depending on the state it was in, which is exactly how a figure ends up with two plausible origins and no obvious one. Now a billing item's fixed fee and the overage it produced are one card and one amount column, each part tickable and editable while you are still proposing. The card opens to the Harvest entries behind the amount, with the included and the overage hours separated, so the answer to what a line is made of is one click away rather than an export.
That is also what makes a line defensible in front of the client. A free-text description travels with it onto the proposal, the invoice and next month's plan, confirming an invoice freezes its wording so an issued invoice never changes afterwards, and a partially billed item keeps only its remainder, so what you invoice next is exactly what is left.
The card
- A billing item's fixed fee and its overage are one card and one amount column
- Each part is tickable and editable while you are proposing
- The card opens to the Harvest entries behind it, with their included and overage hours
What it can carry
- A free-text description, shown on the proposal, the invoice and next month's plan
- A free-text position: proposed and invoiced as a plain note, with no amount and no effect on any total
- Confirming an invoice freezes its wording, so an issued invoice never changes later
What it will not do
- A fully billed item does not appear a second time outside the invoice
- A partially billed one keeps only its remainder, so it is invoiced for exactly what is left
- An overage line on a closed month still expands into the hours it was billed from
- A position settled at any amount, including 0,00, does not come back pre-ticked for its full remainder
- A late-logged hour from an already invoiced month earlier in the same year also surfaces in the current month's proposal, grouped by its origin month, without touching that month's own allowance
A closed month is not a different product
Every past month opens as a full proposal, with the same composer, the same invoice date and the same Confirm action as the current one. The separate retroactive-invoice step and the closed-month notice are gone, and a fee line that was already invoiced shows its detail but can never be proposed twice.
Hours arrive on their own: the Harvest sync runs on a schedule against the shared project number, so a month is already assembled when somebody opens it rather than being reconstructed from an export.
From delivery to forecast
Prepared invoices are not treated as money that does not exist. A month whose invoices are prepared shows the prepared amount rather than zero, the contract bar and the budget pots carry a distinct prepared segment next to invoiced and accrued, and the remaining budget subtracts prepared invoices as well as issued ones, so the figure never overstates what is still available.
Planned revenue is the sum of billing plans on live engagements, adjusted by what has actually been booked — not a number copied into a forecast sheet.
A capped engagement also reports what is still plannable: the order value minus every committed invoice, prepared as well as issued, minus the months that still carry a plan. A month that has been invoiced counts its invoice rather than the plan the invoice replaced, so the same money is never counted twice and the number answers what is still free to distribute.
Recurring and one-time billing items, fixed-price and time-based arrangements and change requests roll up into portfolio liquidity, project margin and account profitability.
From infrastructure to margin
The estate
- Domains, hosting, licenses, hardware and software
- Azure, Hetzner and Dokploy resources
- Intune device inventory
Attribution
- Project ownership and cost-sharing groups
- Monthly cost matrix by provider or by project
- One-time and recurring cost
Control
- Renewal and expiry visibility
- Orphaned resource detection
- Billing-drift detection with acknowledge / correct workflow
- CIA asset classification
Bring one month you had to reconstruct.
We will rebuild it from contract, imported hours and attributed asset cost — and show where the reconstruction went wrong.