FAQ - Frequently Asked Questions
Some questions you might have. Others did.
Harvest does not assign a owner to automatically generated invoices.
When browsing kopilot, you might see invoices without invoice owner. Those invoices are recurring invoices.
Unfortunately, Harvest doesn't provide a owner when issuing automatically an invoice.
Linking Harvest and kopilot requires the admin rights on your Harvest account. Such privilege is a must to authorize kopilot to access your data and sync it.
You must be an admin user to link your Harvest to kopilot.
- Go to Team.
- Open the drop-down menu on the right of your name and click on "Edit." A new screen appears.
- Select the tab "Basic Info" into the left panel and find "Permissions." The field must be set as an administrator for the time of the kopilot configuration. After that, you can return to any privilege level.
- More information about the added value in linking kopilot and Harvest.
- How to connect Harvest app and kopilot