The latest news and insights from the HarmonyPSA team

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A short guide to using BlueSnap in Harmony

Taking payments using Bluesnap from within Harmony could not be simpler, it breaks down into just four stages:

Stage 1

Open a Bluesnap account. From this account set-up process you will get a Bluesnap API username and a Bluesnap API password.

Save these, you need them in step 2

Stage 2

Connect your Harmony instance to your Bluesnap account. To do this, you go into Finance/Setup/System/Financial Settings and at the bottom of the page you will see fields for the Bluesnap Account name and password you created in Step 1. Insert them and save.

Now you are ready to start collecting money immediately.

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Resource management by team

Generally, it really worries us when our approach to solving a common problem is radically different to the majority of other solutions on the market.

But not this time, because this time all the other systems are wrong.

Every professional service company we talk to is looking for resource management, even small ones who should be able to hold the data in their head.

But, actually, what they are really looking for is a combination of functionality centred on the answer to (potentially) three questions:

  • What’s my revenue forecast from pure services time, by period, for work in hand (i.e. contracted work) and how will that change given an understanding of the various jobs we may win in the near term;
  • How busy are the staff, in particular when are they running out of work, what capacity do I have; and possibly
  • When can Joe start on something new
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Resource management vs task assignment

If you’re running a services business (or just a services team), it is very common to want to know the answer to two (possibly three) discrete questions:

  1. What’s everyone doing?
  2. When do I run out of work? and
  3. If I get that new project or contract, who’s going to do it?

In order to address these questions, there seems to be a conflation of functionality in the PPM/PSA software market. Indeed, when you look at some systems, you cannot recognise them as separate questions at all. They are often addressed by simply placing employees on work for the planned duration and seeing how over or under-utilised they are.

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Harmony v4.13 Release Notes

Hi All

This is the first time we've created release notes on version 4 of Harmony.  From now on release notes will include changes also deployed to version 3 instances for customers not yet upgraded.

For a full change list on all our releases please regularly check out

Just to refresh people's memories; the main differences between version 3 and 4 are:

  • Improved multi-timezone support
  • A split between Service Tickets (helpdesk) and Work Items (planned project work)
  • Task dependencies between work items 
  • Progress reporting process on work items
  • Project and global gantt
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What features do IT Service Providers look for in a PSA solution?

What features do IT service providers need from a PSA solution? Clearly, different systems have different strengths so it’s important to have a clear understanding of your business needs before starting the process of selecting the right PSA tool for your organisation.  As a part of our internal marketing research we surveyed our customers, asking them what factors brought them to their final buying decision. The list of features below is by no means a comprehensive list of Harmony's features (you can find that here) but is based on what our customers told us made HarmonyPSA stand out from the competition. If you are in the process of researching PSA solutions at the moment you may find this checklist a useful way to start to compare what's on the market.

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6 PSA requirements for a MSSP

This year a new acronym has grown in common parlance: MSSP, short for Managed Security Services Provider.

This seems to have arrived from the trend in “Security as a Service” to replace the security consultants equivalent of break/fix, where they move in once everything is already in deep trouble.

The functions these firms offer cover round-the-clock monitoring and management of intrusion detection systems and firewalls, overseeing patch management and upgrades, performing security assessments and security audits, and of course, at the end if the protection service has failed, responding to emergencies and cleaning up the mess.

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Running a successful PSA implementation

There are many hurdles to overcome when selecting the right PSA tool for your organisation, including getting buy-in from the team.

But, in many respects, the problems really begin when you start to implement the system.

Like ERP, there are many failed PSA implementations out there.

We're not necessarily saying the software is not being used, but failed in terms of the benefits case that drove the decision to buy. This is a significant undertaking, both in terms of people’s time and also cost, so take a few minutes to think through how you are going to achieve a successful project that delivers the maximum benefit from the software you have chosen.

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How to integrate Jira with HarmonyPSA

Hi All

This week we will take a look at our new Jira integration feature between HarmonyPSA and Jira.  This lets you:

  • Automatically create a bug ticket in Jira when created in Harmony
  • Update the Harmony ticket with any comments added into the Jira ticket
  • Update the ticket status in Harmony

This is really useful as this saves time from having to manually create the same ticket in Jira that already exists in Harmony. This will also be very beneficial for developers who would rather use Jira ticketing system. There will then be a link attached to the Jira ticket which is directed back to Harmony so that it will be quick and easy to book time against the ticket that you are working on.

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6 key requirements for moving to AYCE billing

No, we’ve not launched a food blog, today we’re talking about an emerging contract trend, device-based or All You can Eat (AYCE) billing.

Let’s go back through the history of MSP charges to see where this has come from.

It all started, and for some has remained, with getting a call when something had stopped working. Originally this meant rushing round with a van load of parts and some disks to fix the problem, write down the time and then bill it. Easy control, simple billing, few needs from a PSA system, break/fix drove the industry forward and is still present in huge numbers.

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Harmony v3.15 Release Notes

Hi all,

v3.15 is a large release with a number of important updates. 

 The most important of these are:

  • Invoice editor improvements - the invoice editor now lets you drag and drop between groups and create new groups on the fly making invoice editing much quicker
  • Deferred revenue treatment change - invoices where the revenue is being deferred are now reported as being posted against deferred not revenue.
  • N-central integration - stay posted for an instructional video regarding how to set up this integration
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