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Replies posted by Dan Yamamoto

16 Replies

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Dan YamamotoRising Star

asked in Ask a Peer

Repeating Monthly Task

Thank you all for helping solve this for me. It’s all setup now!@Victoria Peters @jens

Dan YamamotoRising Star

asked in Ask a Peer

Repeating Monthly Task

Dan YamamotoRising Star

asked in Ask a Peer

Help trying to setup title for a weekly work item

YEA I got it to work Vicky you are lifesaver I didn’t setup the original template quite right but it works now thank you so much!

Dan YamamotoRising Star

asked in Ask a Peer

Help trying to setup title for a weekly work item

I am so frustrated I know it’s easy. I selected Previous repeat period date and I wanted it to show May 2022, but the repeat place holder can only show 2 different months/years not a single month.I know it’s simple I am just missing something

Dan YamamotoRising Star

asked in Ask a Peer

Help trying to setup title for a weekly work item

Max and Victoria I really appreciate what you do for the community. I did figure out the naming on the weekly tasks. The problem I am having now is naming on a monthly task. Here is the name of the task I saved from a template: No matter what I do when I try and create a name as below: The system defaults to making the next month June instead of May. I don’t know how I can affect that? I want the Monthly Accounting work June 2022 to start July 1, 2022

Dan YamamotoRising Star

asked in Ask a Peer

Help trying to setup title for a weekly work item

Alternatively can I copy a weekly accounting item from a different customer and copy it over to a new customer? The weekly tasks are identical

Dan YamamotoRising Star

asked in Ask a Peer

Sent clients request

Dan YamamotoRising Star

asked in Ask a Peer

Used Template to set up a client but only the current month work is showing

Max I must be passing right over it how do you get to that screen?Thanks you advance.Dan

Dan YamamotoRising Star

asked in Ask a Peer

Task complete why do we have to move to done

Could you show a screen shot of what you are describing @carol

Dan YamamotoRising Star

asked in Ask a Peer

Client teams emails

I will explore using teams to do things like that. The particular item in question just happened to be an email and in many caess it is but there are articles and other items that we want saved so anyone can go look at them in a central place. I am going to look into teams. I may come back and ask you @max if it’s functionality that I don’t find easily (I am new to my firm < 6 months and I have never used teams before)

Dan YamamotoRising Star

asked in Ask a Peer

Drag and Drop from Karbon to Bill.com

How is it that Microsoft can’t figure that out? I am sure they know how to. There’s probably other reasons why they don’t allow it.

Dan YamamotoRising Star

asked in Ask a Peer

Client teams emails

It does help and thanks. The problem we have is we send the email that everyone should see to the Group which has no names so you get that BCC message. Then someone has to forward that email to the team. I guess what we are looking for is a storage bucket for those informational type emails so that everyone doesn’t have to save that email themselves. We have a team called CAS but you can’t tag a team it doesn’t seem like.

Dan YamamotoRising Star

asked in Ask a Peer

Drag and Drop from Karbon to Bill.com

I think the issue might be that Triage is emulating what Outlook365 does. I don’t think you can drag and drop out of the online outlook either.

Dan YamamotoRising Star

asked in Ask a Peer

Saving emails for later but are not attached to a client

@David Perry Again thank you. We setup a contact called Karbon Tips and Tricks for things that our team discovers on how to do things in Karbon. We are only one month in so there are so many tricks out there to do things that we are trying to let everyone know.

Dan YamamotoRising Star

asked in Ask a Peer

Drag and Drop from Karbon to Bill.com

@David Perry Thank you. We were discussing it internally an hour or so ago and my boss came up with the same solution of forwarding it using Dext. It’s not as easy as drag and drop but we it is a solution that doesn’t require the person to go to outlook. We are trying hard to stay in Karbon. The more we can do in Karbon the less the pull is for people to spend time in outlook.

Dan YamamotoRising Star

asked in Ask a Peer

Saving emails for later but are not attached to a client

Found a workaround. Since this was an email for a Karbon Webinar I added it to “my week” tasks and then moved it to next week since the webinar is 3/30/22. I would still welcome anyone’s idea’s

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