Replies posted by Hannah Faesenkloet

13 Replies

A
Anonymous

Send Client Requests to multiple clients, Karbon AI and bulk work creation

@MrsEmmaBall If you could please send through your feedback to us that would be fantastic. My email is hannah.faesenkloet@karbonhq.com Thanks!~H

135633
SamG
Sr. Karbon Community Guide
2 months ago
A
Anonymous

Send Client Requests to multiple clients, Karbon AI and bulk work creation

@Smitty Yes there are limitations to how many you can select due to pagination, we are looking to increase the page size limit to allow for more selections, I will let you know if/when we do this. We are investigating currently the issue with being unable to create bulk work for Client Groups, I will let you know asap once this is resolved.  

135633
SamG
Sr. Karbon Community Guide
2 months ago
Steve Wortman
Rising Star
Steve WortmanRising Star
asked in Ask a Peer

Logo on invoice

Thats great to hear! 

5
naomi_paulson
Rising Star
1 month ago
Steve Wortman
Rising Star
Steve WortmanRising Star
asked in Ask a Peer

Logo on invoice

Correct @SamG There is a max height we have set for the logo at this stage. We are looking to allow for more customisation in the future :) @Steve Wortman could you send through a screenshot like sam did above of how small it is? 

5
naomi_paulson
Rising Star
1 month ago
M
Beginner
Michael GreenBeginner
posted in Ask a Peer

More design options for invoicing needed

@Michael Green Sam is totally right that you are able to set payments instructions and comments on your invoice template (you can find that in billing settings) If you set it there it will propagate to all invoices, otherwise you can do it invoice by invoice. You can also edit descriptions per invoice as well. If you are not wanting to use the work item name on the invoice, you can click into the work item and set an external name, this will be used instead of the work item name for both invoicing and client requests. Let me know if there still don’t solve the problem, would love to chat more over zoom.   

5
naomi_paulson
Rising Star
3 days ago
SamG
Sr. Karbon Community Guide
SamGSr. Karbon Community Guide
asked in Ask a Peer

Updating Standard Billable Rate by Role for new financial year

We are thinking that the budget estimate will update, but are looking into a setting which allows the firm to choose what specifically in the budget estimate is updated, is the amount updated to the new rate OR is the time of the estimate changed to ensure the original amount stays. This setting will be a firm setting and apply to all rate updates, or with the introduction of colleague rates (we are building this soon as well) if a colleague rate if different when the budget is assigned/reassigned  

16
SamG
Sr. Karbon Community Guide
2 months ago
SamG
Sr. Karbon Community Guide
SamGSr. Karbon Community Guide
asked in Ask a Peer

Updating Standard Billable Rate by Role for new financial year

@SamG Totally feel you re a date option! Looking into this now :) Will keep you updated 

16
SamG
Sr. Karbon Community Guide
2 months ago
SamG
Sr. Karbon Community Guide
SamGSr. Karbon Community Guide
asked in Ask a Peer

Updating Standard Billable Rate by Role for new financial year

Hi @SamG, I have a question for you around what would you expect to happen if you changed an existing rate, to all time entries on in-progress work, or time entries that have not been billed or approved on a timesheet as of yet?  

16
SamG
Sr. Karbon Community Guide
2 months ago
Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team

Email TemplatesBlog

@Karla Hourigan adding a template to email tasks with be included in the next release :) 

220740
Melissa Gock
Rising Star
5 months ago
Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team

Email TemplatesBlog

Hi All 👋🏻 We totally heard you re character count and wanted to let you all know we have updated the character count limit to a much larger number!Please let us know if you are still running into any saving issues 🙂

220740
Melissa Gock
Rising Star
5 months ago
SamG
Sr. Karbon Community Guide
SamGSr. Karbon Community Guide
asked in Ask a Peer

Updating Standard Billable Rate by Role for new financial year

Totally Thanks @SamG 

16
SamG
Sr. Karbon Community Guide
2 months ago
SamG
Sr. Karbon Community Guide
SamGSr. Karbon Community Guide
asked in Ask a Peer

Updating Standard Billable Rate by Role for new financial year

@SamG I would love to hear your thoughts around budgets on a work item that is in progress, would you expect the budget to update with the new rate? or keep the old rate? Thanks, ~H

16
SamG
Sr. Karbon Community Guide
2 months ago
E
Beginner
Erica ElliottBeginner
asked in Ask a Peer

Karbon for time billing

Hi @Erica Elliott thanks for bringing these issues up! We are actually planning updates on the Export as we speak so if there is anything further please let us know 😁

5
E
Beginner
9 months ago

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