Replies posted by dominicbusby

2 Replies

A
Anonymous

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

Where is this function? “After creating a Client Request in a new or existing work item”  Do you add a task called client request or is there a different request function?  Hey VinnieIf you add a Client Request section to a piece of work, you’ll be able to test this functionality.Here is a guide for more information.

131833
SamG
Sr. Karbon Community Guide
1 month ago
D
Beginner
Danny GossBeginner
asked in Share Tips & Best Practices

Xero Practice Manager

Hi Danny The simplest solution would be to set up repeating invoices in Xero for any recurring fixed fee work and use a payment service such as GoCardless to collect direct debit payments from your customers. If you use Ignition it would be worth speaking to them to see how the latest billing functionality works - they can also push your invoices through to Xero, which goes through XPM but it can be set up to function without you needing to actively use XPM for task management. We have some exciting additions coming in the near future to help you streamline and organise your client invoicing - stay tuned!Dom

5
Filomena Silveira
Beginner
3 months ago

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