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Replies posted by Dave George

18 Replies

Newest First

Oldest first

SamGSr. Karbon Community Guide

asked in Ask a Peer

Updating Standard Billable Rate by Role for new financial year

@SamG we still have an opportunity to do this better. Could you please submit a feature idea for this “updating billable rates for a new financial year”?

2 months ago

Lisa BrugmanBeginner

asked in Ask a Peer

Unbilled Fixed Fee work and expenses work not showing up on Billing even when searched by client name.I invoice my clients based on a value pricing model

@Lisa Brugman this is odd. If you haven’t already please email details to support@karbonhq.com and we will investigate.

2 months ago

Lachlan MacindoeKarbon Team

Summarize notes with Karbon AI, download invoices, realization report + more

@SamG Thanks for the feedback. Do you just want the ability to type a date rather than clicking so much?The other calendar is older and more problematic, it only scrolls back 3 months and it is unclear that you can type a date, so many people get stuck with it.

6336

5 months ago

Hailey WilburBeginner

asked in Ask a Peer

Work item with time entries not showing in unbilled with other work items

@Hailey Wilbur thanks for sending this into support, we can look into the details for you.

6 months ago

Anonymous

Invoice exports, Australian card payments, and KPI credentialsBlog

@SamG not yet, but we have fee control measures on the roadmap and are looking at both of the options you’ve mentioned.

82012

6 months ago

Imbi FinlaysonRising Star

asked in Ask a Peer

Importing WIP/Time balances when starting Karbon timesheets

@Imbi Finlayson @SamG @Erica Elliott we are doing some research into this topic at present, jump in here if you can:

6 months ago

Anonymous

Invoice exports, Australian card payments, and KPI credentialsBlog

@Pauline Haydon we will definitely be making ways of collecting details pre invoice in future. I’m in total agreement with you on the importance of getting those details up front, and can’t wait to support that!

82012

6 months ago

Anonymous

Invoice exports, Australian card payments, and KPI credentialsBlog

@Pauline Haydon I like what you’re saying about payment details, that’s my opinion too. Having client payments details saved means that payment collection becomes far less of a burden.Billing is focussed on invoicing and payment collection.With Karbon Billing you canProduce invoices from your work and time in Karbon Make adjustments to those invoices Either export invoices to your GL (and therefore manage payments and AR there) Or send through Karbon and collect payments and manage your AR in Karbon Where clients can pay via an invoice magic link and save their payment details so future invoice payments are collected automaticallyWe’re currently working on recurring fixed fee billingInvoice a fixed fee regularly (e.g. monthly) Covering a range of services of any cadence (e.g. weekly payroll, one offs) Regardless of the work that is deliveredWe’re also adding countries for payments, and have started work on direct debits for the US (ACH). Direct debits for other countries will come in 2

82012

6 months ago

Anonymous

Anonymous

Xero Practice Manager (XPM), global search, Karbon Practice Intelligence (KPI) workbooks

These new search features are available to all now. Let us know how you get on, and if you have any further suggestions let us know here: https://community.karbonhq.com/ideas

5378

10 months ago

SamGSr. Karbon Community Guide

asked in Ask a Peer

Updating Standard Billable Rate by Role for new financial year

@SamG we’re looking into this one.

2 months ago

Amelia FreemanKarbon Team

External name on work items and work templateBlog

@Trey Fulmer ah, got it. Yes, eternally carrying would be a pain.We have a plan for managing time entries in bulk to mark them as billed elsewhere, could we talk through that with you to see if it fits your needs? If you’re open to a chat I’ll email you my calendar link.

63612

1 year ago

Amelia FreemanKarbon Team

External name on work items and work templateBlog

When can we create invoices based on time entry from X to Y date? Hi @Trey Fulmer, you can do that now, but it’s quite manual:Filter by work type = Time & Materials and Client Time & Expenses Create a draft for your client On the data tab, carry any time that site outside of your time range (select individual time entry rows and click “carry”)Presumably you want this to be easier like so (we don’t have a date for this yet):filtering unbilled by date range create draft time outside of that range will be automatically carried on the draft (so you have visibility of it and can choose to include it if desired)

63612

1 year ago

Sara GoepelKarbon Team

published in Share Tips & Best Practices

Karbon product roadmap preview: Features and updates coming in Q2 2023 🎉

@Dave George will any of billing and payments features be released before the CC payments feature is available (e.g. invoicing and QBO sync)? Hi @Rebecca WilliamsWe will be keeping Billing in beta while payments are not ready.If you’d like to join the beta program let us know.

170431

6 months ago

Sara GoepelKarbon Team

published in Share Tips & Best Practices

Karbon product roadmap preview: Features and updates coming in Q2 2023 🎉

What is the timeline for Billing & Payments availability in Canada? Will clients have access to view all their open invoices and select what to pay? Hi @Ashliegh EvelynWe’re aiming to make credit card payments available to Canadian firms in Q3 (Jul-Sep).PAD (CA direct debits) will most likely come later.Once both are available, yes your clients will be able to pay the full amount using either credit card or direct debit, that’ll be their choice. In future we may provide ways to push clients towards direct debits since they are cheaper to process.

170431

6 months ago

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