Replies posted by Nancy

10 Replies

Stuart McLeod
Karbon Team
Stuart McLeodKarbon Team
posted in Share Tips & Best Practices

Would you like some new airpods? Only 1 catch - post a review to G2 Crowd for me!

Obviously, it’s still being moderated but here’s the link to my review: https://www.g2.com/products/karbon-2019-08-27/reviews/karbon-review-5083319Not sure what address is on file for me so I’ll email it to you.   

53
Lachlan Macindoe
Karbon Team
2 years ago
N
Rising Star
NancyRising Star
posted in Share Tips & Best Practices

Karbon Magazine Article - 3 of the best ways to organise process documentation

Thanks Victoria, lots of great ideas. I like to add related forms/documents directly into the templates too.  I'm slowly building up quite a stack of templates which is the goal of course; more templates does make it more challenging to find the correct one quickly though.I've been organising my templates by work type mostly.  I have started grouping processes that involve a common governing body, such as ASIC here in  Australia. ASIC - Annual Review ASIC - Change of Company Name ASIC - Company Deregistrationor the Tax Office for work outside of standard compliance workATO - Payment Plan ATO - Issues & CommunicationI like your idea about grouping them too. 

4
Rebecca Williams
Sr. Karbon Community Guide
7 months ago
Reino Barkema
Rising Star
Reino BarkemaRising Star
posted in Ask a Peer

Feature Request - Recurring Work at a Template Level

Thanks Victoria, I'll look into the bulk update option.  Meanwhile I'll put in a feature suggestion, thanks Max. 

8
Reino Barkema
Rising Star
2 years ago
Reino Barkema
Rising Star
Reino BarkemaRising Star
posted in Ask a Peer

Feature Request - Recurring Work at a Template Level

Yes, agree!  Great idea. I understand that the recurring work pulls the tasks from the previous job but it would be nice if any updates made to the template used to set up the recurring work were somehow incorporated in to the new job. I often tweak and update the templates but those changes don't show up because so much of our work is recurring.  Any thoughts on how to deal with this?

8
Reino Barkema
Rising Star
2 years ago
Lisa Silver
Beginner
Lisa SilverBeginner
asked in Share Tips & Best Practices

Canceling Client Tasks or Client Task Section

Yes, that's what we do as well.  I prefer not to delete a section because it will impact the recurring work. 

3
N
Rising Star
2 years ago
A
Anonymous

My Week is coming very soon, and more!

Thanks SamG! That sounds great.  

9018
Amelia Freeman
Karbon Team
2 years ago
A
Anonymous

My Week is coming very soon, and more!

Just registered for the demo.  I'm a little bit excited.  Will we be able to view a colleague's My Week page I wonder?

9018
Amelia Freeman
Karbon Team
2 years ago
Michael Parker
Beginner
Michael ParkerBeginner
asked in Ask a Peer

Xero

We use Practice Ignition as well.  On acceptance of proposals the work is automatically generated in Karbon.  Love it. Invoices are generated in PI and push to Xero Blue. 

6
Stuart McLeod
Karbon Team
2 years ago
N
Rising Star
NancyRising Star
asked in Ask a Peer

Outlook Emails Intermittently Not Pushing to Karbon Triage

Hi @Jeff Rudner, if you click on the Help & Feedback option on the Menu on the left side of the Dashboard there’s an option to chat with the team.  I find it really helpful if I’m stuck:  

5
N
Rising Star
2 years ago
N
Rising Star
NancyRising Star
asked in Ask a Peer

Outlook Emails Intermittently Not Pushing to Karbon Triage

Thanks @Craig Budgen , that’s interesting.  One of the emails did have an attachment but it was just a standard PDF so should have been fine. I flagged the issue with the Karbon team so I’ll just keep an eye on it and see if it keeps happening. 

5
N
Rising Star
2 years ago

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