Topics started by Karin

5 Discussions

K
Beginner
KarinBeginner
asked in Ask a Peer

remove from billing

When I move a work item to remove from billing and an employee adds time to it, I assume the work items stays in remove from billing? Or is there a way I can lock time entry from my employees to the removed work item? I’m worried I miss later entered time entries I haven’t seen.

1
SamG
Sr. Karbon Community Guide
5 months ago
K
Beginner
KarinBeginner
asked in Ask a Peer

Billing, historical invoices

Is there  a way to see historical invoices from the client?

3
K
Beginner
7 months ago
K
Beginner
KarinBeginner
asked in Ask a Peer

Time Entry

I’m trying to start using time and budget entry in Karbon. We connected the Tsheets with Karbon and when we try to log time I need to choose a “service item” as a required field. In the drop down list are a few listed but not the ones I want. Where is this list coming from and where could I edit it?

1
Ashley Rhoden
Rising Star
10 months ago
K
Beginner
KarinBeginner
asked in Ask a Peer

Work naming

I have an issue with naming of the work and the limited option available.I would like it to look like:02 - Feb Bookkeeping03- Mrz Bookkeeping04 - April Bookkeepingas now with only the name they’re all over the place.  for one client, it would be nice if it would be in order of the month like above anyone has any idea how to fix that or if it’s even possible or am I just the only one who doesn’t like to options offered.  thanks, Karin

4
max
Sr. Karbon Community Guide
1 year ago
K
Beginner
KarinBeginner
asked in Ask a Peer

Client Groups

we used client groups as it’s great so see the members, but unfortunately when information come in from practice ignition it can’t connect to a client group, only to people and organization. Anyone has any lead on how to handle this issue?

4
Victoria Peters
Sr. Community Champion
1 year ago

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