Topics started by Andrew

5 Discussions

Andrew
Beginner
AndrewBeginner
asked in Ask a Peer

Changing a client email for client tasks

Hi all, I’ve created a job for a client and emailed the client tasks.  The problem is that I discovered that the client email has changed.  So I updated the client email against the client record and then realised I couldn’t see a way of changing the client details attached to the job to get the checklist resent to the new email.  Sending a reminder only sends the list back to the original email regardless of the change to the client. Am I missing something? Is there some way of updating the email - I’ve had to delete the job, create a new job, and then send again to the correct address.   

3
J
Beginner
1 year ago
Andrew
Beginner
AndrewBeginner
asked in Ask a Peer

Timesheet periods in Karbon

Hi,I was wondering if there is a way of changing the timesheet periods in Karbon so they line up with our payroll periods?  At present the system shows the current period Jan 10 - Jan16 2022 but I would rather have the period commence for the current period today 13 Jan to coincide with our payroll period.

3
Mark Sunderland
Beginner
2 years ago
Andrew
Beginner
AndrewBeginner
asked in Ask a Peer

Un-billable time tracking

Hi all,Just a quick query on how people track un-billable non-client related time within Karbon.  With the advent of staff working from home due to COVID mandates in our area I’m keen to track all work undertaken by staff, not just the billable elements and not just those related to specific client work (billable or otherwise).  Any suggestions as to how this is handled that would be greatly appreciated.  

4
Gary Wood
Rising Star
2 years ago
Andrew
Beginner
AndrewBeginner
asked in Ask a Peer

Effect of entering new client tasks after initial email sent.

Hi all.  So I’ve setup a client task, sent the email to the the client requesting information and then noticed a further query.  I’ve now updated the client task with the new item.  Do I need to resend the email or will the client see the new task automatically? TIA

3
DianeK
Sr. Community Champion
2 years ago
Andrew
Beginner
AndrewBeginner
asked in Ask a Peer

Recurring jobs - dates not correct

Hi all, I’m new to Karbon and have been using it for a few months now for job tracking - going well.  We are now about to venture into the next phase which is recurring jobs, particularly for Quarterly BAS and monthly IAS. So I have a job in the system for the September 2021 BAS for a client.  Job starts 1/10/2021 and finishes 29/10/2021 (being the end of the month on a weekday).  I go to create a recurring quarterly job using this job and selecting “quarterly” as the repeat settings.  Looking at the repeat preview the first BAS job is Jan to March 2022 (completely ignore December BAS) and the job dates are starting 31/12/2021 finishing 28/04/2022.  So the problem is the job can’t start 31/12/2021 as the month hasn’t even begun then - the job should start 01/04/2022 but I can’t for the life of me find a way of changing the start date on the recurring jobs?  I’m clearly missing someting - HELP!!! :) 

5
max
Sr. Karbon Community Guide
2 years ago

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