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Replies posted by SamG

549 Replies

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Nick BeaudoinBeginner

asked in Ask a Peer

Improved email contact search, automatic fixed fee realization + invoice data in KPI

Hi Amelia, these ones?

7688

5 days ago

Tiahn SeviorBeginner

asked in Ask a Peer

Undo deleted work item

Hi @Tiahn Sevior ! Welcome to the community. Reach out to support and they may be able to assist you with the recovery of that work item. Hi @Tiahn Sevior, @jens is right, restoring deleted Work can only be done by Karbon Support, here’s how to contact them: https://help.karbonhq.com/en/articles/4450394-how-do-i-contact-support-interact-with-support 🙂

5 days ago

Erica MillickBeginner

asked in Ask a Peer

Fixed Fee Billing with Work Items

Hi @Erica MillickGreat question, this is the perfect use case for a new Karbon Billing feature, Engagements: https://help.karbonhq.com/en/articles/8753810-use-recurring-billingDoes that help? 🙂

5 days ago

Doug BuntynBeginner

asked in Ask a Peer

Timesheets vs Individuals time

However, I just noticed that the Colleague Utilization "week" appears to be Sun-Sat. And the Time entry week appears to be Mon-Sun. I'm unsure if it has always been that way or not, but it seems like they should be the same. lnteresting, and I agree! M-S FTW!

6 days ago

Quynh NgoBeginner

asked in Ask a Peer

Karbon Insert Table in Email

I prefer screenshots to tables since there’s a little more control over how the table will look in the final email. Someone looking at an email table on their phone might have a hard time compared to a screenshot of a table. I agree! I love Greenshot for screenshots, but I use Microsoft’s Paste as Picture for copying a table from Excel to Word 🙂

5 days ago

Anzelle StrydomBeginner

asked in Ask a Peer

Shared Triage

That's great 🙂

8 days ago

Charlotte GraceBeginner

asked in Ask a Peer

Client error message

Hi @Charlotte GraceDid you mean to attach any screenshot of the error? 🙂If the email looks correct but it’s saying it isn’t, you might be best to Contact SupportI hope that helps 🙂

8 days ago

Moshe MindickBeginner

posted in Ask a Peer

Tax Return prep and review and how to collaborate with review notes and back and forth

We use Xero Workpapers when preparing financials and tax return and compile a PDF of workpapers when only preparing tax return 🙂

9 days ago

Quynh NgoBeginner

asked in Ask a Peer

Karbon Insert Table in Email

Hi @Quynh Ngo,No there isn’t in Karbon, you can paste tables from Excel/Word, does that help? 🙂

5 days ago

Moshe MindickBeginner

posted in Ask a Peer

Tax Return prep and review and how to collaborate with review notes and back and forth

Hi @Moshe Mindick,We use the Work Status to determine who it’s with 🙂For annual compliance/tax returns:First two substatuses here, it’s with PreparerThird and Fifth, it’s with ReviewerFourth and sixth, it’s with PreparerCan oscillate between fifth and sixth (but ideally doesn’t!!)We put review points in the workpapers (rather than Karbon), preparer notes that they’ve actioned them in there as wellDoes that help? 🙂

9 days ago

Varsha ChorgeBeginner

asked in Ask a Peer

How to Extract the Planned Jobs in a Spreadsheet

Hi @Varsha Chorge,Do you have Admin access? 🙂 this is requiredPlease see here for details: Export WorkDoes that help?

9 days ago

Marissa YoungerBeginner

asked in Ask a Peer

Sort All Time by Task Type

Hi @Marissa YoungerWhere specifically are you looking at All Time? 🙂From the Billing > Unbilled page, you can:Export WIP Report Click Time Entries sheet Sort Time Entries by Task TypeDoes that help?

9 days ago

Summer ThornBeginner

asked in Ask a Peer

Tracking External Partners

Hello @Summer Thorn,Good question 🙂 it dependsWe have a work type (SMSF compliance) which is mostly outsourced, but we’re still responsible for starting, progressing and finalising it, so the work is recorded against our client, like any other work we do for them.That work type has a specific status “Waiting for Seamless” (our provider).The rest of the workflow is exactly the same, but when it’s in their court, it’s in that status.You could do that or you could use a specific work type or you could add work against the contact (your provider).Does that help? 🙂

9 days ago

Anzelle StrydomBeginner

asked in Ask a Peer

Shared Triage

Hi @Anzelle Strydom,No, the Shared Triages unread are included with your own unread in the total unread number next to the word Triage (e.g. in screenshot below, Shared 5 + my 3 = total unread 8) but not included in the All count, which is only your Triage (or whichever one you are looking at, at the time). Funnily enough, my number is incorrect at the moment, an issue unrelated to Shared Triage (says 32, I have 30). Good question, I wouldn’t think so but don’t know for sure. Worth asking Karbon SupportDoes that help? 🙂

8 days ago

Mary-Clare SwitzBeginner

asked in Ask a Peer

Is Karbon down?

Yes, I’m back in now 🙂

11 days ago

Nick BeaudoinBeginner

asked in Ask a Peer

Triage Default View

Hi @Nick Beaudoin,How does the firm feel about your colleague’s decision to not use Karbon as intended? 😅I don’t believe there is a way to set a default view in Triage. The colleague could keep Triage open and always open items (new pages) in a new tab or new window, keeping that Triage view open or submit a Featrure IdeaI hope that helps 🙂

9 days ago

Jason GrantRising Star

asked in Ask a Peer

Email formatting - Right/ Left align

Hi @Jason Grant,There is no left/right align nor Undo button in Karbon for formatting 🙂Ctrl+Z works for Undo, most of the time, but there isn’t a button for itI hope that helps, you can also request it by posting a Feature Idea

10 days ago

Rachel PengKarbon Team

Improved email contact search, automatic fixed fee realization + invoice data in KPI

Awesome updates again Karbon! 👏🏾Especially the improved Contact dropdown and Fixed Fee Realisation! 🥳

7688

5 days ago

Summer ThornBeginner

asked in Ask a Peer

Individual Tasks

@max I don’t think @Summer Thorn will have To-do, being a new Karbon user.Summer probably has Assignments.. which unfortunately, is a half-baked replacement for To-do (which was also half-baked in the ways Assignments isn’t 😢)My Week and the Work overview (appears when you click a Work item in My Week) is probably your only option at this time to see which Work items have tasks assigned to you and whether they are overdue.My WeekWork Overview

12 days ago

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