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Laura RowerBeginner

Community Feedback

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

Explore the latest enhancements that make email search and realization reporting smarter and easier for your firmImproved email contact searchFinding and choosing the right person to email is now easier and more intelligent in Karbon.When searching for a contact, you’ll see additional information like contact type, client type, client ID, and organizations involved in the search results. With these fields displayed, you’ll have more confidence that you’re reaching the right person. Automatic fixed fee realizationKarbon Billing now automatically calculates your realization rate for fixed fee and recurring work, so you can focus on making decisions rather than manually compiling data.No actions are needed from you to gain access to this reporting. It will be available automatically in your realization dashboard.To learn more about how fixed fee realization works, visit the support center.If you’re interested in exploring how Karbon Billing can drastically improve your billing workflow ef

7348

13 hours ago

Zach HolmesBeginner

Share Tips & Best Practices

Script to handle looking up Contacts with a duplicate email in Zapier

Repo https://github.com/ZachHolmesDev/find-karbon-contact-handle-duplicatesThis script is designed to run in Zapier and works as a replacement for the prebuilt find contact zap with additional logic to deal with different clients who use the same emailit sends a request to the Karbon API to fetch a list of contacts using a provided email address.The script will return the first contact in the list from the APIthat matches both the provided first name and last nameExample UsageIn our business we have a number of clients who are couples sharing the same email address, this script helps us automatically create work items in Karbon using a similar method using Zapier for the correct client who books with us on Calendlycreation of Karbon work items can be done via API requests using Zapier's built-in HTTP request functions, Hopefully I can release a tutorial on this in futureHope this helps someoneCheck the README in the repo I shared for setup instructions /** NOTE* putting your auth and

2

13 hours ago

E

Erica MillickBeginner

Ask a Peer

Fixed Fee Billing with Work Items

I’m curious how everyone is billing a fixed fee while using various Work Items? It seems it would be best to be able to have one fixed fee for the Client and then add the various work items under that umbrella versus having to edit each individual work item’s fee to equal the fixed fee each month. We have ad-hoc projects throughout the year that are included in the fixed fee and work items vary each month, but having different work items each month skews the total amount and we end up editing each client’s amounts a lot. (i.e. Worker’s Comp audit, 1099s, etc.) Does anyone have any tips or tricks they’re using when billing fixed fee for multiple work items every month that doesn’t involve editing each work item fee for each client every billing or using one huge work item encompassing the full scope of work?

Quynh NgoBeginner

Karbon Insert Table in Email

I have looked at some previous threads and noticed there were some old questions from 2 years ago requesting for the ability to create + insert tables into your emails in Karbon. I know Karbon community lets you create/insert a table, but I am struggling to find the same functionality within Karbon itself. Is there a way to do so in Karbon yet?

Doug BuntynBeginner

Timesheets vs Individuals time

I am having a issue in reviewing my staff’s timesheets. Currently when I look at the Time Tab for last week it shows each persons total time and billable time. But when I click on an employee it drops these amounts down to some other amount of time. In one case it takes an employee from 40 hours of time and 36 billable to just 7 hours and 42 minutes with 4 hours 22 minutes of billable time. Anyone else having this issue?

5

1 day ago

Charlotte GraceBeginner

Ask a Peer

Client error message

Client conversation above - client can’t access Karbon but when they try and reset password the message says email incorrect, but it is the correct email

3

3 days ago

Anzelle StrydomBeginner

Ask a Peer

Shared Triage

Hi all! I have two questions:Would emails from the shared triage inboxes have an effect on the total number of emails in your triage? Example: if I only have 1 email in my personal triage, but 30 in a shared triage, would my total number of emails (top left “All - number”) indicate 31? Or would only the number of emails in my personal triage be displayed? Would the emails in shared triage have an effect on our insights like average response time?

Vivek KumarBeginner

Billing

How to add a discount part while preparing an invoice?

Tiahn SeviorBeginner

Undo deleted work item

Hi there,Can I recover a work item that was accidently deleted for a client… the work item hadn’t been fully completed yet..

Erica MillickBeginner

Ask a Peer

Fixed Fee Billing with Work Items

I’m curious how everyone is billing a fixed fee while using various Work Items? It seems it would be best to be able to have one fixed fee for the Client and then add the various work items under that umbrella versus having to edit each individual work item’s fee to equal the fixed fee each month. We have ad-hoc projects throughout the year that are included in the fixed fee and work items vary each month, but having different work items each month skews the total amount and we end up editing each client’s amounts a lot. (i.e. Worker’s Comp audit, 1099s, etc.) Does anyone have any tips or tricks they’re using when billing fixed fee for multiple work items every month that doesn’t involve editing each work item fee for each client every billing or using one huge work item encompassing the full scope of work?

Quynh NgoBeginner

Karbon Insert Table in Email

I have looked at some previous threads and noticed there were some old questions from 2 years ago requesting for the ability to create + insert tables into your emails in Karbon. I know Karbon community lets you create/insert a table, but I am struggling to find the same functionality within Karbon itself. Is there a way to do so in Karbon yet?

Doug BuntynBeginner

Timesheets vs Individuals time

I am having a issue in reviewing my staff’s timesheets. Currently when I look at the Time Tab for last week it shows each persons total time and billable time. But when I click on an employee it drops these amounts down to some other amount of time. In one case it takes an employee from 40 hours of time and 36 billable to just 7 hours and 42 minutes with 4 hours 22 minutes of billable time. Anyone else having this issue?

5

1 day ago

Charlotte GraceBeginner

Ask a Peer

Client error message

Client conversation above - client can’t access Karbon but when they try and reset password the message says email incorrect, but it is the correct email

3

3 days ago

Anzelle StrydomBeginner

Ask a Peer

Shared Triage

Hi all! I have two questions:Would emails from the shared triage inboxes have an effect on the total number of emails in your triage? Example: if I only have 1 email in my personal triage, but 30 in a shared triage, would my total number of emails (top left “All - number”) indicate 31? Or would only the number of emails in my personal triage be displayed? Would the emails in shared triage have an effect on our insights like average response time?

4

4 days ago

M

Marissa YoungerBeginner

Ask a Peer

Sort All Time by Task Type

Is there a way to sort all time by task type? I know you can filter by work type, but not all of our items currently have a work type set up.

Summer ThornBeginner

Tracking External Partners

Hello! One of the biggest project management tasks I have is now solved with Karbon, and that is tracking client work. The second biggest is tracking work I have outsourced to other firms. I have this all over the place and it is getting messy. How do you guys track this? Do you just add work to the contact like you would a client?

3

4 days ago

N

Nick BeaudoinBeginner

Ask a Peer

Triage Default View

Hello, Is there a way to set a filtered view in triage as a defualt view? I have a collegue that prefers to not utiilize the triage clearing feature. They would like to have a default view of only internal mentions that they can keep track of. Is this a current feature or do you need to change the filtered view every time you open triage in karbon?

3

4 days ago

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