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Anonymous

LD7ESuperstar

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Time & Budget at Client Group Level

Looking to determine if anyone has further information on this old post I came across as it would be super helpful to have the ability to see Time & Budget information on the Time & Budget tab of the Client Group.Aggregating Time Budgets at Client Group Level

1 day ago

Kathy CogginsBeginner

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Time Tracking from employee perspective

I am struggling with “just click the little clock and find your work item” Why are some clients not coming up for me or other members of my team? Why can I not find work that I know I am assigned to select as my work item? For the life of me, I can not figure out why I would be blocked out of this. These are clients I know exist, and that I have assigned work for.When I search for what seems like the VERY basic function how-to, I get sent to info about how to set this up as a manager, but not much about how to trouble shoot the actual “clock in and clock out” part. What am I missing?

1 day ago

Michael MazeyBeginner

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Work Not appearing in Unbilled Billings

We have created a work item and input time against the work.However when we go into unbilled items in the billings - the Work is not appearing. How do we fix this?

1 day ago

Kevin DodgsonBeginner

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Deleting completed work?

I feel like there’s an obvious solution to this but I haven’t found it after searching the forums. Is there a way to clear out my Completed and Cancelled work items? They’re currently just piling up over time and I currently have a few hundred sitting there. I understand it could be helpful to see how many you’ve done during a tax season or calendar year but I don’t need them to stay forever. Is there a way to get rid of those in bulk?

1 day ago

Paul SweeneyBeginner

Community Feedback

Revising available capacity for planning when team members are leaving

I have an employee who just gave two weeks notice of resignation.To utilise the capacity planning report it would be good to be able to1) set a future end date;2) end available capacity from that date so the when running the capacity planning report it shows the ability of the remaining team to handle the excess workload until replacement staff arrive. In the interim we’ll try the suggested workaround being to submit a time entry and use the Time Off Task Types to reduce the capacity of that user for the planning period they are looking at.

1 day ago

blueprintbrianRising Star

Share Tips & Best Practices

Client Manager vs Client Owner

Curious to know how everyone uses the Client Manager vs Client Owner vs Other Colleagues on a client. We put tasks on organizations for bookkeeping and I’ve been assigning the Client Manager as the Bookkeeping Manager on my team. Other colleagues are then the bookkeeping team working on that client. How do you use these fields in your Karbon account?

1 day ago

Chad EvansBeginner

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How To Better Understand Employee Work Assignments

18 hours ago

Leah GuilfoyleBeginner

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Is there a way to create folders for uploaded documents?

To organize the documents provided or uploaded to the client profile

21 hours ago

LD7ESuperstar

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Time & Budget at Client Group Level

1 day ago

Kathy CogginsBeginner

Ask a Peer

Time Tracking from employee perspective

1 day ago

Michael MazeyBeginner

Ask a Peer

Work Not appearing in Unbilled Billings

We have created a work item and input time against the work.However when we go into unbilled items in the billings - the Work is not appearing. How do we fix this?

1 day ago

Kevin DodgsonBeginner

Ask a Peer

Deleting completed work?

1 day ago

Paul SweeneyBeginner

Community Feedback

Revising available capacity for planning when team members are leaving

1 day ago

Kitty LoBeginner

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File downloads - The documents downloaded is less than the number of files available to download

When I press “Download” I never get a full download whether it’s 5 items or 27 items available (pictured below). A few items are always missing.

2 days ago

Rachel_SmithBeginner

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Capacity Planning, time budgets - how best to set up work items

It drives me crazy that when a work item’s budget is assigned to only one team member at a time, even when two or more team members are working on the item. It’s like karbon things the overall time budget on the work item is what’s key, where I would argue that the time budget for each team member is what’s key.In order to get around this, I am considering breaking up our work items such that each item is only assigned to one person. So our monthly close work item would be broken up into, say, three work items: Reconciliations and anything else the bookkeeper does; adjustments and sales tax and anything else the account manager does; and review reports and hold advisory meeting and anything else the advisor does. It seems to me that this will lead to much more clarity around time budgets. What am I missing?I know one thing I am missing is that since work items can’t be dependent on each other that we will need to build in a step for the bookkeeper to kick of the next stage of the a

2 days ago

Tom KneelandRising Star

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Google Drive DMS

I know Google Drive integration for DMS is coming, but is there an estimated timeline. I really need it this fall:)~Tom

3 days ago

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