Importing WIP/Time balances when starting Karbon timesheets

Good question @Imbi Finlayson! 🙂

We didn’t have this as first started timesheets in Karbon, but I would expect it is difficult to add detailed time to Karbon for prior periods and would probably run 2 WIP reports until old system all written off.

The downside to this being your Billing in Karbon won’t make sense - may look like you recovered more than 100% in most cases - but maybe you could add an Expense ”Opening WIP balance - 1 Jul 2023” (I’m not sure how this would work practically though when it comes to billing part of it or whether you can write off, etc) 

Quick update, we ended up posting as an expense for each client at 30/06/22. This way, the $ amount can be seen on the Unbilled items for the client and picked up on invoicing.

It was very manual but better than running 2 systems. It would be a great addition to be able to bring these “expenses” or opening WIP in in a bulk way when people bring amounts in from previous software.

@Imbi Finlayson @SamG @Erica Elliott we are doing some research into this topic at present, jump in here if you can: