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Ask a Peer

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752 Discussions
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752 Discussions

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Candice DiemerKarbon Team

posted in Ask a Peer

CBC-OfficeRising Star

asked in Ask a Peer

Move colleagues planned week from personal My Week?

Is it possible to move the planned week for colleagues when moving the work in my personal My Week? When looking at the details page for the Work itself I can edit the planned week for all involved but it would be great to be able to do this when I am moving in the My Week view also.If this is not already an option, would this be something others would like to be able to do? Or just me? To give an idea, the planned week is set as the Week of Start date, so ALL involved have this as their planned week. But some will not need t look at or do any work until 1 or 2 weeks after the start date. Would love the Admin Team to be able to change this in a centralized view for all colleagues to help with scheduling work.Example of moving planned week from Work details tab. Would be great if something like this was an option in My Week, unless I have missed something?

7 months ago

Samantha TweddleBeginner

asked in Ask a Peer

Export client task responses

Is it possible to export responses from clients in client tasks? This would be a really handy feature and it would save a lot of time!!

7 months ago

Mike LiangRising Star

posted in Ask a Peer

Search capability

I am wondering if other peers have the same feeling that the it is not convenient to locate and find the past emails, communications, notes easily. I am wondering it will be good if following can happen:Current search doesn’t show up the comments, but comments is now a very important communication internally Karbon encourage to replace emails for internal communication, so the search should cover comments to enable us to find past comments easily. When we search something, Initially, it should show up all the results no matter it is email, note, work or comments. the tab for emails, notes etc. can still be there, but it will serve as filter function.

7 months ago

Ken RogersRising Star

asked in Ask a Peer

Printing Templates or Work

We are planning a review of our templates and looking to update as needed. Given that there are multple staff involved - it would be create if we could print or download templates into a spreadsheet and make our updates off line before adding online.Is there a way to print templates?

7 months ago

AntoniyaB.Superstar

asked in Ask a Peer

Billable and non-billable work

Hello community - this may be a silly question but does anyone know how to set up work in Karbon so that my colleagues can only enter a certain task type on their timesheets?Would this setting work on a work template?With existing recurring work, how can I apply this setting?Any help would be much appreciated!

7 months ago

JanaRising Star

asked in Ask a Peer

Grammarly

Is there a way to connect Grammarly in Karbon to check emails and comments?

7 months ago

Franck AmyBeginner

asked in Ask a Peer

Google reminders not showing in My Week calendar section

Hi, I am wondering when Google reminders will show in My Week calendar section?This seems a bit restrictive to only have events. Thanks

7 months ago

Jamie_CarnarvonBeginner

posted in Ask a Peer

import

Please help me I’ve not uploaded anything to Karbon before is there a tutorial

7 months ago

HermanBeginner

asked in Ask a Peer

Create/Update Client tasks via API

Karbon Client tasks is great for us to get quicker and more consistence client responses for file request and feedback etc. As I am working with outside contractors service providers as well, which we currently using ClickUp to manage that part of the work, I am looking for way, if possible to for example to update or create a client task in Karbon based on certain triggers in ClickUP.Currently the Senior Client Manager, which is the user on Karbon, will manually trigger or update the Client task in Karbon, based on events/status in ClickUp.Don't know if this is something that is possible, or if possible just so complex to add that it is just better to do manual?

8 months ago

MikeLiangSuperstar

posted in Ask a Peer

Folder Structure

By the chance of the implementation of connection of Karbon to our DMS-sharepoint, I am re-thinking our folder structure. Due to we are full service provider, there are too many level of folders and I cannot think of a way to avoid that, below is a typical folder structure and level we currently have:First level folder: client name2nd level: service type (ie, bookkeeping, financial report, income tax return, ad-hoc advice, etc3rd level: no.of financial year ,ie FY2022, FY2023, etc.4the level: if the work is monthly, there will be month no., e.g., July, August and so on and so forth5th level: nature of document, ie, workpaper, client PBC, review documents etc. What I am thinking specifically:Anyway to avoid using the folder, but we can still file the documents in an organized way and can search and find files very quickly when needed. I thought of Metadata, however, don’t know exactly how that is implemented If still using folder structure, is there any other better structure, like t

8 months ago

David SadowskyRising Star

asked in Ask a Peer

See all of one industry

In the accounting details of each client, it lists the industry. So for instance, I put in Brewery for some of them. Now, if I get an email that affects all my brewery clients - how do I find them? I went to the organization contacts and searched brewery and it didn’t pull up anyone that had that listed in the industry.

8 months ago

Kathleen M. BelkBeginner

asked in Ask a Peer

Sorting Contacts based on Services

I added specific services that our company provides to each client under their Contact, Details tab, Accounting Details section on the scroll down, Basics tab and then in the Services section. Is there any way to select one of those services, then download a list of every contact that has that service in that section? Someone said they create a group of contacts for each service and can download from there. Brilliant solution but it means I have to reverse engineer that after I have already entered the information once. I’ll do it if I have to but was hoping not to loose the work already done. Thanks!

8 months ago

Candice DiemerKarbon Team

asked in Ask a Peer

Ideation Design Workshop! - Come and join this creative session

Hi everyone 👋I am running an ideation workshop and would love to have members from the community get involved! This is a hands on fun session where we will be looking at a problem and coming up with ideas on how best to solve it. We will be drawing and sketching designs - no design experience necessary (if you can draw a square box, you can do this!!) The workshop is limited to only 3 participants so please sign up early as its first come first serve. USA based members would be ideal and any job role ✅Date: Tue April 4 Book your place in the workshop here

8 months ago

Adam KusnierekBeginner

asked in Ask a Peer

Team Exporting Work Report

Hi All.Currently I’m the only admin user of Karbon - Everyone else is on standard permissions. However I want the team to be able to export work reports without having admin rights.Is there a way to achieve this?

8 months ago

David SadowskyRising Star

asked in Ask a Peer

How much are you spending on your tech stack?

Alongside Karbon, we currently use Microsoft 365, Sharefile, QBT, Hubspot, etc etc etc. I was wondering how others base thier tech cost stack. For instance, are you trying to keep it to a percentage of income, or try to tie it to hourly rates, etc?

8 months ago

Eli GoldwasserBeginner

asked in Ask a Peer

Client request - Copy list of tasks to excel

Is there a way to copy all tasks in a client request to excel (or word doc) other than going into each task and copying them one by one?A client is having trouble using Karbon and we need to request information from them ASAP, how can I copy the tasks in one shot to place in a regular email?

8 months ago

Jeremy WellsRising Star

posted in Ask a Peer

Recurring events in My Week

I really need you to fix how My Week handles recurring events in Google Calendar.If I edit a recurring event in Google Calendar, My Weeks creates a duplicate: the original and the edited version. This should not happen. If I delete an instance of a recurring event in My Week and select “All events,” i have to “Sign In With Google” again. This should not happen. If I delete the recurring event in Google Calendar, the My Week events—original and duplicated—remain. This should not happen. Once I’ve signed in with Google again, only the single occurrence—not the entire series—I clicked on is deleted. This should not happen, and it is—as far as I can tell—impossible to fully delete all instances of a recurring event.All these errors make for a very cluttered and frustrating My Week calendar integration experience. Something is off in the integration, and it has been for months now.

8 months ago

Melissa BallettaBeginner

asked in Ask a Peer

Need tips on how you handle assigning staff to certain Organizations and Work Items

We currently have our staff assigned to organizations and then work items. We have to go into the organization and invite the staff member to each individual contact that is within that organization. Every time we have to swap a staff member to another organization, we feel like it’s so many steps. Is there a better way to be doing this? When we assign a staff member to the organization, shouldn’t it automatically assign them the contacts as well? There is a teams portion of Karbon that we are not using. Is this something that would accomplish that? Any input is greatly appreciated! I am going to watch more videos too but figured the Karbon community is the best place to get the answers we look for!

8 months ago

Kari HannumRising Star

asked in Ask a Peer

Does anyone track IT Requests in Karbon

I have a workflow/transparency question for you all. We are an all remote team and we have on outsourced IT company. Currently, I am attempting to keep on top of everyone’s issue and make sure they are resolved. We have tried having one work item at attaching all conversations to one time line but information is getting lost. We are considering creating a work item for each tech issue with it’s own work type so that a single ticket can be followed by anyone on the team. I would be interested to hear how other companies track their outsourced IT Issues.

8 months ago

Jarett SBeginner

asked in Ask a Peer

Productivity Tracking

Hey All, I am hoping to gain insight into tracking team member productivity. Within Work insights, it is very work item oriented. We are very task focused and our work items pass from person to person based on the amount of steps necessary (tax prep, bookkeeping, advisory, etc) so it is not the best place to look to see how much a team member is or is not producing.We would like to see something that can show the amount of tasks completed over a period of time, how many of those were completed on time, and how many of them were re-assigned and completed by someone else. We would like to be able to sort by team member, by client, and by work type.We do not use time entries whatsoever because we found that it often became a time suck itself to make sure people were completing time sheets as well as them not being entirely accurate.Has anyone been successful inside of Karbon or using something else as a compliment to Karbon to track productivity through tasks?Thanks for any input. -Jarett

8 months ago

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