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When I used to add emails to jobs (only a few days ago), the job list would provide the most recent jobs accessed, but this has now disappeared. If I get multiple client emails, I need to type into the search box the job name for EVERY email. Is this the case for everyone else? If not, how do I get this feature back? We are already so busy, these programs are meant to help make us more efficient, I’m not liking this change.
I would love when I am assigned a work project which then shows up in my triage to be able to then add it to my work week. That way I can take the final step to working out of my work week instead of living through filtered Work Projects in the “Work” tab. This would allow me to map out exactly what work I need to get done and when during my week. As well as make it easy to add these work items as time slots in my calendar. I like the My Week tab but as it is currently implemented is too limiting. During the tax season I am managing work projects not emails or notes which is what is currently in My Week.
When I clear an email from Triage it is deleted from Outlook. Outlook loses the history on the email and it is not showing in trash or any other folder that i can see. It’s basically gone. I like a clean slate but this is odd to me. To lose the ability to find the email in my main email source is not good.Any thoughts on this?
I’m new to Karbon Time recording, so sorry if this is a basic question. When working on a client, with the timer recording, is it possible to switch to another client - pause the timer on the existing one, and start on the second client. Do the work on the second client, and swap back to the first. Swapping between clients during the course of the day, and confirming all the time at the end of day.
Many of our contacts have multiple email addresses, and some are appropriate when contacting them about personal matters, while others are appropriate for places that they work, etc.Following the 2.13.22 update, we are no longer able to select a specific email when sending client tasks---we can only select the contact! But this doesn’t allow us to be certain which email address associated with the contact the client task checklist will send to!No good!
Hi, Is there a way to store links to the clients reports that they can easily access through their portal? I’m also still trying to understand what they see on their portal and if we can access it? Is there a way to send those report links without sending an email?
My week is very divisive, and each member of our firm has different levels of success when utilizing it. Do other firms allow employees to use their My Week in a way that makes the most sense to them, or monitor usage so it’s the same throughout the firm? Ex. Some people put all their work for Today in Working on Now while others take it a few tasks at a time. Only wondering because when you go to check colleague’s week or share tasks within a work item with someone, “working on now” can still be a gray area. Want to see if there’s a standard use for it common between firms that use karbon!
We are a small but quickly growing U.S. accounting firm, looking for a qualified and experienced contractor to help with API integrations across these platforms: Ignition / Karbon / QBO / Pipedrive / Zapier / DocuSign.If you are interested, please contact Don Stewart <firstname.lastname@example.org>
Hello:Is there a way to print the TODO list without using the conventional browser print feature (it only prints what’s on the screen)? A way to export the list based on the filter to a PDF or EXCEL file would be helpful. Some of us need a sheet of paper to cross things off of! This would be helpful to have the feature in the WORK modulue as well. Thoughts??? js
I would like the ability to pin a note to a work timeline that actually repeats along with the repeating work schedule. This would be useful for a background note for the work that doesn’t change, not actually a task.Does anyone else feel like this would be useful and do you have a workaround?
Does anyone use work/tasks for internal projects? Do you add your firm as a “client”? So the work can be created?Example: if we had a repeating work card for invoicing clients, a junior internal team member compiles the completed client work into client invoices, and we have senior internal team member review before sending invoices to the clients. Would make sense to have this be a repeating “work card” so this can be tracked. And if one of the team members moves on their “tasks” can be reassigned. Does anyone handle internal work this way and if so do you make your firm a “client” for the section “who to bill to”?Does anyone do something different than make a “work” card for internal work?
Hello all, question RE managing work and timelines. I’m finding it easy at times to miss e-mails in work timelines that actually need to be actioned during the work process. Particularly where there are multiple automatic e-mails and reminders it’s hard at times to pick out the important e-mails from the less important. I’ve tried the pinning option but find this is a few too many clicks when trying to sort triages and easily missed leading to important e-mails then not getting flagged. Is there a way others manage this that they could share, please?Thanks!Tom
When it comes to time charging against a specific work, the role available for selection in the drop down list should be limited to the role pre-set in the work. Same concept should be applied to the task types as well when charge the time to a work. This way will save time of staff to select from a long list with irelevant items, and most importantly, it will prevent staffs from mistakenly selecting wrong role etc.
We are going live tomorrow after using Karbon as managers for a few weeks. Our work has been bulk uploaded and the team will be trained tomorrow morning. I knew that everyone can see one another's to do list (which I would like to restrict ideally), but we’ve just realised that everyone can see each other’s notes and emails too, for example HR issues. How are you handling this? I assume via work items in hidden clients? Any advice appreciated, please!
Is it possible to turn the red dot that shows on the upper right corner on the Triage button on or off?I find that I’d like to have that red dot hidden. As when I’m working in Karbon sometimes it distracts me to see that red dot there and I feel compelled to click into the Triage when in fact it would be best if I would just stick to the task in front of me.
Are you interested in featuring your firm and being quoted in our next Karbon eBook?In our previous eBooks, we've always made an effort to get input from our community and experts who are leading the way in each topic we explore. And we'd love to do the same for the next one.We're a couple of weeks away from launching our next eBook: ‘The Process Playbook: Your blueprint for standardizing, optimizing and documenting your accounting firm’s critical processes’We'd love to hear your insights and feature them in the eBook.Themes include:Why you think standardizing and documenting procedures is important How you've tackled the process of standardizing and documenting your firm's procedures Why you've taken on the task of standardizing your firm's processes What's worked, what hasn't Anything else you'd like to add about the topicYou can share your insights as a reply to this message, or you can email me directly at email@example.comCheers
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