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1,007 Discussions
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Reino BarkemaRising Star

posted in Ask a Peer

Feature Request - Recurring Work at a Template Level

Hi Karbon Community, I think it would be phenomenal to be able to set Recurring Work Schedules at a Template Level. What do you think? -Reino

2 years ago

Imbi FinlaysonRising Star

asked in Ask a Peer

Client task auto-send

I read the Karbon guide on client tasks, but it doesn’t mention where it draws the client email from when setting up a task to auto-send say, 1 day after start date.If it draws the email out of the contact relating to that work item, then this will be a problem, as the merge fields in the email will draw in the company or trust name the work item is under, and not the first name of the client.Can anyone help with this please?

2 years ago

Nick BrittBeginner

asked in Ask a Peer

Internal work, do you make your firm a “billable client” to make Work cards?

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?

1 year ago

ChrisBeginner

asked in Ask a Peer

Contact link in Practice Ignition and Karbon

With reference to this article: https://help.karbonhq.com/en/articles/2487653-how-are-contacts-linked-with-the-practice-ignition-integrationWe had a case that was not handled as per the logic in the above article.We added a client on PI with name Jane Doe for contact and client and email john@doe.com (husband’s email). The hushband John Doe was already a client on Karbon. PI then added the work item to John Doe on Karbon instead of creating a contact Jane Doe and adding the work.According to flow diagram in article:Are client and contact name the same: YesIs there a person with same name (not email) in Karbon: NoThus a new person should have been created in Karbon.Please clarify? Is name in the article also referring to email? If so I think the article should mention that.

3 years ago

CBC-OfficeRising Star

asked in Ask a Peer

Email's in To Do when updated to fully using My Week

I can’t find an answer anywhere for this question I have. I know To Do is going & will be replaced fully with My Week. I am loving My Week & the only reason I am hesitant for the full move away from To Do has to do with emails sent from clients that are assigned to me (or others in company). We do bookkeeping solely and clients will email invoices & receipts, these get assigned to the person that works on the particular client’s work & connected to the relevant checklist. All fine with My Week & how it works.However, two points in which I utilise the To Do screen.When we get to the bookkeeping work these invoices get forwarded to the clients accouting file (MYOB or Xero), forwarding these from the work timeline resets to the top of the timeline EACH TIME an email is forwarded, which when these emails are forwarded from the To Do screen view it doesn’t move the current screen view. In the To Do screen (filtered by client/work & emails) there is less chance of an

1 year ago

Tom KneelandRising Star

asked in Ask a Peer

Ad-Hoc Work

I currently use to-dos mainly to track email follow up, as there is no time and billing for to-dos. That leads me to how to best setup ad-hoc work. For example, client emails me and want me to find an old lease document. I want to bill for this, so it will have to be a work item. Do people recommend:Using an ad-hoc project with no tasks to track the work and remember to bill at that end of the work, or Do you have a generic work item where there are vanilla type tasks may not always be on point, but they help keep work on track.Thank, Tom

1 year ago

Diana BurrowsBeginner

asked in Ask a Peer

Karbon client emails

Is it possible to only send a client request email without any client tasks? I have a lot of clients who won’t want another login/code and would much prefer to just provide information to an email.Thank you

11 months ago

blueprintbrianRising Star

asked in Ask a Peer

Tracking sales in Karbon

Did I see there was a webinar recently about tracking sales in Karbon? If so, anyone have the link?

2 years ago

Cindy SchuttishBeginner

asked in Ask a Peer

Inactive client and removing tasks.

Is there a way once you’ve marked a client inactive that all of the tasks are removed? Or do you have to go one by one to delete the tasks?

8 months ago

Mary-Clare SwitzBeginner

asked in Ask a Peer

MyWeek failure

I have been trying to implement My Week after successfully using To Do for some time. All I have managed to do is create a secondary Triage of emails that are in no order, not time, not name, not job, not anything in My Week and I have become quite disorganised again. Any tips?

2 years ago

Curt MastioBeginner

asked in Ask a Peer

Capacity Planning for Projects that Span Multiple Months/Weeks

Has anyone been able to figure out how to adequately do capacity planning when a work item starts in one week and isn’t completed until the following week? For example, if you set up ‘Month End Close’ in a given week but the work will actually span two weeks, it will allocate the entire budget to that week which overstates your workload.I believe this can be solved by pulling in the actual number of hours booked against a work item during a certain time period as a filter in the work screen but it doesn’t seem like that’s a possibility. Am I missing something or is there no way to filter on the time entry dates related to work items in the work screen?Edit: Another thing that would be helpful is to be able to see the budget allocated only to a particular person in the list view as well as the time booked against that budget by person. Is that possible anywhere?

2 years ago

NeveBeginner

asked in Ask a Peer

Ability to search all client documents in one place

Looking for a way to search for documents without remembering which job it might be on, is this possible ie: all documents for certain client and search within comments to?Thanks for any tips

2 years ago

Natalia ZacharinBeginner

asked in Ask a Peer

Pin Karbon to Task Bar

Is there a way I can pin Karbon to my PC taskbar so that I can easily access it? I am able to pin apps to task bar, but it doesn’t look like I have Karbon set up that way. If this isn’t possible, this would be helpful, so that I don’t have to constantly log in. Thanks!

2 years ago

Megan RobertsRising Star

posted in Ask a Peer

Ranking Clients

I am curious if others do this, utilize Karbon (or something else)…At one point we compiled a list of client qualities and then ranked clients on that list with a 1-10 point value. We are looking to hopefully “process-ify” this when we are fully using Karbon. We would hope to aggregate the client ranking score by employees who spend the most time on that client. We are trying to hone in on our more “ideal client” design and ensure we are not penalizing good clients by having too many “bad” clients on our books. Do you rank clients?Do you designate client “tiers” in Karbon (via client type, client group, etc.)?What is your ongoing frequency for this to ensure groups are adjusted properly?

1 year ago

Don CooleyBeginner

posted in Ask a Peer

Soraban

I am taking a look at Soraban for US tax prep return assembly and delivery of tax returns. On their website, they list a native integration with Karbon as “Coming Soon” Anyone have any experience with them? Insight on integration?

3 months ago

KarinBeginner

asked in Ask a Peer

Work naming

I have an issue with naming of the work and the limited option available.I would like it to look like:02 - Feb Bookkeeping03- Mrz Bookkeeping04 - April Bookkeepingas now with only the name they’re all over the place. for one client, it would be nice if it would be in order of the month like above anyone has any idea how to fix that or if it’s even possible or am I just the only one who doesn’t like to options offered. thanks, Karin

1 year ago

Elena BytchRising Star

asked in Ask a Peer

Categorising clients

Hi guys, I am fairly new to Karbon.Just wondering how everyone is managing client according to their needs and types of services provided. For instance, if want to quickly find clients who are individuals with business schedules to assign them specificly tailored templates for tax work, or if you want to pick ones you are doing BAS’s for.In our tax lodgment software, we have ability to assign Extra fields and then do reports based on certain parameters. Wondering if something similar exists in Karbon.I notices, you can add “Services” to clients in their details section but it doesn’t seem to do anything. Kind regards,Elena

1 year ago

Rachel_SmithBeginner

asked in Ask a Peer

client task audit trail

Is it possible to see who checked off a client task as complete? Specifically, whether the client checked it off or whether a team member checked it off?

1 year ago

Imbi FinlaysonRising Star

asked in Ask a Peer

Stop seeing work you're not assigned in My Week

Currently if we assign someone a role for a task in a work item, the work item appears in their My Week, even if the work is not with them currently.I understand some people like to know what work they have coming up, however some people really don’t cope well with this, especially admin staff who have a role in almost every piece of work that gets created.Is there a way to stop seeing work in My Week where a task is not actively assigned to you? Other than just applying a filter?Clearing out jobs sitting on Planned etc takes up a good chunk of admins day.

1 year ago

maxSr. Karbon Community Guide

posted in Ask a Peer

Is anyone using Zapier?

I’m curious how y’all are using Zapier?We are currently using it to in conjunction with TypeForm to collect and add client data to Karbon and QBO and create a client file in our file system.We’ve run into some issues, so I’m curious who else is using it and how you’re dealing with some of the problems.

2 years ago

michael philipsBeginner

asked in Ask a Peer

[INTUIT]]]QuickBOOKS PaYrOlLsupport >>>How do I contact QuickBooks Payroll Support Phone number?///QB????

To contact QuickBooks Payroll support, call their dedicated phone number at (855.738.2891) or +1-855-738-2891. Follow the prompts to connect with a support agent. Support is available 24/7.

14 days 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!

1 year ago

maxSr. Karbon Community Guide

asked in Ask a Peer

Client request gentle reminders with multiple client request due dates

Anyone know how this reminder works with different client request item due dates?I checked the help files and they do not seem to address if you have more different due dates for different client request items (we make the tax questionnaire due before the documents).Do the reminders go based on the earliest due date? What if there is a client request without a due date? The instructions in the blue box say to add due dates to all tasks. What happens if the due dates are within 7 days? Does the first reminder get skipped or just go to the back of the line?I will test this, but I’m curious if anyone knows so I can get my answer more quickly. 😊It would be cool to get clarity in the help docs, too @Aliesa Jackson. 😁

1 year ago

Natriya AnekboonBeginner

asked in Ask a Peer

Contact Name for Emails where Organisation is the Primary Owner

When an organisation is the primary owner of an email address and that email address is also linked to a contact, is there a way for it to show on the timeline with the contact’s name rather than the organisation’s name? For example, “Business” is the owner of “Person A” and “Person B”’s emails - when “Person A” emails us the email is auto tagged to the organisation’s timeline and shows up as the Organisation’s name and not “Person A”’s name. It can get confusing since it does not show who is exactly emailing us out of the 2 people. I know we can just click on the name to show which email address it came from but if there was a way to see the contact name without having to click further that would make it better from a visibility point of view.Thanks!

2 years ago

Jeremy BordeleauBeginner

asked in Ask a Peer

Is there any way to reorder the columns in the List View mode of the Work View?

By default my list view has the columns ordered in the same order they’re listed in the filter list:Name, Client Name, Related Client Group, Status, etc.Is there any way to order these? For some of my saved views I’d like to have the fees and budget over towards the left more, among other things.I have tried to drag and drop but that doesn’t do anything.Thanks in advance.

3 months ago

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