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Has anyone found a great way of encouraging certain employees away from using other email tools (Outlook, Gmail, etc)? There is the obvious “stop it or your fired” tactic, but I doubt any of us would like to be that threatening. I do have my own thoughts, but I am curious how the rest of you have coached through this.
Hey Karbon team & community When sending client tasks out, you used to be able to search by the organisation name and it would bring up all the emails from contacts associated. It no longer does this.So now my staff have to look up, who is the contact for that organisation, go back and send the task.Is there a better way to do this or is that being brought back to the search function in a future release.Thanks very much.
Can Karbon add the date range to any date range like what we can select in utilisation report in Karbon?Currently, we only has month to month for last 6 months, but if we do the performance tracking on a half-year or annual period, we to manual add up and calculate. This should be a simple thing for Karbon to improve.Thanks,Mike
Hello Karbon Community,I have a fairly new team member and am wonder if there is a way for me, as the admin, to set up auto sharing of his emails or is that a setting that only he can control. I am hoping that this is something that someone here has dealt with before.Thanks in advance.
Does anyone know if there is a way to download a list of inactive clients? I can go to the contacts list and do the dropdown and choose only inactive clients to generate a list, but I can’t seem to download the list as only inactive. The only options I see are to download all clients, People or Organizations. I tried this feature and it contains all contact types even when I select only inactive. I really would like to generate and download separate lists like only inactive clients or only business clients. Any help would be appreciated?
Can anyone provide a workaround regarding work repeating at the beginning of each month? As number of days vary between each month, when the repeating work is created, it falls within the existing month instead of the new month. For example, month end process - created on 1/10/21 but when repeating, it appears on 31/12/21 instead of 1/1/22.The Help desk have advised that I will be unable to set a fixed date which will give me consistent results and to add this as a feature request.What are other people doing instead?
Hi Karbon,Would you please consider including a “Group Level” client information section, which flows through to all members of the group. Currently, we need to edit team members for each entity.The other information (notes, etc) flows through the timeline in the “Client Group” contact, which is awesome.However, if we need to change, for example, client team members, we need to do this for each entity, and also for the “Client Group” contact. This is necessary for “@team” purposes, etc.There may be “entity by entity” matters which needs to be changed at an entity level. That is ok, and I’m not suggesting changes in this regard.Perhaps there is a “Client Group” field/section which only triggers when an organisation or contact is linked into a Client Group. That way, any information changed in this “Client Group” Section flows through to all the other group entities and the “Client Group” contact.Cheers,
We have a married client who got divorced. We originally set them up individually in Karbon and then associated them with an organization, i.e., individually: James Smith Jane Smith Organization: Smith, James and Jane. The work was associated with the organization for the couple.Now that they are divorced we will still complete their individual returns. I made the organization inactive and removed it from the individual records. However, when I look up Jane Smith the organization still appears in parentheses next to her name. I thought that removing the association in her individual record would eliminate it so I was surprised to see it.Any ideas on how to remove this association, assuming it can be removed?
We are currently using a cloud-based ERP solution to manage our time sheets, but would like to use Karbon instead to manage time sheets. however there seems to be no API allowing us to perform such operation. Can you please let me know when you plan to develop further API’s to allow greater automation with other apps.Thank youChristian
Hi all, I am hoping that it is possible (or at least on the roadmap it will be possible) to amend a completion date to the day it was actually completed, even it it’s marked off after the event. I have an employee who is getting used to changing statuses as we go, and to be honest, I sometimes forget myself. However I can usually tell from items on the timeline of a piece of work when it was completed. If I mark things as complete in my regular cleanup of work, it gives a misleading picture of how long it takes to go through the various stages. Thanks.
I’m currently exporting out the contact the list for the organizations. The export does not include all of the “contact detail” included in the organization’s detail tab.Unless I’m missing something all of the other contact information (ie address) exports. The only field not exporting is the email. Is anyone able to export emails for the organization contact only. thank you
If you use timesheets to track time, what is more important to you?The $ amount of the Budget vs Actual or the Hours amount of the Budget vs Actual.If you don’t use $ or Rates, do you still have Roles? (So you wouldn’t want the Partner spending an hour on Work that they’d usually only spend 5 mins on, even if the Junior was underbudget by 55 mins)
Voting is now open in the AccountingWeb Software Awards, and we’d love some help from the Karbon Community to vote for Karbon in the practice management category. https://www.accountingweb.co.uk/software-awards/practice-managementIt takes literally 20-seconds… you just need to select Karbon, provide an email address and submit. Thank you!
For semi-monthly and monthly payroll jobs that are due X number of days before the end of the month (depending on how they are processed, ie: Gusto, ADP) how are you working with Karbon’s limited settings to have accurate due dates so that Payrolls are not missed?Since the end of the month fluctuates (28/29/30/31) and the payrolls are due X number of days before the end of the month + avoiding weekends, there is not an accurate way to set up these types of Payroll jobs in Karbon so that the due dates are an accurate reflection of when the Payroll actually needs to be processed. This is causing us to occasionally miss payrolls, especially when our team has to fill in for other team members who are out and when they are not familiar with when the clients payroll needs to be run.What are your workarounds for recurring jobs that are due at/near the end of the month, but aren’t always due on the same day of the month? Aside from setting up each Payroll job individually (non-recurring) or ad
I don’t know about all of you, but our client tasks are received in junk/spam folders all the time. This is very annoying because they don’t see it!Do you have any hacks/ideas to stop this from happening? Or to help clients find the email?We have added a small note in our booking confirmation email to let them know the checklist may go to their junk folder.
Gmail will flag these emails with a very visual banner, like shown in this Google image search. With recent scam messages, Gmail will display this External senders message. The problem we are having is that none of this is visible within the Karbon interface. If we are not careful, we can easily mistake a message as real. We caught one recently that would have cost us thousands of dollars!!Is there a way to enable these messages within Karbon? What other security features can we lock down to make sure we don’t have any further possible issues?
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?
Can anyone share their procedure on how to create repeating jobs for monthly IAS reporting with Quarterly BAS. In XPM we had set up 2 x Monthly IAS’s with a place holder which repeated quarterly and Qtryly BAS, I cannot seem to get the dates for the correct periods doing this in Karbon. Sorry if this has been asked before I could not see a similar question.
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