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- 512 Discussions
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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?
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!
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.
Hi all, I’m new to Karbon and have been using it for a few months now for job tracking - going well. We are now about to venture into the next phase which is recurring jobs, particularly for Quarterly BAS and monthly IAS. So I have a job in the system for the September 2021 BAS for a client. Job starts 1/10/2021 and finishes 29/10/2021 (being the end of the month on a weekday). I go to create a recurring quarterly job using this job and selecting “quarterly” as the repeat settings. Looking at the repeat preview the first BAS job is Jan to March 2022 (completely ignore December BAS) and the job dates are starting 31/12/2021 finishing 28/04/2022. So the problem is the job can’t start 31/12/2021 as the month hasn’t even begun then - the job should start 01/04/2022 but I can’t for the life of me find a way of changing the start date on the recurring jobs? I’m clearly missing someting - HELP!!! :)
We now encourage a lot to use comments for internal communication. There is an indicator in the pane to show how many staff can see the message. But when I click that, I cannot see which staff has the visibility.I am wondering, what is the quickest way to do that in current version of KARBON? And quickest way to remove those staff who is not required to be notified. and I would be happy to see if this feature can be added directly to show the staff name when I click on the visibility number. I am wondering if other peer firm may have the same need.
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
We are a practice that moved away from time billing to fixed price billing. This means that our time is largely an internal cost control measure to ensure that the pricing was both competitive and covers the labour hours.I am currently using TSheets to record at client level and using the custom fields to record against the type of job completed for the client but would like to move to Karbon’s T&B function to streamline the number of pieces of software we have on the go.Does anyone use T&B in this manner and how have you got yours set up? I’d rather not have to record at a Job level if I can help it beyond recording time spent on the client with a relevant tag but can’t seem to figure out how that is possible?Also - I’m finding the reports a little basic (in comparison to the Email and Work Insights board). Does anyone use an additional reporting tool to give insight?
I was wondering if anyone has a best practice for setting up personal tax (Canadian T1) work for families. Do you have work setup for each tax return that is being prepared or one for a family? We find it easier to track them all if there’s one for each, but have always wondered if there’s a better way for a family. Thanks!Jeff
One of our team members is not receiving all of his emails from his Outlook inbox to the Karbon Triage and we can't work out why.He has been receiving them just fine for quite a while and then recently noticed that there were a few emails from clients that have intermittently not been pushing across. Is anyone else having this problem?
Two things:1. I’m looking for information on managing my firms’ non-client matters.I know there is a video on setting up different Sales, HR, Finance, etc. Divisions and jobs out of that - that is the video/resources I’m interested in. (Note I’m not looking for “Effectively managing your firm’s internal operations” - this is a great webinar on setting OKRs and helping your practice grow by focusing on the right things)I am not not using the To-Dos very well - I'm not triaging my email to “trust myself” to go into To-Dos as there is a lot there to clean out - how do you manage with this?(Also I know there is a good video on this as well - if someone could share that would be amazing). Thanks!
In reading some of the Time and Budget posts, it seems that some firms are using the Time and Budget feature and they are not connected to QuickBooks Time. I don’t know that for a fact but that is the impression I get. Is that possible?I initially started the setup for the integration but never completed it. When I go to disconnect the sync I get a message that I will no longer be able to track time in Karbon. My thinking was to get more comfortable with the Time and Budget features before turning on the integration.I would appreciate any clarification on this. Thanks all!
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.
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