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Templates roll on the last day of the month to the next month. So any changes we make to a customers template during the current month replicates in the next month. We were told it does this on the last day of the month. Do you know if it’s the end of day on the last day of the month? I am trying to give my team a deadline to get them updated since it’s our first template rollover month. Also I am 99% sure of this. The work doesn’t have to be 100% signed off in a current month for the template to rollover right? My manager is worried if she doesn’t sign off on everything the template won’t roll. That can’t be the case because every client isn’t done every month every time. Thanks in advance for your information
We use automators to set due dates on tasks to be a certain number of days after the work item gets triggered as Ready to Start once the start date occurs. If we add a client task prior to the work start date, the work item changes to in progress and therefore our automators don’t kick off for the due date tasks.Is there any work-around? We like sending some client tasks ahead of time to prepare for month-end, and it’s best to keep them in the same work item they relate to.
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.
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!
I was tagged on an email from a colleague. I want to keep track of any additional comments or conversations in that email. It’s not related to a client it’s Karbon question. If I clear that out of my Triage how will I be able to find that email later. Is it only if another person adds a comment?
So we have a clients who we are attaching applicable emails to. However this client is installing a CRM and there is a lot of emails regarding this project. I am trying not to flood the contact with all the CRM emails. Is it possible to setup a tag say “CRM Info” that I can add to all the emails. I am thinking I can do that and search by it. I would love if I could setup up some sort of subfolder for “CRM info” so that all the correspondence goes in that “sub contact folder” . Has anyone tried something like this?
We have emails that are sent to our entire team in outlook so the individual email addresses are not included. So the first issue is the BCC issue which we see discussed. For now we are working around that by forwarding the email then saving it. But we got an email that related to SBA loan forgiveness that we want the entire team to be able to see. Emails like that we’d to attach to our team but emails appear to be only able to attach to work or contacts. Is there anyway to attach it to the team so everyone on our team can have access?BTW thank you for all the people who have helped me with our questions. It’s quite an impressive community.
Does anyone know if there is the possibility of a preview pane in Triage. Maybe where the most recent email is open so I don’t need to click to expand every single email. It would save clicks. Perhaps there is a setting I don’t know about that allows for a preview pane @Craig Lohman
I tried dragging and dropping the invoice attachment into Bill.com like I usually would from my Office 365 email, nothing happens. Bill.com recognizes that I'm trying to upload a file but it's unable to read it. Does anyone have this issue? And is there a way to do this from Karbon and not have to go out to outlook for this task?
Hi all! I wonder how all of you are managing to pull hours out of Karbon to use for payroll? We use Gusto, and pay hourly, so the hours that we would have in Karbon would need to be used to feed payroll. Can you share your process or any best practices that would help us figure out the best path forward? It would have to include “non billable” time that is not connected to a client. Thanks!
This is not relevant to Karbon. But just want to see if any my peer firms (with 8-12 staff) have any recommendation of a good/cost-effective Managed IT service supplier to recommend? We are based in Sydney Australia. My main needs are:Procurement and management of IT equipment, mainly are laptops (if at a corporate discounted price, or leasing term, it will be better) Support to setup new laptop for new employees and remove content for leaving employees etc. Support to setup the new employee’s office 365 account and access to office 365,/MS Team IT guru/support when we have a service needs, e.g., when we need to realise some new feature with MS 365, MS Team, app connector etc., they can provide solution and implementation All other security and consistency in securitiy and IT policy measures
We have clients with monthly Instalment Activity Statements (IAS) reporting PAYGW, but every 3rd month (last month in quarter) it is a Business Activity Statement (BAS) reporting both PAYGW for that month and GST for that quarter.Now i cannot set up a recurring job for the IAS alone, as the recurrance would be 2 months out of every 3 months. I have set up a monthly recurrance as all the team understand the third month is a different statement, however we charge some clients a different amount for the IAS and the BAS.Does anyone have a solution for this?
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 use Client Tasks for customised tax return and account preparation checklists, however:When we reply to client queries through the comments, the client receives a notification which takes them into the whole checklist. Numerous clients have complained that they must click through every checklist item to find which item we have replied to, which is time consuming and annoying. Clearly this renders the discussion capacity of Client Tasks practically useless due to the poor client experience, and forces us to call or email instead of replying within the relevant items, which is clearly counterproductive. We are unable to print the list of items with client responses and discussion visible in Client Task for our workpapers.In my view, without the ability for clients to be taken to the comments make and respond efficiently, and without the ability to print full checklists with discussions, Client Tasks is not finished.I’ve invested countless hours into creating various client checklists
When I click on a Work instance in My Week, I see what looks like a checklist with the related tasks. When I click a checkbox to mark the task completed, I’m instead taken to the main page of the Work instance, which disrupts the flow and purpose of using My Week. Is what I’m thinking should happen not the intended use?
Hey there,I am integrated with practice ignition and I would like every default work type to be set as a certain status under my “Ready To Work” master list. However, it only lets me select a master type (Planned, Ready To Wortk, etc.) but I would like my default starting work to be “Waiting to be prepared.” How do I do this?
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