Ask a Peer
Connect with other Karbon users and industry professionals
- 752 Discussions
- 3,209 Replies
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?
Hello! I would like to find out how other organizations assign the task of creating work items (new clients, new projects, whatever). Do you centralize that process internally to one person/group that manages it? We talked about that being a more administrative/process mgt task that could be done for the accounting teams. I also wonder if pushing that to the team/accountant that is actually doing the work is better (this could lead to various styles and inconsistencies across client work items). Any thoughts out there or experience/lessons learned? Thank you!
How does everyone track their write offs per team member?When we run a report it only shows the time over budget for the whole job and who the assignee is but not a breakdown of each team member.We have no way to track if a non assignee goes over their part of a work item? (Other than going into each job individually)
For those using Karbon billing, do you know why “Actual (time period)” is different from “Actual”. I found if I run a certain period, it’s not the same. It seem “Actual” capturing all the time in the work item since work item has been created but “Actual (time period)” only revelant the period you run for?
Hi All,I’m starting to dig into the API a bit and am having some trouble getting it off the ground. I’m a beginner, but a quick learner and I feel like I’m missing a small piece.What I want to do is refresh my work list in an Excel document so I don’t have to keep exporting reports from Karbon for my capacity planning. I think I’m missing an important step in how Karbon authenticates the connection.Here’s what I have for my query in Excel:And here’s the error I’m getting:I’ve tried a couple different things with no difference. I don’t want to hard-code the API Key to the query, but I’ll try that next to see if it works.I did notice that when you use the copy function from the website, it pre/appends spaces to the string. I removed both spaces and it still won’t authenticate.
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.
A client sends an email which requires an action to both me and a work colleague.I save the email into task.I action the work required.In comments (blue section) I write “ Email has been actioned” so that I can look quickly at all emails within that task to see if they have been dealt with.The problem we have is that when I write a comment because the original email included a colleague she also gets a message showing my comments. How do I write internal comments which everyone can see but don’t have to be notified of. My colleague is complaining that her triage is being filled up with my one line comments.
Is it possible to change the start in the repeating work? This is what I am experiencing.If I try to change the repeat settings, changing the start date for the repeat is not an option. I am able to edit the start and end dates for a singular piece of work but that does not seem translate to the repeating work.It seems that the only option is to cancel the repeat and start over which can be tricky because you can accidentally delete a POW you need if your not careful.Has anyone else had any experience with this?
Also please have sent emails searchable, when I search for emails I know I sent that didn’t get replied to, they don’t show up. Would also be great if we could have a little button on sending emails that can do a “follow-up if no reply X days or by X date” so I don’t have to manually add a follow-up to my to do list off an email.
I am looking to create a list of recurring admin task that I perform. I am hoping this is the last year i have to do any of this stuff. I’d like to create a recurring Work project and assign the Work to an office manager next year. Some of the tasks I want to put in the Work are:Renewing tax software license - Nov 15 Rolling forward tax software - Dec 1 Rolling forward depreciation software - Jan 31 Pay state CPA firm dues - Feb 15 Updating engagement letters - Dec 15 Renewing technical subscriptions - various EtcAny ideas would be appreciated.I am trying to Clockwork my firm.Thanks,Marty
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.
We use generic emails (office@ etc) which are used for our Users in Karbon. When an employee leaves, we will disconnect the user and related email. However, when we have a new employee start we will allocate them an email from a past employee. The user is then updated with the new employee’s name and details, using the existing email.This will then overwrite all of the past comments, work etc that had been allocated and completed by the past employee. Eg. “Jane” commented on 01/01/2021, will then change from “Jane” to the new name “David”. Is there a way to have the past name “Jane” remain on all the past work and comments, but all new work and comments be from “David”?
Voting is now open in CPA Practice Advisory Readers' Choice Awards, and we’d love your help voting Karbon as one of the technologies you rely on and trust to help run your business (Practice Management & Workflow categories). Plus, you’ll get to learn about the tech your peers are using in all of the other categories. You can vote here: https://www.surveymonkey.com/r/2022ReadersChoiceThank you!!
I’m reviewing our Email Insights and for the first time I noticed that our placeholder accounts are being calculated. We have colleague accounts that have never been activated for placeholders and between the three of them, I’m wondering what kind of impact this is having on my overall metrics.How can we remove the non-activated accounts from the calculations?
Already have an account? Login
Use your Karbon account to log in to the Community.KARBON LOGIN
Log in to the Karbon Community
Use your Karbon account to log in to the Community.KARBON LOGIN
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.