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882 Discussions
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882 Discussions

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David SmithBeginner

asked in Ask a Peer

Work View - Get rid of "Also working on"?

Hi all, new to Karbon (our firm is going through an implementation stage at present).I have set up a work view (Kanban style) and have each column headed with the assignee. In each assignee’s column, they have occurances of “also working on” showing steps allocated to other staff members but this assignee will be or has been involved in work at some point. My question is, can we switch this off and make the “Also working on” entries disappear?

7 months ago

EmilyWBeginner

asked in Ask a Peer

NeveBeginner

asked in Ask a Peer

Work Weeks - Timesheests

Help please. Can we adjust the work week days in Timesheets to say Wednesday - Tuesday to reflect our pay week?

1 year ago

Stephen RoosBeginner

asked in Ask a Peer

Sending client requests more than once to different people

What happens in the following situation:I send a Client Request to a client. I then resend the same Client Request to a different email address. Can both email addresses access the Client Request? Or, does one get shut down? Which one?

9 months ago

CBC-OfficeRising Star

asked in Ask a Peer

Move colleagues planned week from personal My Week?

Is it possible to move the planned week for colleagues when moving the work in my personal My Week? When looking at the details page for the Work itself I can edit the planned week for all involved but it would be great to be able to do this when I am moving in the My Week view also.If this is not already an option, would this be something others would like to be able to do? Or just me? To give an idea, the planned week is set as the Week of Start date, so ALL involved have this as their planned week. But some will not need t look at or do any work until 1 or 2 weeks after the start date. Would love the Admin Team to be able to change this in a centralized view for all colleagues to help with scheduling work.Example of moving planned week from Work details tab. Would be great if something like this was an option in My Week, unless I have missed something?

1 year ago

Ian DurrellBeginner

asked in Ask a Peer

Remove colleague from an email

Hi I sent an email and included a colleague that i should not have. How do i remove them or delete the email from their visibility. Thanks Ian

5 months ago

AmandaUBeginner

asked in Ask a Peer

Sharing a checklist

We are about to handover bookkeeping tasks to a client and we’re wondering if it’s possible to share the checklists that we’ve created with the client?

1 year ago

Kim NixonBeginner

asked in Ask a Peer

Adding Multiple Timelines While Drafting Email

I would like to add an email to more than one timeline, while I'm drafting the email. How can I do this without waiting for the email to show up in my sent folder or cc'ing myself and waiting for the email to come up? I ask because sometimes I'll forget what timelines it should be in by the time I get back to it in my sent folder or it shows up in my triage. Is there a way to do this?

1 year ago

Nadia Kawalilak

asked in Ask a Peer

Organizing emails

I am wondering if there is a feature to add a label to emails so that I can organize them according to specific categories so they do not all get lost in the “clear” area. I know there is the option to add the email to Work orders and Client Portfolios but I am wondering how to organize emails outside of these features. Please let me know 😊

8 months ago

Matt272Beginner

asked in Ask a Peer

Folders/Grouping in My Week

Would any one happen to know if there is any way to group items in My Week together in folders or something similar. I need to switch between clients quite frequently and at the moment am individually moving 3 to 7 items into the “Working on Now” section every time I switch to a different client. Hoping there is some way to group items together under client name so that I could move all items as one rather than individually.

2 days ago

Steve WortmanRising Star

asked in Ask a Peer

QuickBooks backup files

If I send a client request for a client to upload a Quickbooks backup, is there a size limit to the file they can upload?

7 months ago

Zachary JonasBeginner

asked in Ask a Peer

How to link SharePoint with Karbon

I am trying to link Karbon to my DMS (SharePoint) and it’s not working. Here is what I’ve done:Karbon → Settings → Document Storage → Clicked “Connect” for OneDrive (including SharePoint) Clicked “Authorize” → accepted all the terms from the pageNow in “Connect Document Management System” the OneDrive (including SharePoint) option shows “disconnect” as the option. I have a note above that says “Admin Permission Required - To connect to a document management system you will need permission to authorize app connections within the document management system itself.”I am unable to find a tutorial on how to do this. When I go into a work item, then into then into “Documents”, then “Connect Folder” - I see an “Authenticate” button. When I press that I am taken to another screen that says “There was a problem authenticating your OneDrive (including SharePoint) account. Try again.”

1 month ago

Aileen BedoniaBeginner

posted in Ask a Peer

Merging Clients data

May I ask if we could merge the 2 same client name and merged their information together in one?

6 months ago

Shaun FarrugiaRising Star

asked in Ask a Peer

Time on Job 'Actual' doesn't balance to time sheet.

Hi all, Has anyone had an issue where the time on job doesn’t appear to balance with the time sheets?Not sure if I’m filtering incorrectly, or if this is a bug. Screen shot of ‘Budget by Team Member’ on the job with 4h 42m of actual timeTime Entry reports are only showing as 2.5hours Any tips or suggestions would be appreciated :)

1 month ago

Amit AgarwalBeginner

asked in Ask a Peer

Karbon and Suitefiles

Hi, I have integrated Karbon and Suitefiles. My client has send some email with attachments. How can i download those attachments directly into client folder in Suitefiles. I still cannot see suiteFiles in Karbon under Connected Folder. Thank you in advance

8 months ago

Christopher T Raines

asked in Ask a Peer

Exporting organizations with contact details

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

2 years ago

Dana FogleBeginner

asked in Ask a Peer

Notes Backup

As I use Karbon more and more to document client notes, I am wondering if these notes are backed up anywhere?

8 months ago

BhaktiBeginner

asked in Ask a Peer

Change Automators In Repeating Work

We are trying to change how some tasklist automators are set up for repeating work items. I checked Karbon’s website, and automators aren’t on the list of info that is carried forward to future work items. Is there a way to edit the automators on repeating work items so that future work items also reflect the change?

5 months ago

LuAnn CarpenterBeginner

asked in Ask a Peer

Email attachments

We, at Svihla & Associates CPA have noticed that when we receive attachments in an email, sometimes they are at the bottom of the feed and sometimes they are at the top. Is this normal? We also noticed that when we have a thread of back and forth emails, they are never in the order in which they are sent or received. They are all jumbled up.It would make things so much easier if the attachments were always in the same place and if email were received and read in the order in which they were sent. (does that make sense?)

1 year ago

Renee AllanBeginner

asked in Ask a Peer

repeating work

Hi all, How can you see all repeating work that has been created in Karbon?thanks

2 years ago

MikeLiangSuperstar

asked in Ask a Peer

Office 365 contact sync

I noted that Karbon can import office 365 contact. Before I try it, anyone has the experience of the contact syncing from office 365 for following questions?If I hit the button, will current existing contact in Karbon lost or replaced by the imported office 365 cotact? Or the imported office 365 contact will be added as additional contact? Is it possible to double-way syncing contact with office 365? ie, if I update any details of the contact or add a new contact in Karbon, it will be synced back to office 365?

2 years ago

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