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I was trying to add an email signature in Karbon with some images on it to make the signature fancy and look more professional. However, I noticed that some of our clients whenever they are receiving my email, most of the images on the signature are not showing or even just a box with no image on it. I also find it complicated to paste or create a graphical email signature in Karbon compare to Outlook. Anyone who has a workaround or having the same issues?
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
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!
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?
We are new to Karbon (using it now for about 3 months). We like it, but we found one issue, and we can't think of any workaround, so I'm curious how other people deal with this.For client tasks and reminders, you can send the work automatically once the work hits a specific date or status, but the issue is that Karbon will also send it on weekends, compared to new Works, we can move it back to a Friday before the start date, but for Client Task and Reminders, we don't have the option, for example, to move it to the following Monday.We don't wan the emails to be send over the weekend for a few reasons;We don't want our clients should think that were in the office working on weekends. If I send them tasks during the weekend, the email might get flooded with all his other emails. I want it should be fresh in his inbox Monday morning.How do you deal with this?Thank you
We are always looking to improve our processes and I was wondering how other people handled printing client tasks. Ideally, we would be able to use Karbon as a tax organizer but with the number of hoops we have to go through to extract the information it isn’t ideal.Currently, if we want to use a client task as part of a workpaper, we have to take a screenshot/snip of the page, paste it into Word and print that to pdf. It is inefficient, time consuming and doing screenshots can increase the file size drastically. We don’t love any of the other options available to us for client organizers and if we could do it through Karbon it would be amazing.(Yes, we have sent this suggestion in to Karbon many times through the feature request)
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.
My team is new to Karbon. I have set up all of our clients and the primary contacts for each (usually the owner and an office manager). This is based on our old client database and my email contacts (imported from Gmail). I added my team to each organization as “other colleagues,” so that they can see communication, work etc for each of our company clients. We are running into an issue and I’m hoping there are solutions even though I can’t find any other topics that cover this: My People contacts are not visible to the rest of my team. The People contacts don’t have the same field to add colleagues, and I don’t see any setting where I can make my contacts universal.
If i create a work item using a template, customise the tasks to fit my clients needs & then create a repeating schedule, what happens if I need to update tasks etc within this work item? Example, if a process changes, how do i edit the work item and ensure the updated details are carried forward on each work item within the repeated schedule?
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.
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
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.
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?
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