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697 Discussions
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697 Discussions

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Trish SwainBeginner

asked in Ask a Peer

Cindy HartRising Star

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VXT

Has anyone looked into moving over to VXT? I signed up for a demo, I really like that it is integrated with Karbon but have some questions about it. If anyone has used it or is thinking about it would love to hear your thoughts about it.

2 months ago

Xavi MendezBeginner

asked in Ask a Peer

Is there a way to attach older emails to work items, if the Karbon user itself is relatively new?

Hi! So basically my firm has a large client which we designated a specific email for any correspondence from them. OInly yesterday did we finally create a Karbon User for this email, so we could attacxh any emails from them to the work items. Ideally our firm, wants to go back and have all the older emails appear in triage to attach them to our clients timeline and work item. Is there a feature/setting within Karbon that allows that or will we only be allowed to attach new emails in the triage to our client’s work item/timeline? Thank you!

3 months ago

Imbi FinlaysonRising Star

asked in Ask a Peer

Importing WIP/Time balances when starting Karbon timesheets

We are planning to migrate to Karbon timesheets from 1 July.How did everyone deal with the outstanding WIP in their previous timesheet systems?Did you transfer it to Karbon or just run 2 WIP reports until the old time was all written off?

2 months ago

Erica ElliottBeginner

asked in Ask a Peer

Karbon for time billing

Is anyone using the new billing feature in Karbon?We bill mostly by time not fixed fee still and finding it tricky to get the information - more than just the work title or the external item name on to the invoice. We plan to export invoices to QBO to manage debtors there so maybe we need to work on getting the integration there correct. Can anyone shed any light please?

2 months ago

SamGKarbon Community Guide

asked in Ask a Peer

Updating Standard Billable Rate by Role for new financial year

We have the following roles, which all have a Standard Billable Rate and this is the rate that is used for time entries and budget estimates.Accountant Bookkeeper Manager Partner Senior Accountant Senior Bookkeeper SupervisorFrom 1 Jul 2023, these rates will change (increase).If we increase these existing roles in Settings, my understanding is that this will apply across all time entries and budget estimates, for all time.This is not what we desire.My workaround (in my head), is to change the names of the above e.g. Accountant - 2023 FY etc and create new roles e.g. Accountant - 2024 FY with the new rate.Is there any better way than this?We’re going to end up with lots and lots of roles that are no longer relevant (I don’t believe we could delete these at any stage in the future, without impacting prior years’ budgets/time entries/billing realisation), so not ideal…Anything I’ve missed or better workarounds? 🙂

2 months ago

Rhonda ZlatanovskiBeginner

asked in Ask a Peer

Client Task Error

I have updated a client contact email. When I sent a client task to the new email I am getting the following error: Validation error for client Task Group with [clientTaskGroupPermaKey=4qd3fLsQvJPk] for tenant with [tenantPermaKey=8nLJnwZYFc8] Does anyone know the fix for this error? I have followed up and tested the email outside of the client task and it is a valid email. Thank youRhonda ZlatanovskiGBA LLP

3 months ago

Imbi FinlaysonRising Star

asked in Ask a Peer

Stop seeing work you're not assigned in My Week

Currently if we assign someone a role for a task in a work item, the work item appears in their My Week, even if the work is not with them currently.I understand some people like to know what work they have coming up, however some people really don’t cope well with this, especially admin staff who have a role in almost every piece of work that gets created.Is there a way to stop seeing work in My Week where a task is not actively assigned to you? Other than just applying a filter?Clearing out jobs sitting on Planned etc takes up a good chunk of admins day.

3 months ago

Cynthia VinczeRising Star

asked in Ask a Peer

Access to the Template (In-house &) Library

Karbon Community Team!I’m trying to grant access to my employee so that he can help me work on templates. I had no idea that he did not have access! I went into Settings > Profile > Permissions.As a standard user, I would have expected him to have access to Work > Templates…. with the goal of helping me create and improve my templates. Do I really need to make him an admin user to achieve this?@max

3 months ago

Stephen RoosBeginner

asked in Ask a Peer

Adding additional timelines to notes in tasks

When a comment is added to a task, the comment is automatically assigned to that task in the Timeline. However, there doesn’t seem to be a way to add additional timelines to that comment.In my specific scenario I have a comment in a task related to Q2-2023 estimated taxes. I want to be reminded about the contents of that comment when I review the Q3 and Q4 estimated tax Work Items, and maybe when I prepare the tax return after year end. It would be simple if I could add the comment to more Timelines. Otherwise, the only workaround is to remember to cut and paste the comment into another Work item, Task, or Contact timeline, correct?

3 months ago

David SadowskyRising Star

asked in Ask a Peer

What feeds into budget overview?

I have set up my client with some time estimates: Note - these estimates are in both completed work and the upcoming work.Now when I go to my client’s time and budget screen, the budget overview says 0.Am I supposed to be putting a budget for the client somewhere else besides inside each work item?

3 months ago

Bec JohnstonBeginner

asked in Ask a Peer

Quarterly management accounts

Hello, we’re new to Karbon (and I’m new to accounting!) and I’m in the process of setting up Karbon for our firm and having a pratice with the work templates and dummy accounts. There’s a template for management accounts however its on a monthly basis. Do you know if there’s a quarterly option?

3 months ago

Arun PoojariBeginner

asked in Ask a Peer

Is there any option to Unlock Colleague's Week

Hi,Is there any option to unlock my colleague’s week. I am trying to view my colleague’s task lists to assist my manager, however it seems to be locked. Please help.Please find the screenshot below for your reference. Thanks,Arun

3 months ago

Trevor SunnyBeginner

asked in Ask a Peer

Work item not showing up on the Client Portal.

I created a work for a client nonetheless, it’s not showing up on the client portal. Kindly help.Thanks in advance!

3 months ago

Kari HannumRising Star

asked in Ask a Peer

Who is using the new Suite Files Integration?

We are very interested in using the Suite File integration. Who is already using it and what do you think?

3 months ago

Heidi TedhamsBeginner

asked in Ask a Peer

Individual Contact as Organization?

Does anyone have individual clients set up as organizations? We have been operating fine with them as a contact until our recent integration with SuiteFiles. “Contacts” do not sync externally from Karbon, but Orgs do. Before we go through the whole list of our individual tax playing clients and make them into identical existing organizations, I would love to know if anyone has knowledge regarding this. Would a contact having the same name as an organization present any workflow issues? Otherwise for context our current setup is:Individual tax client = Contact - “Client - Individual Tax” Joint tax clients (individually, i.e. First, Last) = Contact - “Client” Joint tax clients (joint) = Org - “Client - Joint Tax” (both contacts from above linked to this org and work done at this level) Businesses - Org - “Client - Business entity type” Client Groups are created for anyone with more than one organization and we put all orgs and contacts under client group for visibility of work items, as

3 months ago

KarinBeginner

asked in Ask a Peer

Time Entry

I’m trying to start using time and budget entry in Karbon. We connected the Tsheets with Karbon and when we try to log time I need to choose a “service item” as a required field. In the drop down list are a few listed but not the ones I want. Where is this list coming from and where could I edit it?

3 months ago

Rachel_SmithBeginner

asked in Ask a Peer

remove a contact from email autofill

Is it possible to stop an email address from autopopulating? When I type “Troy” in the “To” field of a new email, two different Troys pop up . I want to remove one and stop it from autosuggesting. Thanks.

3 months ago

Rachel_SmithBeginner

asked in Ask a Peer

client task audit trail

Is it possible to see who checked off a client task as complete? Specifically, whether the client checked it off or whether a team member checked it off?

2 months ago

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