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I am a newbie here and trying to avoid a truck load of work…PLEASE tell me there is a way to merge two templates.I have a individual tax return template and a business return template but I need both of those together to have a sole trader template.I thought it would be logical to be able to copy client requests and paste them in new templates - ??Please help me 🙃
I am not able to submit TIME entry in karbon. Below is the error that pops up and the screenshot of the same;This date is within a locked time period. If you need to add a time entry on this date, contact your Timesheet Admin.Kindly help!Thanks in advance.
Hi everyone, I use client tasks to request information, however I am not sure if the client received the list OK (or whether it may have landed in their Junk mail). Is there a way for me, instead of setting up recurring reminders via Karbon, to get in touch with the client personally via e-mail and ask them if they did receive the tasks list, and if not - to add a link to it?Many thanks,Antoniya
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!
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?
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? 🙂
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
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.
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
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?
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?
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?
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
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?
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