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We are a practice that moved away from time billing to fixed price billing. This means that our time is largely an internal cost control measure to ensure that the pricing was both competitive and covers the labour hours.I am currently using TSheets to record at client level and using the custom fields to record against the type of job completed for the client but would like to move to Karbon’s T&B function to streamline the number of pieces of software we have on the go.Does anyone use T&B in this manner and how have you got yours set up? I’d rather not have to record at a Job level if I can help it beyond recording time spent on the client with a relevant tag but can’t seem to figure out how that is possible?Also - I’m finding the reports a little basic (in comparison to the Email and Work Insights board). Does anyone use an additional reporting tool to give insight?
When writing an email in Karbon if I want to undo I usually press Ctrl+Z. However, if I accidently paste an image, this function doesn’t work to bring back what the image pasted over. Is there anyways to undo data that was deleted due to an image paste?Ex. I selected my entire draft to copy, pressed Ctrl+C, but instead accidently pressed Ctrl+V, which pasted an image in it’s place. So I cannot seem to undo to get my entire email draft back.
Is there a way to access the Documents associated with a Work Item from the API? If not currently, is there a plan to develop this functionality? Also, could the API provide the ability to connect a Work Item to a DMS folder?I can submit a feature request for this if it is not already in the works.
Hi TeamI’m new to Karbon, so please advise if this has already been raised.We’re receiving a lot of spam email with malicious links. I don’t want to simply clear the email and have it sitting around for someone to inadvertently click on the link at a later date. Our current practice is to log into Outlook and permanently delete the email, then return to Karbon. It’s not an ideal workflow, and I’d love someone to explain a better way.
Looking to determine if anyone has further information on this old post I came across as it would be super helpful to have the ability to see Time & Budget information on the Time & Budget tab of the Client Group.Aggregating Time Budgets at Client Group Level
As our firm grows, I am beginning to worry about our ability to maintain a good view of staff work assignments. While Karbon does a great job of managing current work, we struggle to figure out a way to get a more macro level view of staff activity. I’m specifically trying to tackle the following challenges:Is there a good way to get a wholistic view of who is assigned to each role for each client? Is there a way to get a better understanding of an employee’s work load for the entire year? In general, how do you manage and shift staff assignments to ensure work is evenly spread among the staff and nobody is overloaded?I really appreciate the feedback!! I assume this is a challenge many of you all face. Curious how everyone else manages these issues?
Is there a way for my admin to manage my triage in box? (A pre-triage, if you will)? I would love to have my admin pair down my inbox for me…. In the same way that colleges can see “my week”, can I also set up the ability for my admin to toggle between my triage and their own? (this would also be great for expected team absences, such as vacations…)
We’re looking for a way to better track client emails that need to be reviewed during the time of the month end close.We have one client that has multiple entities and sends a ton of emails. There are so many emails, this client even has their own inbox/user in Karbon. I will explain out current process in hopes that maybe there are better suggestions out there:I currently work on reviewing the clients emails. Each email gets assigned to the month-end close work item for the applicable entity - but there are a bunch of emails that get assigned to the month-end work item. Not ALL emails on the month-end work item need to be addressed by the accounting team during the month-end close. Currently, we have a group in Karbon of the 2 employees who work on this particular client. And whenever there’s an email that will be needed during the close-out, we tag that team in the comments - but unfortunately doing so floods the client teams triages. We’re looking for a better solution on how we can
We’re exploring integrating Karbon and Ignition again. Is there anyone who has the integration enabled and would be able to answer some questions from a colleague? She’s got some questions about how it works with regards to budgets, billing and fixed fee vs. time and materials work.Additionally, any best practices when integrating would be helpful! We’ve integrated before and weren’t diligent with contact names so caused lots of duplicates, and ended up disabling the integration. What else should we be aware of/limitations?
I’ve challenged myself to only send emails generated from draft. I tidy them up and change them if needed, but I’m trying to learn how to prompt the AI to get what I want quickly. Overall, it’s been surprisingly helpful with some hilarious flubs.I have not started experimenting with the email item in a work item that generates from a predefined set of prompts, but I think that will be amazing based on what I’ve seen so far.I’m curious how others are using the AI? What makes you love it? What makes you hate it?@Silvia Evans, I saw your post about it here:I’m curious what about it you love. 😁
I am struggling with “just click the little clock and find your work item” Why are some clients not coming up for me or other members of my team? Why can I not find work that I know I am assigned to select as my work item? For the life of me, I can not figure out why I would be blocked out of this. These are clients I know exist, and that I have assigned work for.When I search for what seems like the VERY basic function how-to, I get sent to info about how to set this up as a manager, but not much about how to trouble shoot the actual “clock in and clock out” part. What am I missing?
I feel like there’s an obvious solution to this but I haven’t found it after searching the forums. Is there a way to clear out my Completed and Cancelled work items? They’re currently just piling up over time and I currently have a few hundred sitting there. I understand it could be helpful to see how many you’ve done during a tax season or calendar year but I don’t need them to stay forever. Is there a way to get rid of those in bulk?
It drives me crazy that when a work item’s budget is assigned to only one team member at a time, even when two or more team members are working on the item. It’s like karbon things the overall time budget on the work item is what’s key, where I would argue that the time budget for each team member is what’s key.In order to get around this, I am considering breaking up our work items such that each item is only assigned to one person. So our monthly close work item would be broken up into, say, three work items: Reconciliations and anything else the bookkeeper does; adjustments and sales tax and anything else the account manager does; and review reports and hold advisory meeting and anything else the advisor does. It seems to me that this will lead to much more clarity around time budgets. What am I missing?I know one thing I am missing is that since work items can’t be dependent on each other that we will need to build in a step for the bookkeeper to kick of the next stage of the a
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