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1,016 Discussions
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yanqiBeginner

asked in Ask a Peer

Can not log in karbon account

3 years ago

Matteo MuiaBeginner

asked in Ask a Peer

HR Management

hello everybody!what is your best practice for managing employee in Karbon.What I’m trying to achieve is to have for example, the list of asset give to the employee, the contract, the details of the employee.Thank you for your time

3 years ago

Kim ClemmerSr. Community Champion

asked in Ask a Peer

Workaround for Semi-Monthly/Monthly Recurring Payroll Jobs

For semi-monthly and monthly payroll jobs that are due X number of days before the end of the month (depending on how they are processed, ie: Gusto, ADP) how are you working with Karbon’s limited settings to have accurate due dates so that Payrolls are not missed?Since the end of the month fluctuates (28/29/30/31) and the payrolls are due X number of days before the end of the month + avoiding weekends, there is not an accurate way to set up these types of Payroll jobs in Karbon so that the due dates are an accurate reflection of when the Payroll actually needs to be processed. This is causing us to occasionally miss payrolls, especially when our team has to fill in for other team members who are out and when they are not familiar with when the clients payroll needs to be run.What are your workarounds for recurring jobs that are due at/near the end of the month, but aren’t always due on the same day of the month? Aside from setting up each Payroll job individually (non-recurring) or ad

3 years ago

Lachlan MacindoeKarbon Team

posted in Ask a Peer

Vote for Karbon!

Voting is now open in the AccountingWeb Software Awards, and we’d love some help from the Karbon Community to vote for Karbon in the practice management category. https://www.accountingweb.co.uk/software-awards/practice-managementIt takes literally 20-seconds… you just need to select Karbon, provide an email address and submit. Thank you!

3 years ago

Gary WoodRising Star

asked in Ask a Peer

Email (Triage) > Workflow, or Vice Versa

A) Did you originally choose Karbon for improved email management (Triage), and stayed for workflow management?OrB) Did you originally choose Karbon for improved workflow management, and stayed for email management (Triage)?

3 years ago

ctindallBeginner

asked in Ask a Peer

Technical Question on Budget to Actual Time Exporting

So I have a subcontractor that I’m compensating based on how well he does budget to actual and we’re trying to find an efficient way to track through Karbon.I’m trying to find a way to easily export the budget to actual time for 1 employee over a certain time frame across all jobs they worked on that are now completed. I think we’d have to set it just for jobs that closed during the period so we’re not double counting across periods. I’m not sure if just creating a custom work view could yield this, since he isn’t always the assignee at the end of a job, and it doesn’t break down budget to actual for that particular assignee. Is there an easier way to do this than just hand-downloading the budget to actual data on each work item he works on and aggregating in an excel workbook?

3 years ago

kylenecarseCommunity Champion

asked in Ask a Peer

Timesheets for Payroll

We are using Karbon’s time entry 100% now for billing and for hours to pay our hourly people from.We run payroll on a bi-weekly schedule and I was wondering if there was a way to filter time by our pay-period instead of by week, in a format were we can total hours in the period?

3 years ago

DianeKSr. Community Champion

posted in Ask a Peer

Anyone else need a setting to filter out the clients you have marked inactive?

Does anyone else need a filter setting to remove inactive clients from your search view in Karbon? I would like the ability to turn this feature on and off. Most of the time I just want to see active clients, but occasionally I need to see an inactive client. If this is a feature you would also be interested in, please go to Help and Feedback - Have an idea that will make Karbon even better and request this feature. They really listen to your suggestions and try to add as many as possible.

3 years ago

CuanBeginner

asked in Ask a Peer

Workflow & to-do date & status automation

Hi all!!! This is a two part questionI know that you can automate a workflow to set a due date and status, is there a way to automate the To-do date of a section/task in a workflow? To give you and example of what I want to achieve - there is a section in a monthly workflow that is assigned to a colleague - I only want this section to show in my colleagues To-do on the 29th of the month, and change the status of the tasks in this section to “in-progress” at the same time, using automators. I have a couple of monthly clients and their workflows start on the first of the month, but have approximately 10 - 15 tasks each - so you can imagine what my To-do list looks like on the 1st of every month. again - is there a way to automate the to-do date of a task in a workflow. If not - have you encountered the same issue, how have you negated it - apart from moving 300+ tasks to the desired To-do date on a monthly basis?

3 years ago

grgpennBeginner

asked in Ask a Peer

red dot on Triage

Is it possible to turn the red dot that shows on the upper right corner on the Triage button on or off?I find that I’d like to have that red dot hidden. As when I’m working in Karbon sometimes it distracts me to see that red dot there and I feel compelled to click into the Triage when in fact it would be best if I would just stick to the task in front of me.

3 years ago

MichaelBeginner

posted in Ask a Peer

Can a client forward tasks to someone else?

3 years ago

JessicaGBeginner

asked in Ask a Peer

Client Assignments

Hi Karbon Krew!Curious if there is a way for me to see the list of clients for which I have been assigned as part of the Client Team in Karbon? TIA

3 years ago

CoralSuperstar

asked in Ask a Peer

Time and Budgets

How do others use time and budgets? I’ve been using the timesheet function since April and staff love the timer feature - but I’m not sure on how to do the budgets and would like to understand it better. At the moment, all of our jobs are showing as being over budget.

3 years ago

maxSr. Karbon Community Guide

asked in Ask a Peer

Is anyone using QBO for Invoicing?

We are using the Karbon <> TSheets <> QBO sync to get our time from Karbon to QBO. Our goal is to book time against individual work items, but they come across as sub-clients in QBO, and when we go to generate an invoice, each sub-client (work item) comes through on the invoice with its own heading and subtotal and there is no way that I have found to shut it off.I’m wondering how others get time and materials invoicing done through QBO. We love the payments feature in QBO and have seen our AR go way down, but the invoices are so ugly that we have decided to just book time against clients instead of work items, which comes with it’s own set of issues (it’s much harder to track budgets etc.)Looking for any non-flat-rate billers out there who have come up with a simple way to get this done.

3 years ago

FiSchneiderBeginner

asked in Ask a Peer

How do you engage new employees/team with Karbon?

We have recently put on 2 new staff members and are finding some resistance from one to engage with Karbon processes. What are best practices you have found to get a team fully engaged and past the unknown (or fear of change) management?-- Fiona

3 years ago

DianeKSr. Community Champion

asked in Ask a Peer

Best Settings within Karbon

What are best practices for the Settings within Karbon? If a setting needs to be changed, How would I do that?

3 years ago

Krista OwrenBeginner

asked in Ask a Peer

How long does Karbon save documents/work items?

Does anyone know how long Karbon saves work items and documents after completion?

3 years ago

MariaVRising Star

asked in Ask a Peer

What is the most effective reconciliation process?

What is the most effective reconciliation process weekly or monthly basis and why? Is it easier in Karbon to track weekly or monthly?

3 years ago

BrooksWSuperstar

asked in Ask a Peer

How do I find specifics around what Karbon can/can't do?

How do I find specifics around what Karbon can/can’t do?

3 years ago

DianeKSr. Community Champion

asked in Ask a Peer

What are the most effective Dashboards-Saved Views?

What do you recommend as the Best Dashboard Views to have saved in Karbon?

3 years ago

Victoria PetersSr. Community Champion

asked in Ask a Peer

Insights - There is a lot of information there

How do you use Insights? Does it help with decision making? How often do you review the numbers and why?

3 years ago

DianeKSr. Community Champion

asked in Ask a Peer

Client Task - Bulk Document Download

Is there a way within the client task for them to download all the documents attached without individually clicking on each document and then downloading?

3 years ago

Melissa_StoutBeginner

posted in Ask a Peer

New employee Karbon training

We are bringing on multiple employees over the next month or so and I am wondering how others train new employees on Karbon. I know that there is a training work item that will teach the functionality of Karbon, but how do you teach how your firm uses it? For example, time tracking rules, work item naming convention, review of work status and how/where to communicate internally. I have used multiple methods but think we can improve .

3 years ago

mikedoanRising Star

asked in Ask a Peer

Time & Billing and Fixed Fee

Does anyone use Time and Billing in Karbon and have mostly a fixed fee pricing structure? If you do, how to determine job profitability in Karbon, or do you?Our business is about 95% fixed fee. For us, having a billing rate in Karbon for each role is not useful in determining job profitability. Ideally, I would need to load into Karbon the loaded hourly rate for each employee (not just role). Currently we track our time and billing in Xero’s PracticeManagement and we can get job profitability out of that system. We would rather use Karbon for Time and Billing since the it would reducing switching cost between the two app during the day. I know that I could export the time data and dump it into a data analysis tool to determine job costing, but that requires a manual process and additional work that I don’t really want to do. Also, I would like to keep everything in Karbon if possible.

3 years ago

Hannah - Efficient TradieBeginner

asked in Ask a Peer

How to Export Total Time per Client

Hi Peeps,Is there a way to export time that shows the total time tracked for each client in one report? I want to see how much time was spent on every client in a month. Thanks in advance,Hannah

3 years ago

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