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- 551 Discussions
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How do I get a copy of this video to my clients?
There is a video I would like to send to a client about the new portal access. It says you can send a copy, but how do you get a link to send it? Is it just the help article link? Can they access it without being a community member?https://help.karbonhq.com/en/articles/6403578-client-portal-how-to-guide
What is the best practice to manage balance sheet recon work? Process; Balance Sheet Recon is prepared by Staff, approved by a Manager -- both in house. Is this 1 task in the work that is assigned to the staff member, then reassigns to the manager and update the status to awaiting approval?Or two tasks so the staff member can mark each recon complete & the manager has to monitor the work to know what is ready to review?
Annual repeating jobs showing already despite create work date no until Feb 2023
Hi allProbably user error but, as we work through our 2022 annual accounts jobs I am setting them up as a recurring annual job, all repeating in May 2022, and the Create Work date is 3 months before it starts. The reasoning being 1st February next year we can spend some time planning for when to schedule these jobs in and then move the due dates as appropriate. The problem is. as we have finished the 2022 jobs, I have a heap that have already gone and created themsevles. I can go into those jobs, look at the repeat, it def says starts 1 May, create work 3 months before it starts, create tasks 1 day before it starts, yet there are all these 2023 jobs on our annuals list. So frustrating. I know I could set the filter to try and exclude jobs starting after 1st February 2023 but my question is why are the jobs creating now and ignoring the instructions?
Sending payslips to employees
I need to send pay slips to both the admin of an organization each month, and individually to each employee. We send pay slips as attachments to client requests. Please can someone tell me - do I create the contact for each employee as part of the organization create the employees as individuals, not connected to the organisation?I don’t want the employees to be able to access the clients account.
Philly-area Karbon Users Get-together -- would anyone join?
I’m in the Philidelphia, Pennsylvania, USA area for a while and I was wondering if anyone else was nearby. Maybe we could get a little happy hour or something going.Is anyone nearby and interested in enjoying some good food and drink, and meeting each other in-person?
Time and Budget - Expenses on a Repeating Work Item
Hi, I am not sure if it is already implemented but is there a way to have the “Expenses” coded on a repeating work (Time and Budget section) be automatically coded on the next set of work just like the budgets? If not, is it possible in the future to have this feature?
My Client Wants to Access their Responses to Client Tasks
My client wants to be able to view his client task which relates to payroll and timesheets/hours. He provides us in the comments the hours his staff has worked but wants to be able to go back and view his response.Once the Work Item has been completed, does this mean that he can’t access that anymore?I have created a test Work Item with Acme Corporation and noticed that when I communicate, the client doesn’t receive a new email with any additional comments. Is this the norm?
Opportunity: Part-time/flexible Contract work onboarding new Karbon firms
Hey Karbon Community!Joe Carufe here with the Professional Services team. Karbon is looking for contract Karbon Experts with deep knowledge and experience using Karbon to partner with customers on their change management journey and teach them how to build processes in Karbon to optimize their firm’s efficiency. If the below sounds like something you’d be excited about then shoot me an email (firstname.lastname@example.org) and we can have a chat. As a Karbon Expert, you will... Facilitate overview sessions of our customer’s Karbon setup and revise and/or update settings to best suit their needs Lead training utilizing the “See one, Do one, Teach one” method where you will show the client how to build a template in Karbon, guide and instruct the client on how to build one themselves, and ultimately help the client reach the point where they can teach others in their firms to do the same Maintain knowledge of and share best practices with our end users About You Deep knowledge and experience us
Onboarding Template for Gusto Clients
Hi there! I’m new to using Karbon, and I’m also a new business owner. I only offer payroll services through Gusto, and I am wondering if anyone has any advice on best practices for a client onboarding template related to onboarding a Gusto client? The onboarding template in Karbon’s library didn’t really apply. Any help or suggestions would be greatly appreciated!Thank you!
Karbon Practice Intelligence: Field that should be available is not available for use in a measure
Per this article: https://help.karbonhq.com/en/articles/6524704-kpi-table-and-column-names BUDGETED_COST The budgeted cost for a work item. is an available field in table: WORK_ITEM_DETAILSWhen I try and create a measure in that table, I can’t use the field BUDGETED_COST.Anybody know how to resolve?
Billing - Exporting to QBO (Setting Up)
When exporting the invoice data to CSV for QBO, I noticed that the Work headings (ie. “Monthly Accounting for Jan 2022”) would be prepopulated in the “ItemDescription” field, which would be imported into QBO as “Monthly Accounting for Jan 2022”.For my invoices, though, I like to have a narrative, like “Preparation of the Monthly Accounting for Jan 2022” or “Preparation of Sales Tax Return for Quarter 1” rather than an abrupt listing.Does anyone have a workaround? I know we can edit the description in the csv file, but I’d like to get it to streamlined.
karbon time - no start and stop times in record
Hello all! We are wanting to move towards use of the time, budgets and future billing features of karbon. When we moved to karbon a year ago we also moved to QuickBooks Online and QuickBooks Time for our time and billing process. For various reasons billing in QuickBooks Online is not working well for us. The main reason we did not initially go with karbon for time was the lack of seeing and editing start and stop times, only having time duration. How do other firms work around this? It seems for DOL purposes that we should have a record of when an employee starts work and ends for the day and has a lunch break, etc. Do you use karbon timeclock for limited purposes and use another app for time for payroll, etc.? Or, am I missing something? Is there a workaround to track/notate the start and stop times? I think I need to show other managers in our firm the positives of having the time entered in karbon for productivity and budget measurement and planning purposes, but I will ne
WorkItems from API with client tasks that send 0 days after start date
I am comfortably creating and updating workitems using the API with some hacky python scripts, but I’m unable to get recipient data into the workitems for templates with client tasks-- the API includes a “ClientTaskRecipient” object and I feel comfortable assuming that its “ClientKey” field is the ContactKey and the “EmailAddress” field is the contact’s e-mail don’t know if I’m right; have no clue what to pass into the “LinkType” field and am having difficulty getting a response from support, for it. Perhaps a little niche but I would love whatever insight anyone may have Thanks!Mike
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