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- 351 Discussions
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We have clients with monthly Instalment Activity Statements (IAS) reporting PAYGW, but every 3rd month (last month in quarter) it is a Business Activity Statement (BAS) reporting both PAYGW for that month and GST for that quarter.Now i cannot set up a recurring job for the IAS alone, as the recurrance would be 2 months out of every 3 months. I have set up a monthly recurrance as all the team understand the third month is a different statement, however we charge some clients a different amount for the IAS and the BAS.Does anyone have a solution for this?
When I clear an email from Triage it is deleted from Outlook. Outlook loses the history on the email and it is not showing in trash or any other folder that i can see. It’s basically gone. I like a clean slate but this is odd to me. To lose the ability to find the email in my main email source is not good.Any thoughts on this?
I use Client Tasks for customised tax return and account preparation checklists, however:When we reply to client queries through the comments, the client receives a notification which takes them into the whole checklist. Numerous clients have complained that they must click through every checklist item to find which item we have replied to, which is time consuming and annoying. Clearly this renders the discussion capacity of Client Tasks practically useless due to the poor client experience, and forces us to call or email instead of replying within the relevant items, which is clearly counterproductive. We are unable to print the list of items with client responses and discussion visible in Client Task for our workpapers.In my view, without the ability for clients to be taken to the comments make and respond efficiently, and without the ability to print full checklists with discussions, Client Tasks is not finished.I’ve invested countless hours into creating various client checklists
I cannot find this issue discussed anywhere else. When I paste a hyperlink in an email within Karbon, the link does NOT work when received by the recipient in Karbon. If the email is generated in Outlook with the link pasted in, then the link DOES work when received by recipient in Karbon.Is this a known issue and is there something I should be doing in Karbon to ensure that the recipient can open the link, without having to use the Outlook workaround?
When I click on a Work instance in My Week, I see what looks like a checklist with the related tasks. When I click a checkbox to mark the task completed, I’m instead taken to the main page of the Work instance, which disrupts the flow and purpose of using My Week. Is what I’m thinking should happen not the intended use?
Hey there,I am integrated with practice ignition and I would like every default work type to be set as a certain status under my “Ready To Work” master list. However, it only lets me select a master type (Planned, Ready To Wortk, etc.) but I would like my default starting work to be “Waiting to be prepared.” How do I do this?
Hello! I would like to find out how other organizations assign the task of creating work items (new clients, new projects, whatever). Do you centralize that process internally to one person/group that manages it? We talked about that being a more administrative/process mgt task that could be done for the accounting teams. I also wonder if pushing that to the team/accountant that is actually doing the work is better (this could lead to various styles and inconsistencies across client work items). Any thoughts out there or experience/lessons learned? Thank you!
How does everyone track their write offs per team member?When we run a report it only shows the time over budget for the whole job and who the assignee is but not a breakdown of each team member.We have no way to track if a non assignee goes over their part of a work item? (Other than going into each job individually)
For those using Karbon billing, do you know why “Actual (time period)” is different from “Actual”. I found if I run a certain period, it’s not the same. It seem “Actual” capturing all the time in the work item since work item has been created but “Actual (time period)” only revelant the period you run for?
Hi All,I’m starting to dig into the API a bit and am having some trouble getting it off the ground. I’m a beginner, but a quick learner and I feel like I’m missing a small piece.What I want to do is refresh my work list in an Excel document so I don’t have to keep exporting reports from Karbon for my capacity planning. I think I’m missing an important step in how Karbon authenticates the connection.Here’s what I have for my query in Excel:And here’s the error I’m getting:I’ve tried a couple different things with no difference. I don’t want to hard-code the API Key to the query, but I’ll try that next to see if it works.I did notice that when you use the copy function from the website, it pre/appends spaces to the string. I removed both spaces and it still won’t authenticate.
By default my list view has the columns ordered in the same order they’re listed in the filter list:Name, Client Name, Related Client Group, Status, etc.Is there any way to order these? For some of my saved views I’d like to have the fees and budget over towards the left more, among other things.I have tried to drag and drop but that doesn’t do anything.Thanks in advance.
A client sends an email which requires an action to both me and a work colleague.I save the email into task.I action the work required.In comments (blue section) I write “ Email has been actioned” so that I can look quickly at all emails within that task to see if they have been dealt with.The problem we have is that when I write a comment because the original email included a colleague she also gets a message showing my comments. How do I write internal comments which everyone can see but don’t have to be notified of. My colleague is complaining that her triage is being filled up with my one line comments.
Is it possible to change the start in the repeating work? This is what I am experiencing.If I try to change the repeat settings, changing the start date for the repeat is not an option. I am able to edit the start and end dates for a singular piece of work but that does not seem translate to the repeating work.It seems that the only option is to cancel the repeat and start over which can be tricky because you can accidentally delete a POW you need if your not careful.Has anyone else had any experience with this?
Also please have sent emails searchable, when I search for emails I know I sent that didn’t get replied to, they don’t show up. Would also be great if we could have a little button on sending emails that can do a “follow-up if no reply X days or by X date” so I don’t have to manually add a follow-up to my to do list off an email.
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