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549 Discussions
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549 Discussions

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BrooksWSuperstar

asked in Ask a Peer

My Week Questions

Hello Fellow Peers! So far we have only lightly started using My Week, but will need to be fully experienced in using My Week by the end of the year. Now that I am really digging into it, I’m curious if everyone else who is using it more already has the answers:Is there a way to filter My Week to show completed Notes and Work? There is no quick way to see if they are completed without clicking on them. When the To-Do list goes away, how will we know something has been moved to Done (by accident) if it hasn’t been completed yet? What happens in situations where the Work is assigned to you, but then you also have a task assigned to you within that Work? If you mark the task complete, the whole thing in My Week will then show that all your task are complete, and if you aren’t paying attention, might move the whole thing to Done even though there are a bunch of open task. I think maybe the most obvious answer is to to either have all your tasks assigned to you, or none of them (conside

7 months ago

Dan YamamotoRising Star

asked in Ask a Peer

When I put notes in a tag someone how can they see it in the task instead of just the Triage

I am leaving notes like this for my Accounting Supervisor but when she goes to the task its not open like this it’s closed. Is there a better way to leave notes in the monthly task where it shows when you open the monthly task?

7 months ago

Pieter HollambyBeginner

asked in Ask a Peer

Estimated date of release for the new time and billing feature

Good day,I wanted to find out if anybody knows the estimated date when the new billing feature of Karbon will be released? I have gradually switched over my firm to capture time on KarbonHQ and fully switched over from Xero Practice Manager on the 1st of August. As I understand, the release will be in August but a more accurate date will be much appreciated for planning. Regards!

10 days ago

jadedonnoBeginner

asked in Ask a Peer

SharePoint

Are there any plans to connect Sharepoint to the document manager?

7 months ago

Rob LileRising Star

asked in Ask a Peer

When I reassign recurring work to another person, their tasks need to be reassigned separately

Hi everyone, I’ve come across this a few times now and wondered if anyone has a better solution. When a recurring work is being reassigned to another person (from the Repeats Settings), the tasks in the repeating work still remain with the previous account manager, how can I make sure it gets updated on both places without having to open all work and scroll down through the tasks and reassign?

6 months ago

Sharon BabinBeginner

asked in Ask a Peer

connecting email accounts

Is there a way to connect an individual project in Karbon with a business project in Karbon so that the Timeline shows email thread in both projects?

7 months ago

Susan VigilRising Star

asked in Ask a Peer

Client Manager Work View by Client

I want to create a work view that shows the clients managed by a particular colleague. When I filter by Client Manager, it will not allow me to show the Kanban view by Client.Does anyone have any input for me.Thank you.

7 months ago

Nancy D'AmatoBeginner

asked in Ask a Peer

Tracking work assigned to remote staff who don't, and won't, have Karbon access

I’ve got remote bookkeepers (subcontractors) who do not have direct contact with the client. I need a way to track who I’ve assigned the work to without adding them as users. Thoughts?

7 months ago

KatharineBeginner

posted in Ask a Peer

Anyone have their cloud phone intergrated to Karbon in any way?

Looking for a way to get call history and text messages from a cloud phone service to a client’s timeline in Karbon . Anyone able to do this using a particular cloud phone service with Karbon? Using Zapier?

8 months ago

Emily S.Beginner

asked in Ask a Peer

Why does the client task space display our internal Karbon work title?

We are finally beginning the process of integrating client tasks into some of our work. When we run tests, I can see that the client will have view of our internal work labeling when they go to check off their tasks. Our work labeling is not short nor sweet and I’d rather not field client questions asking what the work title means since we use shorthand to distinguish between work/department/timing, etc. I’d also love to not have to change our existing Karbon work labeling structure just to add client tasks to our toolbox. Has anyone found any workarounds? Cheers,Emily

7 months ago

Becca WilliamsRising Star

asked in Ask a Peer

Automating My Week

My company has been successfully using To do for years, all of our templates and automators are built around it. Now it seems that My Week will be replacing To do and I am trying to figure out My Week but I can’t seem to wrap my head around it.First, when all of the tasks are completed and a work is even in the Completed status, why doesn’t it automatically move to Done? This seems like an unneeded step. I understand if all my tasks are done but if the work isn’t done it shouldn’t move, but if the entire work is done?Then, there seems to be no automation for it, if an automator triggers a task to be due this week, it doesn’t move the work to My Week, it just stays where it is. This might be fine for recurring work but for tax work where I am often waiting on clients it’s a problem. I have automators that make my tasks due when a client completes their task list but it stays in To Plan until I manually move it. Also, there should be different views. It seems you can only view by s

8 months ago

KarinBeginner

asked in Ask a Peer

Work naming

I have an issue with naming of the work and the limited option available.I would like it to look like:02 - Feb Bookkeeping03- Mrz Bookkeeping04 - April Bookkeepingas now with only the name they’re all over the place. for one client, it would be nice if it would be in order of the month like above anyone has any idea how to fix that or if it’s even possible or am I just the only one who doesn’t like to options offered. thanks, Karin

18 days ago

Susan VigilRising Star

asked in Ask a Peer

Work in My Week with Reassigned Tasks, but They Aren't

So I have work in My Week that has tasks that will be assigned to me when the automator triggers. But in My Week, it says “All Your Tasks Have Been Reassigned”. I go to the Work and I am still the designated assignee in the automator. Also, my role with that client has not changed.Can anyone help me fix this so I am not tempted to click on that “Move to Done”. Thank you.

8 months ago

Ken RogersRising Star

asked in Ask a Peer

Printing Templates or Work

We are planning a review of our templates and looking to update as needed. Given that there are multple staff involved - it would be create if we could print or download templates into a spreadsheet and make our updates off line before adding online.Is there a way to print templates?

7 months ago

maxSr. Karbon Community Guide

posted in Ask a Peer

Staff Training Systems

@Rebecca Williams, here’s what I’ve been thinking about as far as building a training and development platform for my staff. I would love to get your (and everyone else’s) feedback and suggestions.GoalCreate a self-sustaining system of training that brings entry-level staff from no knowledge to baseline proficiency in all aspects of the firm within one year.Rough DraftI believe in the value of deep (focused) learning and have also read and experienced the benefit of scattered or randomized training. Deep learning develops specific skills while scattered learning helps with synthesis and understanding the impact on complex system in which one skill resides.We want to design 40-hour training weeks (deep learning) and 8-hour training days (random learning) to teach one of each of the eleven specific skills we utilize in our firm. After their first year, they will start specializing in areas of interest and/or in the areas needed in the firm.The first 52 weeks would looks something like th

8 months ago

Rebecca WilliamsKarbon Community Guide

asked in Ask a Peer

Training for clients on Client Tasks

Does anyone have or know of a publicly available video or training materials that can be provided to clients showing how to use/operate client tasks? There’s this page in the support knowledge base, but it’s written from the perspective of a Karbon user, not a client. I’d thought there was a video but I can’t find it!https://help.karbonhq.com/en/articles/1524691-see-your-client-s-experience-of-client-tasks

8 months ago

Mel FordRising Star

posted in Ask a Peer

What scheduling system do you recommend?

What scheduling software do you guys use to set up recurring monthly or quarterly meetings with clients? Is there a good option out there for accounting firms, or any business that has regular client meetings at the same time every month? (or is that just us?) We’ve been using Acuity/Squarespace but don’t like a lot of the functionality. We were looking into switching to Calendly but they don’t have seamless recurring meeting functions.We’ve previously used Google calendar and liked their recurring function so now that they have an Appointment booking function we were going to switch back to that. Since we currently use Google Workspace for many other things, switching back to them makes sense pricing wise, but they don’t have the ability to let clients reschedule their own meetings using the booking page as needed if you set them up manually as recurring events. At least, not that we can tell…(we’re testing it). Now, we’re on the hunt for a good recurring booking scheduler, and we nee

8 months ago

AndrewBeginner

asked in Ask a Peer

Changing a client email for client tasks

Hi all, I’ve created a job for a client and emailed the client tasks. The problem is that I discovered that the client email has changed. So I updated the client email against the client record and then realised I couldn’t see a way of changing the client details attached to the job to get the checklist resent to the new email. Sending a reminder only sends the list back to the original email regardless of the change to the client. Am I missing something? Is there some way of updating the email - I’ve had to delete the job, create a new job, and then send again to the correct address.

5 months ago

Mike RichardsonRising Star

asked in Ask a Peer

Notes API: Creating Notes via POST on Contact/WorkItem Timelines

Hey gang I’m hacking through some more python code, as per usual I create workitems for tax preparation appointments based on the company calendar and I would like to add a note to the timelines of these newly created workitems that list out the client’s entities based on data from our tax preparation software. using the following code, however, I keep getting this error:'{"error":{"code":"5001","message":"User profile is not the original author of the note"}}' here’s the code:headers = { 'AccessKey': ACCESS, 'Authorization': 'Bearer ' + BEARER, 'content-type' : 'application/json',}payload = { "Subject": "testing", "Body": "body", "AuthorEmailAddress": my_email_address, "AssigneeEmailAddress": my_email_address, "DueDate": date.today().strftime('%Y-%m-%d'), "Timelines": [ { "EntityType": "WorkItem", "EntityKey": "4C7lY7RwMQMV" } ]}data = json.dumps(payload)r = requests.post(baseUrl + '/v3/Notes', headers=headers, data=data) any

8 months ago

Kynda BoudreauxBeginner

asked in Ask a Peer

Task due dates

As it currently stands, in the monthly Karbon work, I can select a specific date that my weekly tasks are due each month, but there is no choice to prompt our due dates to land on a certain day of the week each month. I’d like to be able to select a due date that would be something like, “Due on the second Tuesday of each month.” Because we currently don’t have this type of selection, I’m having to go into my new monthly work each month to reorganize the due dates. I’d love to see a change here. Is this in the works?

7 months ago

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