Replies posted by SamG

546 Replies

S
Beginner
Stephen RoosBeginner
asked in Ask a Peer

How to edit Client Group(s) for a Work item

Hi @Stephen Roos,Good questions 🙂You can’t, that’s correct, a work item can only be associated with one Contact and one Client Group. I’m interested how you are using your client groups that would require you to do this. We have Contacts that are members of multiple client groups but never work that is for multiple (alternative option is to select None). Same way you change the contact, the group will show below, here are the instructions: https://help.karbonhq.com/en/articles/1524673-can-i-change-the-contact-for-a-piece-of-workDoes that help?

3
SamG
Sr. Karbon Community Guide
4 months ago
K
Rising Star
Kevin DodgsonRising Star
asked in Ask a Peer

Is there a way to scrub my Contacts?

Great question @Kevin Dodgson 🙂I don’t know of anything that exists inside Karbon, but you could export your contacts to excel and export your work to excel and identify those without work for a long time.You could even create a hyperlink within excel using information that is exported to take you directly to the contact in Karbon.Are you sure you want to delete them though? See here what happens when you delete a contact in Karbon: https://help.karbonhq.com/en/articles/1524641-delete-a-contactThere is a feature idea request for the ability to Archive Contacts - consider voting for that if it sounds of interest:And this request as well:Does that help? 🙂

1
SamG
Sr. Karbon Community Guide
4 months ago
L
Beginner
Lillian HausgaardBeginner
asked in Ask a Peer

Too many custom fields in QBT

Hi @Lillian Hausgaard,Does this article help? 🙂https://help.karbonhq.com/en/articles/1524552-quickbooks-time-integrationWould you like to share more about the issues you’re facing, if any?

1
SamG
Sr. Karbon Community Guide
4 months ago
R
Beginner
Rebecca AzizaBeginner
asked in Ask a Peer

Repeating work and assignees

Hi @Rebecca Aziza,Good question 🙂I don’t believe there is any way to stop a repeating work item copying settings (assignee etc) from the previous work item, however, here are some other thoughts/workarounds…We have created a Karbon user (Colleague) called To Be Assigned. We did this by “inviting” a generic email address to Karbon, calling the user To Be Assigned and never accepting the Karbon invitation. This creates a user called To Be Assigned who is Pending (so doesn’t count for billing) but you can assign Work or Tasks to, to show Work that exists but is still to be assigned to a colleague, to work on. You could do the same and in the repeating work settings, choose this user You can reset Work to the Template (this would clear the assignee fields on Tasks, but possibly not work), I know doing this manually is not necessarily ideal If the Tasks of the future work items are created before you assign the tasks of the current work item, you may be able to trick the system into always

1
SamG
Sr. Karbon Community Guide
4 months ago
C
Beginner
Cindy SchuttishBeginner
asked in Ask a Peer

Inactive client and removing tasks.

Thank you for this information.  It would be nice if Karbon would do an update to their program to have all the tasks automatically delete the repeating work & cancel all tasks associated with that client, once you’ve marked the client inactive.   Definitely @Cindy Schuttish! Be sure to vote for the feature idea Kim shared and add this suggestion there! 

9
SamG
Sr. Karbon Community Guide
4 months ago
C
Beginner
Cindy SchuttishBeginner
asked in Ask a Peer

Inactive client and removing tasks.

Yes, the only way to end repeating work is by editing the repeating work schedule: https://help.karbonhq.com/en/articles/6096234-setup-repeating-work-on-a-schedule#h_5117369a01 

9
SamG
Sr. Karbon Community Guide
4 months ago
C
Beginner
Carlee CampbellBeginner
asked in Ask a Peer

Resending client tasks without deleting the whole workpeice

P.s. @Carlee Campbell, rather than create a new work item, you could copy the Client Request section:Choose the same Work item and it will create a duplicate Client Request section in the Tasks tab, which you can send 🙂

4
SamG
Sr. Karbon Community Guide
4 months ago
C
Beginner
Carlee CampbellBeginner
asked in Ask a Peer

Resending client tasks without deleting the whole workpeice

That’s strange! Is the Work item Complete? I’d try contacting support: https://help.karbonhq.com/en/articles/4450394-how-do-i-contact-support-interact-with-support in case they can see another issue..

4
SamG
Sr. Karbon Community Guide
4 months ago
C
Beginner
Cindy SchuttishBeginner
asked in Ask a Peer

Inactive client and removing tasks.

Thank you for the information Kim,  I was hoping that Karbon had a way that once the client is marked inactive it will automatically cancel all the active tasks.  Maybe Karbon should work on this for the Karbon users.   @Cindy Schuttish also, if appropriate and you don’t want to delete the work (although you should delete the repeating schedules as Kim mentioned), you can mark the work item(s) as Complete (change Work Status to Complete) and it should prompt you to mark all incomplete tasks as Complete - which you can then do with one click, rather than individually 🙂

9
SamG
Sr. Karbon Community Guide
4 months ago
C
Beginner
Carlee CampbellBeginner
asked in Ask a Peer

Resending client tasks without deleting the whole workpeice

Hi @Carlee Campbell,Can you click the elipses menu to the top right of the Client Request section and choose, Resend Client Request? 🙂 (or Manage Client Access to remove and re-add someone?)Does that help? 

4
SamG
Sr. Karbon Community Guide
4 months ago
M
Beginner
Melanie BraeggerBeginner
posted in Karbon AI

Email Signature logo and links not showing correctly

Hi @Melanie Braegger,I find the email signature setup finnicky in Karbon. Here are the instructions:https://help.karbonhq.com/en/articles/3731216-edit-your-user-profile#h_f06842580cI’d suggest going to there, deleting the image if it’s there/not showing correctly and importing it again using the little picture icon:Does that help? 🙂

1
SamG
Sr. Karbon Community Guide
4 months ago
Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team
published in Community Guides

How to submit your Karbon feature idea

Hi, I’m suggesting, is it possible to link the Task Types to Work Types. Say for an example, if I am on an internal job it is never billable. Once I choose an Internal I should not have the option to choose any billable items. Thank you! Hi @Jezlie Arciga,To create a feature idea request you need to click the link below and detail your idea 🙂Then others can vote and comment on it:https://community.karbonhq.com/topic/new?type=idea

110838
Tiffany Torossian
Beginner
1 month ago
Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team
published in Community Guides

How to submit your Karbon feature idea

We use a document management system for workpapers etc, it would be great to be able to print all comments from a work item into a PDF. This was recently announced for Client Requests 🙂 

110838
Tiffany Torossian
Beginner
1 month ago
S
Beginner
Sophie HeveyBeginner
asked in Ask a Peer

If I remove and item from billing by mistake, can i bring it back?

Hi @Sophie Hevey,I’m not sure about bringing it back for good.. but you can definitely show it by clicking this option and toggling on Show Removed Items 🙂Does that help? 

1
SamG
Sr. Karbon Community Guide
4 months ago
Matthew Meyer
Beginner
Matthew MeyerBeginner
asked in Ask a Peer

Drag and Drop Contacts in Emails (To, Cc, Bcc fields)

I didn’t even realise you could do that @Matthew Meyer 😅 or if I did, must have very rarely used it. The directional cursor still appears when hovering and I can drag out of To but not drop anywhere, can’t drag out of Cc or Bcc

5
JennyW
Beginner
4 months ago
Steve Wortman
Rising Star
Steve WortmanRising Star
asked in Ask a Peer

Add expense to budget

Thanks @SamG   As a workaround I’ll add a role for the software expenses with an appropriate rate “per hour” for each and include them as “time” in the budget. I’ll also request the feature.  Nice one 🙂Did you add a User or only a role?Because I did think of adding a User and adding the entry there.. but wasn’t sure if it would have to be a paid user or you could create the user (by inviting them) and never accept (leaving it as a free user, pending) and add time for them.

4
Steve Wortman
Rising Star
5 months ago
Steve Wortman
Rising Star
Steve WortmanRising Star
asked in Ask a Peer

Add expense to budget

Hi @Steve Wortman,Good question 🙂No it's not possible at this stage. The expenses sit separately to the time and don't feed into the Actual vs Budget Totals (but do feed into the Total Billable amount).You could make a feature idea request for this.Does that help? 🙂

4
Steve Wortman
Rising Star
5 months ago
Gordon Tian
Beginner
Gordon TianBeginner
posted in Ask a Peer

Not receiving emails on time

We weren’t having the issue 5 hours ago (when the banner was added to Karbon), now it appears I am 😅

7
Kim Clemmer
Community Champion
5 months ago
Lachlan Macindoe
Karbon Team
Lachlan MacindoeKarbon Team
posted in Share Tips & Best Practices

#2023inKarbon is live! Share your stats and Karbon type.

I’m curious where others are at with this stat. 😁 Most of our firm was 1 or 0.. but we use summarise and sometimes change tone, so not sure where the low numbers come from 🤔

7
Lachlan Macindoe
Karbon Team
3 months ago
SamG
Sr. Karbon Community Guide
SamGSr. Karbon Community Guide
posted in Share Tips & Best Practices

#2023inKarbon vs #2022inKarbon - last year's was way better

Unlucky @Shaun Farrugia, exposed 😅

9
M
Beginner
3 months ago
Lachlan Macindoe
Karbon Team
Lachlan MacindoeKarbon Team
posted in Share Tips & Best Practices

#2023inKarbon is live! Share your stats and Karbon type.

SamG

7
Lachlan Macindoe
Karbon Team
3 months ago
SamG
Sr. Karbon Community Guide
SamGSr. Karbon Community Guide
posted in Share Tips & Best Practices

#2023inKarbon vs #2022inKarbon - last year's was way better

Thanks @Lachlan Macindoe! 🙏🏾Don’t mind the presentation being shaken up, just loved the summary to compare and contrast (with myself, my colleagues and the average Karbon user) and now it’s really hard (or not possible) to do 😅 (so if we could keep that part at the end and mix up the rest 🙌🏾)Some of us are also a bit unsure the AI use count was correct 🤔

9
M
Beginner
3 months ago
Gordon Tian
Beginner
Gordon TianBeginner
posted in Ask a Peer

Not receiving emails on time

Hi @Gordon Tian,We have this occasionally (maybe every 2 or 3 months), but it’s usually resolved in in a few hours, once we reach out to Karbon.We are on Outlook, I’m not sure if that’s an easier/less problematic fix for Karbon, but sucks that it’s worse for Gmail if that’s the case!

7
Kim Clemmer
Community Champion
5 months ago
A
Beginner
Amaal ShaikhBeginner
asked in Ask a Peer

QBO + Karbon Syncing

Hi @Amaal Shaikh,Does this article help? 🙂Connecting your QuickBooks Time account with Karbonhttps://help.karbonhq.com/en/articles/1524552-quickbooks-time-integration

1
SamG
Sr. Karbon Community Guide
5 months ago
A
Beginner
Amaal ShaikhBeginner
asked in Ask a Peer

Client reminders

Hi @Amaal Shaikh,It’s not possible to send reminders without creating a Work item and a Client Request checklist.Two alternatives:Create One Work item. Add as many Client Request checklists as you like and send from there (to the different clients). Be sure to keep client-specific details only on the relevant Client Request. Be very careful with sharing permissions. Schedule an email (https://help.karbonhq.com/en/articles/5606692-collaborate-on-emails-in-triage#h_5c7a69dd97). You can only schedule a month in advance, so you could schedule from Outlook/Gmail if you want to schedule further out.I hope that helps 🙂

1
SamG
Sr. Karbon Community Guide
5 months ago

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