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Replies posted by Gillian Kirkman

14 Replies

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Anonymous

Updates to Karbon Practice Intelligence WorkbooksBlog

@Dee Johns With the Work Outstanding workbook, repeating things like payrolls, the tasks and budget don't create until the job start date. I can see all our future work due until the end of this month, but most have no remaining budgeted hours. Should I be changing all our repeats so the tasks (and time budgets) create straight away? I think perhaps this is a hangover from the To Do list, and not wanting to fill it with tasks. But also if changes get made to the template we don't have to reset all the future work items.Any suggestions on best practice? Or a quick way to update all our repeating jobs, ahhh

70210

1 year ago

Ken RogersRising Star

asked in Ask a Peer

New Tax Season Best Practice

@LD7E I must be doing something wrong then because when I update the start date I can see the repeat date is also updating to 12 months from that date. But no matter, we are doing to have annual jobs create a year in advance

1 year ago

Ken RogersRising Star

asked in Ask a Peer

New Tax Season Best Practice

thanks @Kim Clemmer we are going to change to annual jobs creating a year in advance now. If it gets to be too much noise in someones workspace, I guess we will have to stump up for a dummy Karbon account to stack them all into

1 year ago

Ken RogersRising Star

asked in Ask a Peer

New Tax Season Best Practice

@Kim Clemmer @LD7E How to you manage your recurring dates for annual jobs. We spent a lot of time playing with start dates in the 2022 tax year so that the 2023 job repeated this month, in advance of our financial year end (31 March). This is so we can schedule the job uses the planned hours and capacity, and also means the job is there to start receiving client emails into. But...when we update the job with the ACTUAL start and due dates, that will reset the repeat so it will also move forward from Feb 2024.We want to use repeating jobs for the reason you mention, there is a lot of information rolling forward.Gillian

1 year ago

Lachlan MacindoeKarbon Team

published in Share Tips & Best Practices

5 common Kanban customized dashboards

I have saved a couple of Kanban views to show what is due this week, this month etc, so I can identify team members who are overloaded.We use automators on all ours jobs, and change the assignee where necessary (ie, team member does their bit, ticks off their tasks, job assignee changes to me for review/finalisation).In my Kanban view I am filtering by assignee and have jobs showing up on team members columns, which when I cilck through to the job, they have no outstanding tasks and the assignee has moved to me. Its throwing out budgeted work vs capacity and rendering that board useless. Any clues why it doesn't move to my column?

5477

1 year ago

Gillian KirkmanRising Star

asked in Ask a Peer

Annual repeating jobs showing already despite create work date no until Feb 2023

@Gillian Kirkman On the work details tab, what is listed as the start date of the work item? 1st March 2023

1 year ago

Pieter HollambyBeginner

asked in Ask a Peer

Estimated date of release for the new time and billing feature

Hi all, I wanted to reach out to give you an update on Billing. We will have billing roll out in phases throughout the next several months. Beta for V1 started today and we will be sending notifications as various aspects become available. Thank you for your patience as we develop this very much sought after product functionality. I hope this helps! Any updates? This was 3 months ago, which I think qualifies as "several"? Anyone had access to Beta yet?I am not sure how much longer I can go on manually exported time data and creating invoices in xero 😭

3 months ago

Pieter HollambyBeginner

asked in Ask a Peer

Estimated date of release for the new time and billing feature

Any updates on this? Anyone seen it? I also signed up for Beta and heard nothing. Like @Pieter Hollamby we are 100% recording time in Karbon, rather than XPM, and invoicing is now a major chore.

3 months ago

Anonymous

Accept meetings from Triage, analyze budgets, and plan for inefficiencies with KPI budget power BI workbook and more.

@SamG Gotcha - yes if I open the meeting I can see that. I thought it was a fix to get the meeting into the calandar in the first place. But I see that is an MS365 issue so I'll continue with my current way of adding via Outlook

89433

1 year ago

Anonymous

Accept meetings from Triage, analyze budgets, and plan for inefficiencies with KPI budget power BI workbook and more.

@SamG I don't have anything that looks like that. I can't even create a calendar entry in Karbon other than dragging something over from MyWeek. My work around was to add the email to MyWeek, go into MyWeek and find it, then drag it into the calendar- that was a bit of a faff so I just opened outlook and did it from there

89433

1 year ago

Anonymous

Accept meetings from Triage, analyze budgets, and plan for inefficiencies with KPI budget power BI workbook and more.

Sooo…. the response is that the engineers know it’s not working for the top or 2nd top email platform in NA??? Hi Tara The issue is that Microsoft changes the details of the ICS file (how we get the information) and changes it so we cannot link to it anymore. Google does not do this so if Google receives an invite from Microsoft it works. At the moment, there is technically nothing we can do to resolve the issue. We are going to work on a way to improve the user experience so you can accept it from the Karbon Calendar. We do apologise for the inconvenience. Considering I can accept the invites through Outlook itself, this doesn’t actually make sense. What is accepting from "Karbon Calendar"? I also am an Outlook user, and can accept if I use outlook and it adds to the calandar in Karbon, but thats a bit clunky

89433

1 year ago

Jarett SBeginner

asked in Ask a Peer

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