Replies posted by Gina Hamilton

4 Replies

A
Anonymous

Later, user permissions, profile roles, Client Team custom fields, merge duplicate contacts, bill by colleague rate, and control budgets by amounts

As someone who can’t use My Week because it doesn’t work for my brain, I love the idea of the Later option! That’s basically how I use Triage at the moment - I clear what I either don’t need or have taken care of, and leave what I still need to address. So effectively, my Triage has been my working to do list for years. 

213023
T
Karbon Team
6 months ago
StuartK
Karbon Team
StuartKKarbon Team

Two-way contact sync with QuickBooks Online AccountantsBlog

 Th@SamG Semimonthly is twice a month. Once every two months is bimonthly. As for monthly schedules, Karbon has limited monthly schedules for repeating work. For example, there’s no option for the last day of the month. Since the last day of the month fluctuates, if we need a date to end on the last day we either have to choose 30th or 30st and edit it depending on the month.I run a payroll-only business, and it’s too much and too confusing for me to type out here, but the EOM is just one of the issues. Sufficed to say, I have explained it to a couple Karbon staff members and they have confirmed that it can’t be set up that way without more editing on my part than it’s worth. I have to manually set up the work items for my semimonthly payroll clients, which is the majority of them, and it takes longer to do that in Karbon than it does to run the payroll. It’s ineffective and makes me not want to use Karbon for the process. My semimonthly and monthly clients are far less organized in Ka

109711
Kari Hannum
Rising Star
1 year ago
StuartK
Karbon Team
StuartKKarbon Team

Two-way contact sync with QuickBooks Online AccountantsBlog

What about setting up recurring work for semimonthly and monthly schedules? Any update on this?

109711
Kari Hannum
Rising Star
1 year ago
Gina Hamilton
Rising Star
Gina HamiltonRising Star
asked in Ask a Peer

Onboarding Template for Gusto Clients

@MariaV Thank you for such a helpful reply! I will use this to help develop my templates. 😊

2
Gina Hamilton
Rising Star
1 year ago

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