Replies posted by Trey Fulmer

14 Replies

F
Beginner
FeliciaBeginner
asked in Ask a Peer

Suggestion for app workpapers

@SamG do you use Xero Workpapers for monthly accounting or just annual? I find it more helpful for annual than monthly.

4
Trey Fulmer
Rising Star
2 months ago
Trey Fulmer
Rising Star
Trey FulmerRising Star
asked in Ask a Peer

API Get work item budget

I’m getting a 401 unauthorized message from the API response when using the query below: https://api.karbonhq.com/v3/EstimateSummaries/[key] where [key] is a work item key ALL of my other queries work. 

3
Paul McCarthy
Karbon Team
4 months ago
Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team

External name on work items and work templateBlog

@Dave George yes that would be great

63612
Trey Fulmer
Rising Star
11 months ago
Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team

External name on work items and work templateBlog

@Dave George WHY: =>50% of firms use T&M billing. Karbon seems to have missed this very large metric in building out billing. Without a process to bulk mark things as “billed”, how are we supposed to use Karbon Billing when we have thousands upon thousands of time entries from previous periods that have already been billed? The adoption of Billing would be much easier if you at least considered how people would adopt this - they would obviously adopt it firm wide and all previous work and time entries would/should be marked as billed. If I select “Carry”, it just pushes it to another month I have to deal with.  

63612
Trey Fulmer
Rising Star
11 months ago
Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team

External name on work items and work templateBlog

When can we create invoices based on time entry from X to Y date? 

63612
Trey Fulmer
Rising Star
11 months ago
M
Beginner
Mike RobinsonBeginner
asked in Ask a Peer

Karbon/Front

We do both - Front mainly for client domain emails and shared inbox. 

4
M
Beginner
1 year ago
leigh
Karbon Team
leighKarbon Team

Updates to Work, Client Portal, Settings, and more!Blog

Sorting by “In Status” does not produce descending or ascending results. 

119434
Tara
Rising Star
1 year ago
max
Sr. Karbon Community Guide
maxSr. Karbon Community Guide
posted in Share Tips & Best Practices

meet Gehn -- Karbon API powers bot to keep our work types tidy

Tax tracker

10
Automation n Stuff
Rising Star
1 year ago
P
Beginner
Pieter HollambyBeginner
asked in Ask a Peer

Estimated date of release for the new time and billing feature

I signed up for Beta but have not received anything

17
D
Rising Star
3 months ago
Trey Fulmer
Rising Star
Trey FulmerRising Star
asked in Ask a Peer

Timesheets via API

Can you share how you are doing that? It seems like you basically have to pull every time sheet, work item, user key, etc for every period you are pulling time data for?  

4
max
Sr. Karbon Community Guide
1 year ago
A
Anonymous

Updates to Work Insights, and more!

@evanrnhall Data services team is fine, but navigating the bulk import process and spreadsheet is not ideal for your clients - especially charging $900 for it. I have opted to use the Karbon API for bulk work creation and will continue to develop our needs using the API (which the documentation is somewhat outdated). You guys are doing great, don’t mistake my comments for being dissatisfied. I just think you could have a few more practitioners on your product team and spend a little less time doing content development and more time executing feature releases. 

70917
CTAStephen Edwards
Rising Star
2 years ago
A
Anonymous

Updates to Work Insights, and more!

I’ll also add that seeing time reports across all clients, an average of the last X months time by client, or a graph showing specific Org time over 12 months in a graph would be helpful. The way Karbon is built right now, it is not helping firms that focus on fixed priced / value billing. 

70917
CTAStephen Edwards
Rising Star
2 years ago
A
Anonymous

Updates to Work Insights, and more!

Weak release, in my opinion. But thanks for continuing to improve the product. Your data exports are pretty bad (especially around time and people who do not use QB Time). Bulk task creation and bulk client requests would have made an exponentially greater impact on your clients going into tax/planning season. 

70917
CTAStephen Edwards
Rising Star
2 years ago
M
Rising Star
MariaVRising Star
asked in Ask a Peer

Adding multiple e-mail addresses to an email

No. We just go into Gmail and make the email there. Karbon really needs some time of bulk email sending tool. One thing lacking in this industry is a good way to email clients based on entity type, incorporation date, etc. I know this can be done in email marketing tools, but all of the attributes are in Karbon and cannot be exported well. 

4
Kim Clemmer
Community Champion
2 years ago

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