Replies posted by Jamie Jorgenstone

6 Replies

Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team

Changes to Karbon’s Client Portal will be live next week

These are some cool upgrades. I like that this allows clients to see a history of requests. However, I do worry about the security. Emails are so easily hacked, especially nowadays when most people are always logged into their emails on their cell phones. If a cell phone is stolen, the data is at risk. There is so much sensitive data in tax documents, I think another layer of security (like the PIN used previously) is necessary.

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Amelia Freeman
Karbon Team
1 year ago
A
Anonymous

Timer (Time & Budgets), and more!

We have tasks like say bookkeeping and for some clients on contract it’s not billable and for others it’s  billable.  Even for a contract client an bookkeeper can choose to bill work if it is out of scope.  Having the task type have a hard set for the task type doesn’t allow for any of that or for change and requires us to have Bookkeeping multiple times.  The bigger issue issue is that it’s hard coded in from the start which doesn’t work.  We use the task type to filter work for reports so we can see say all the sales tax or something.  We need billable v non-billable on our time not on the tasks. I am not sure if this is a suitable solution for you, but our firm has decided to designate only the following two task types: billable and non-billable.For us, the “role” field is informative enough that we don’t really need to get more granular with the task type. It is actually giving us the opportunity to have people really think about what “role” they are playing at the time, even if i

3689
M
Superstar
2 years ago
A
Anonymous

Timer (Time & Budgets), and more!

I’m curious if there is a way to get time from Karbon into QBO without using QB Time.  Intuit has made a mess of my account and say they can’t undo it so it won’t let me connect Karbon>QBTime>QBO and we need to for billing.  Also curious if billable/non-billable designation is on the roadmap for dev in Karbon time entry? @Ian Vacin  Hi Meghan,You can designate billable/nonbillable in the task type! You can edit your task types in Settings>Workflow>Task Types. Jamie

3689
M
Superstar
2 years ago
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Rising Star
Daniel McGurenRising Star
posted in Ask a Peer

Time & Budgets

We are also a fixed fee firm considering implementing Time & Budgets for internal capacity planning as well as analyzing profitability of jobs. When you say you converted from Tsheets to Karbon, do you mean that you’ve integrated Tsheets and Karbon and now use Karbon’s in-app time tracking features? Or is there a way to move away from Tsheets completely and just use Karbon (i.e. no integration)?The major challenge that we are facing with Time & Budgets is that we deal almost exclusively in groups - we have a single engagement (fixed fee) that covers a group of businesses, as well as their individual owners. Karbon’s client group feature has been a game-changer in tracking our projects and managing these groups of clients. Unfortunately, the time tracked at the group-member level (a specific client) doesn’t roll up into the client group. This makes it impossible for us to efficiently use Time & Budgets for useful analysis.We thought we could overcome the challenge by choosin

12
max
Sr. Karbon Community Guide
6 months ago
K
Beginner
Kaitlyn ColeBeginner
asked in Ask a Peer

Sub Categories for Client Tasks?

@Ian Vacin Thanks for the update and the continued effort to better the platform! Looking forward to it!

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Rebecca Williams
Sr. Karbon Community Guide
1 year ago
K
Beginner
Kaitlyn ColeBeginner
asked in Ask a Peer

Sub Categories for Client Tasks?

I have requested this feature in the past. Hopefully it’s in the works…. 

9
Rebecca Williams
Sr. Karbon Community Guide
1 year ago

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