Replies posted by Meghan Blair

3 Replies

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.

3689
M
Superstar
2 years ago
Lachlan Macindoe
Karbon Team
Lachlan MacindoeKarbon Team
published in Share Tips & Best Practices

5 common Kanban customized dashboards

My work, as the firm owner, often far exceeds my availability.  It’s my job to delegate and prioritize things.  I’d love a way to view the sometimes overwhelming lists by priority to help facilitate delegation and prioritization.  Anyone have a hack for this?  Urgency is driven by due dates in filters but haven’t found a good work around for importance since that isn’t a field we can filter by (would love if it was though ) 

5467
G
Rising Star
1 year 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 

3689
M
Superstar
2 years ago

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