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12 Discussions

Jeremy Bordeleau
Beginner
Jeremy BordeleauBeginner
asked in Ask a Peer

Is there any way to reorder the columns in the List View mode of the Work View?

By default my list view has the columns ordered in the same order they’re listed in the filter list:Name, Client Name, Related Client Group, Status, etc.Is there any way to order these? For some of my saved views I’d like to have the fees and budget over towards the left more, among other things.I have tried to drag and drop but that doesn’t do anything.Thanks in advance.

3
J
Beginner
2 months ago
T
Beginner
Trevor SunnyBeginner
asked in Share Tips & Best Practices

Templates

Can a user create, view or amend templates?

2
SamG
Sr. Karbon Community Guide
9 months ago
H
Beginner
HermanBeginner
asked in Ask a Peer

Budget - Retainer Fixed fee

What is the best option to utilize the Time/billing and Budget function of Karbon if we have our clients on fixed monthly retainers?Most of our services, even ad hoc, will be fixed fee to clients and our cost will be contractor, employee and other direct costs. Thanks!

5
DianeK
Sr. Community Champion
1 year ago
Jordy Guillon
Beginner
Jordy GuillonBeginner
asked in Ask a Peer

Associating existing People and Organization contacts

We have a person contact for their personal tax stuff.We also have an org already in our system owned by someone else.That personal contact buys the org.How do we now associate the existing personal contact with the existing org contact?Follow up question, and really at the heart of the matter, how does one create a Zapier task to create both a personal contact and an org contact at the same time and have them be associated with one another?

2
max
Sr. Karbon Community Guide
1 year ago
K
Beginner
Kellly HallBeginner
asked in Ask a Peer

Who uses QB time

We are trying to determine whether we should enter our time into QB time and let Karbon pull client information from there or should we enter time into Karbon first? 

4
Tim Charles
Rising Star
1 year ago
M
Beginner
Maya PallottaBeginner
asked in Ask a Peer

Merge work items

Two work items were created for the same thing however, I don’t want to delete either of them. Is it possible to merge work items together? 

2
M
Beginner
1 year ago
D
Rising Star
Dee GRising Star
asked in Ask a Peer

Due Dates in Automators

I’m wondering how other firms work with due dates that change based on task completion.Currently, we only have the option in an automator to change the due date to x amount of days after the automator is triggered. Logically, it would only make sense to set a specific day.For example, a personal tax return has a due date of April 15.  However, when the task “Extension” is done, the due date now changes to October 15. With the current setting, because I can only set the due date an amount of days later, it won’t give an accurate due date since I will be completing the task “Extension” on different days.Changing due dates for hundreds of work items manually is a real pain.Any ideas?

4
max
Sr. Karbon Community Guide
1 year ago
M
Beginner
Megan SellsBeginner
asked in Ask a Peer

How can I share contacts with my whole team?

My team is new to Karbon. I have set up all of our clients and the primary contacts for each (usually the owner and an office manager). This is based on our old client database and my email contacts (imported from Gmail). I added my team to each organization as “other colleagues,” so that they can see communication, work etc for each of our company clients. We are running into an issue and I’m hoping there are solutions even though I can’t find any other topics that cover this: My People contacts are not visible to the rest of my team. The People contacts don’t have the same field to add colleagues, and I don’t see any setting where I can make my contacts universal.

3
M
Beginner
2 years ago
Nicola Sorrell
Beginner
Nicola SorrellBeginner
asked in Share Tips & Best Practices

View all overdue tasks (not work)

Has anyone found a way to be able to view overdue tasks for the whole practice?

4
Ewa Grzegorzak
Beginner
2 years ago
kylenecarse
Community Champion
kylenecarseCommunity Champion
asked in Ask a Peer

Timesheets for Payroll

We are using Karbon’s time entry 100% now for billing and for hours to pay our hourly people from.We run payroll on a bi-weekly schedule and I was wondering if there was a way to filter time by our pay-period instead of by week, in a format were we can total hours in the period?

2
kylenecarse
Community Champion
2 years ago
BrooksW
Superstar
BrooksWSuperstar
asked in Ask a Peer

How do I find specifics around what Karbon can/can't do?

How do I find specifics around what Karbon can/can’t do?

3
Victoria Peters
Sr. Community Champion
2 years ago
Victoria Peters
Sr. Community Champion
Victoria PetersSr. Community Champion
asked in Share Tips & Best Practices

Most effective templates for client tasks?

The most common roadblocks we seem to face is the non responsive client.  How do I know which templates are the most effective for the use of Client Tasks?  

1
DianeK
Sr. Community Champion
2 years ago

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