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Ruth KubeshBeginner

Outlook Email Question

When typing a new email or answering an email in Outlook, is there a way to have them show up in Karbon?

Jessica TruesdaleBeginner

Seeing Time entries by minute started/ended

We are attempting to switch from QB Time to Karbon Time. Does anyone know of a way to see the exact time you started working on a project and or ended instead of just 15, 29...minutes? QB Time let you see the exact minute you started and ended an entry. Having a difficult time when a time entry was missed to determine how long I spent on that work item/task since I can’t see what time I stopped working on the previous work item.

Fiona RyanBeginner

Incorrect Work Template

Hi! New to using Karbon and wondering if there is a way to change between work templates without having to create a new one (and try moving all conversations over as well). For example, consumer purchase of a vehicle has had the commercial template loaded, therefore all emails, information etc has been loaded to this work.

Nick BeaudoinBeginner

Client Sub Tasks

This may be an oversight on my end, but is there a way to indent (create a sub task) for client tasks? I am working in a template and I want to create subtasks for clients but I am unable to do so. I can indent our internal tasks as normal with no issue.

Sara GoepelKarbon Team

Product Roadmap Quarterly Webinar, April 2024

Hi everyone,Thank you all for joining me and our Product Managers for the first product roadmap webinar of 2024. It was great to see so many familiar names on the call and we sincerely appreciate the thoughtful questions and comments. For those who weren’t able to join us live, catch up on the recording to see what we released in Q1 and what’s coming up in Q2 for:Billing & Payments Triage & Work Integrations & API Karbon Practice Intelligence Karbon AI We are currently recruiting customers for a few beta programs. You can sign up below:Triage revamp beta, register your interest here QuickBooks Online Accountants integration (invoice & payments) beta, register your interest here Karbon AI contact timeline summary beta, register your interest hereWe’d love to hear what you think. You can add your thoughts in the comments below. If there are features you’d like to see us prioritize for future roadmap, please submit your vote in the Feature Ideas section.

Michael GreenBeginner

More design options for invoicing needed

The current invoicing options are not workable.I’ve provided the Karbon folks with a sample customized invoice we created years ago when using Thomson Reuters Practice CS. Everyting I am seeing falls short of acceptable. We need to be able to invoice based on details as follows:Engagement Title e.g., “2022 Corporation Tax Services”Then under that, a brief description of the service, # of hours and the total billed.To use “units” , billing rates or names of staff is not something we would ever use. The formatting should also allow for insertion of our web site, a comment that the client can pay online thru our site, etc. This current formatting is not in keeping with the rendering of professional accounting services, so far as I believe, here in the U.S.Thanks.

Christina WolfromBeginner

Community Feedback

Can I see all comments that I create?

Hi all - is there a way that I can review all comments I have left throughout Karbon - on emails, work items, tasks etc? Sometimes I ask my team members to do something on a work item or task, and when I want to follow up and see if they responded (and I accidentally cleared it through triage), I have to remember where I left the comment and search for it. Is there a way to view all of my comments?

Keli McNeillBeginner

Recurring Emails

Hi. I send a reminder email every month to a client on the same day. Is there a way to automate that email in Karbon?

Bridgett FullerBeginner

Reuse of corporate email to invite new Team member

For our production team we assign corporate emails eg Team1@us.comI am trying to reuse one of the email associated with an archived employee to register/invite a new team member and am getting this error.'This email address is associated with another colleague or contact’- how can I override this ?

Jason GrantRising Star

Share Tips & Best Practices

List view - moving and resizing the columns

in the List view, it would be GREAT to be able to reorder the columns resize themand obviously save the view afterwards. eg below I would make the “Name” column narrower and like to bring Assignee much further to the left.

Ruth KubeshBeginner

Outlook Email Question

When typing a new email or answering an email in Outlook, is there a way to have them show up in Karbon?

Jessica TruesdaleBeginner

Seeing Time entries by minute started/ended

We are attempting to switch from QB Time to Karbon Time. Does anyone know of a way to see the exact time you started working on a project and or ended instead of just 15, 29...minutes? QB Time let you see the exact minute you started and ended an entry. Having a difficult time when a time entry was missed to determine how long I spent on that work item/task since I can’t see what time I stopped working on the previous work item.

Fiona RyanBeginner

Incorrect Work Template

Hi! New to using Karbon and wondering if there is a way to change between work templates without having to create a new one (and try moving all conversations over as well). For example, consumer purchase of a vehicle has had the commercial template loaded, therefore all emails, information etc has been loaded to this work.

Christina WolfromBeginner

Community Feedback

Can I see all comments that I create?

Hi all - is there a way that I can review all comments I have left throughout Karbon - on emails, work items, tasks etc? Sometimes I ask my team members to do something on a work item or task, and when I want to follow up and see if they responded (and I accidentally cleared it through triage), I have to remember where I left the comment and search for it. Is there a way to view all of my comments?

Keli McNeillBeginner

Recurring Emails

Hi. I send a reminder email every month to a client on the same day. Is there a way to automate that email in Karbon?

Bridgett FullerBeginner

Reuse of corporate email to invite new Team member

For our production team we assign corporate emails eg Team1@us.comI am trying to reuse one of the email associated with an archived employee to register/invite a new team member and am getting this error.'This email address is associated with another colleague or contact’- how can I override this ?

Jason GrantRising Star

Share Tips & Best Practices

List view - moving and resizing the columns

in the List view, it would be GREAT to be able to reorder the columns resize themand obviously save the view afterwards. eg below I would make the “Name” column narrower and like to bring Assignee much further to the left.

Vivek KumarBeginner

Billing

How to add a discount part while preparing an invoice?

Tiahn SeviorBeginner

Undo deleted work item

Hi there,Can I recover a work item that was accidently deleted for a client… the work item hadn’t been fully completed yet..

Erica MillickBeginner

Fixed Fee Billing with Work Items

I’m curious how everyone is billing a fixed fee while using various Work Items? It seems it would be best to be able to have one fixed fee for the Client and then add the various work items under that umbrella versus having to edit each individual work item’s fee to equal the fixed fee each month. We have ad-hoc projects throughout the year that are included in the fixed fee and work items vary each month, but having different work items each month skews the total amount and we end up editing each client’s amounts a lot. (i.e. Worker’s Comp audit, 1099s, etc.) Does anyone have any tips or tricks they’re using when billing fixed fee for multiple work items every month that doesn’t involve editing each work item fee for each client every billing or using one huge work item encompassing the full scope of work?

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