Topics started by Grace McKay

2 Discussions

G
Beginner
Grace McKayBeginner
asked in Ask a Peer

Better to repeat work monhtly or have 12 monthly tasks?

Best practice advice please… I’m fairly new to Karbon and looking for tips to better organize. For recurring work like month end close or biweekly payroll, is it better to create a “work” template for each of these and have them repeat or create one “work” template with 12 (or 24) tasks within that have monthly/ biweekly due dates for each task? Which way is easier to manage?

3
kylenecarse
Community Champion
2 years ago
G
Beginner
Grace McKayBeginner
asked in Share Tips & Best Practices

Benefits of tracking time for both work and contacts?

Hi! I just synchronized Karbon with QB Time. As I use QBO for payroll, the integration with QB Time is handy so that staff can stay in one system (Karbon) to track their hours. So far, I have set up the sync to track time against contacts only.  I am curious if there is a benefit to setting this option to track time against “Contacts & Work” instead. As background, I have service items set up in QB Time & QBO that largely mirror what I have for “work” items in Karbon and staff already have to select a service item in their timesheet so I am not sure if tracking time to “work” in Karbon is redundant. Does tracking time against “work” in Karbon benefit budgeting and reporting features in Karbon? 

2
max
Sr. Karbon Community Guide
2 years ago

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