Topics started by Rachel_Smith

4 Discussions

R
Beginner
Rachel_SmithBeginner
asked in Ask a Peer

remove a contact from email autofill

Is it possible to stop an email address from autopopulating?  When I type “Troy” in the “To” field of a new email, two different Troys pop up .  I want to remove one and stop it from autosuggesting.  Thanks.

6
Kim Clemmer
Community Champion
6 months ago
R
Beginner
Rachel_SmithBeginner
asked in Ask a Peer

Capacity Planning, time budgets - how best to set up work items

It drives me crazy that when a work item’s budget is assigned to only one team member at a time, even when two or more team members are working on the item.  It’s like karbon things the overall time budget on the work item is what’s key, where I would argue that the time budget for each team member is what’s key.In order to get around this, I am considering breaking up our work items such that each item is only assigned to one person.  So our monthly close work item would be broken up into, say, three work items:  Reconciliations and anything else the bookkeeper does; adjustments and sales tax and anything else the account manager does; and review reports and hold advisory meeting and anything else the advisor does. It seems to me that this will lead to much more clarity around time budgets.  What am I missing?I know one thing I am missing is that since work items can’t be dependent on each other that we will need to build in a step for the bookkeeper to kick of the next stage of the a

13
Rebecca Williams
Sr. Karbon Community Guide
6 months ago
R
Beginner
Rachel_SmithBeginner
asked in Ask a Peer

client task audit trail

Is it possible to see who checked off a client task as complete?  Specifically, whether the client checked it off or whether a team member checked it off?

3
Rebecca Williams
Sr. Karbon Community Guide
9 months ago
R
Beginner
Rachel_SmithBeginner
asked in Ask a Peer

Help! How many hours is my team budgeted to work?

Can someone explain to me about this “allocated” budget thing?  See image below.So for Isabel, she ‘s got 5h assigned in work items assigned to her.  ok.  But for Haley, what the heck is she budgeted for for the month?  There are 61.5 hours of “work items” with her name on them, but what about the tasks in those work items that she doesn’t do?  Like if she “owns” the month-end close, but a bookkeeper and reviewer do some of the tasks inside of the close work item, does she still have all of those budget hours assigned to her?  Which makes no sense, because she’s not doing those hours.  And what is this allocated?  Is this additional time assigned to her on top of the 61.5?  Maybe it’s say, review hours inside of someone else’s close work item?Shouldn’t there be a straightforward way to see how many hours Haley is budgeted to work for the month?   

3
Victoria Peters
Sr. Community Champion
1 year ago

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