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Unanswered Questions

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Mitch WaldsteinRising Star

asked in Community Feedback

Multiple Work Assignees

Is there a way to assign multiple people to a work item? Multiple People to a role, so that work item can reflect a role?We have two onboard specialists that work together and three managers that need to collaborate on work items .

9 months ago

Varsha ChorgeBeginner

asked in Ask a Peer

How to Extract the Planned Jobs in a Spreadsheet

Hi team,Could you please help me to extract the Planned Jobs in a Spreadsheet ? am not getting that option in my karbon.

6 days ago

Lucy MBeginner

asked in Ask a Peer

Add work feature

Has anyone created bulk work using the add work from the contacts page? I tried this today and oddly, after selecting mulitple clients when create, only the clients on the last page of selections appear. Does this mean you can only create bulk “per page” of clients? Thanks in advance for your insight.

5 months ago

MeganBeginner

asked in Ask a Peer

Team Agenda

Hi I was wondering if any one has any recommendations on how to manage a team agenda for team meetings in Karbon. A point where people can add items to talk about etc as they come to light?? Thanks

1 year ago

Donna CoxBeginner

asked in Community Feedback

My Week work not showing up

We have setup recurring work and my staff have done part of the work and I need to complete it but it does not show up in my week.

1 year ago

jensSuperstar

asked in Share Tips & Best Practices

What are the best practices for using client tasks? How can I help my clients understand and gain comfort with that form of engagement?

2 years ago

DianeKSr. Community Champion

asked in Ask a Peer

What are the most effective Dashboards-Saved Views?

What do you recommend as the Best Dashboard Views to have saved in Karbon?

2 years ago

Dan YamamotoRising Star

asked in Ask a Peer

Refresh My Work Screen

We just started with Karbon one of my accountants finished her Sales Tax report and I can see that it went to the supervisor for review but I just logged in and it must have been already updated. She still sees it assigned to her. Is there a refresh button or process she can perform so she knows that things are updated when she looks at her Work?

2 years ago

DianeKSr. Community Champion

asked in Ask a Peer

Client Task - Bulk Document Download

Is there a way within the client task for them to download all the documents attached without individually clicking on each document and then downloading?

2 years ago

Chia Ying TsaiBeginner

asked in Ask a Peer

anyway to sort work items by more than 2 fields(including 2).

Hi dear community, does anyone know how to sort work items by more than 2 fields, kind of wanting to sort by client name and then due date. thank you!

2 months ago

DianeKSr. Community Champion

asked in Share Tips & Best Practices

What is best practice for working with my current billing solution outside of Karbon

What is best practice for working with my current billing solution outside of Karbon?

2 years ago

Deniel DarulloBeginner

asked in Community Guides

AlexBeginner

asked in Ask a Peer

Placeholders where does they came from

We have an issue when sending emails to client with client tasks or reminder. Our email template was setup with placeholder but how do we know what is the placeholder information. For now we use “preferred name” and “client name” but in both case it is using the company name so our email state Hello “company name” instead of the actual contact name. Is it a problem with the setup of the placeholders or with the way the contacts were setup?

1 year ago

Ryan EisenbergBeginner

asked in Ask a Peer

Issue with Google and Karbon Intergration

Our firm has recently had an issue with the link between google services (i.e. gmail and google calendar) and our Karbon account. It use to work better and now there is a recurring issue where we have to continually reconnect the account upon almost every sign in. Is this a setting? How can we resolve this?

9 months ago

Krista OwrenBeginner

asked in Ask a Peer

How long does Karbon save documents/work items?

Does anyone know how long Karbon saves work items and documents after completion?

2 years ago

Rebecca AzizaBeginner

asked in Ask a Peer

Repeating work and assignees

We have work that is set up to repeat. The work has a consistent Client Owner and Manager, but the preparer role is someone different each time it comes around based on availability. When the work repeats the preparer tasks are automatically assigned to the preparer from the previous occurrence of the work. Is there a way to have the tasks set to no one? When the new work is created from the repeat, I would still like them to be for the “preparer” roll but not assigned to a specific employee.

4 months ago

DianeKSr. Community Champion

asked in Ask a Peer

Best Settings within Karbon

What are best practices for the Settings within Karbon? If a setting needs to be changed, How would I do that?

2 years ago

Leonie AddisonBeginner

asked in Ask a Peer

Identifying Assignees

When I go into a client I currently see a lot of columns. Are you able to rearrange these columns? If so how.Thanks in anticipationLeonie

2 years ago

Lillian HausgaardBeginner

asked in Ask a Peer

Too many custom fields in QBT

I need to connect Karbon with QBO Time to be able to management staff hours

4 months ago

Lauren BeBeginner

asked in Ask a Peer

Billing - Exporting to QBO (Setting Up)

When exporting the invoice data to CSV for QBO, I noticed that the Work headings (ie. “Monthly Accounting for Jan 2022”) would be prepopulated in the “ItemDescription” field, which would be imported into QBO as “Monthly Accounting for Jan 2022”.For my invoices, though, I like to have a narrative, like “Preparation of the Monthly Accounting for Jan 2022” or “Preparation of Sales Tax Return for Quarter 1” rather than an abrupt listing.Does anyone have a workaround? I know we can edit the description in the csv file, but I’d like to get it to streamlined.

1 year ago

David SadowskyRising Star

asked in Ask a Peer

QBTime, what does this mean?

On this guide for QBTime it says: Tracking time against a work itemTime recorded on work items does not track up to the contact level. You record time on the contact or work item, and they are separate totals. You can use the reporting in QuickBooks Time to get a total across both contact and work time entered. I haven’t connected our QBT yet, but I’m unsure what this actually means? In QBTime we record time by customer (we have a flat hourly rate regardless of work type). We want to keep it that way so I was only going to sync contacts, NOT work. Yet, what happens if someone presses the timer in a work item, it won’t get to the contact? I was hoping that now that we have Karbon, we could measure our time doing specific work as a way of analyzing our work load and time. So, ideally, in Karbon, we could see our time broken down by work, but in QBTime, just the amount of hours spent on a client.

1 year ago

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