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Ken RogersRising Star

asked in Ask a Peer

Unbilled Fixed Fee work and expenses work not showing up on Billing even when searched by client name.I invoice my clients based on a value pricing model

I invoice my clients using a value pricing model. There is no tracking of billable hours. I have added the amount to the “Time and Budget” of the task as a Fixed Fee (per Billing> Engagement parameters), but it doesn’t show up on the unbilled section. (I did not create an engagement invoice since I don’t do monthly billing. The Fixed Fee amount doesn’t show up. I have also tried entering it as an Expense. But again, it doesn’t show up in Billing> unbilled.I even searched by the client’s name. This has happened on several of my clients.In addition, you cannot adjust anything in the Budget section if you entered something wrong.Can anyone tell me if I’m doing something wrong? Is there a work around? It’s hard to get paid from clients when you can’t invoice them…

1 month ago

Michelle Milner-EradhunBeginner

asked in Ask a Peer

Has anyone else's triage stopped updating gmail today?

Hi fellow Karboners :-) Has anyone else's triage stopped updating gmail today? last email 5 hours ago but have email since that's not showing in Karbon! Thank you folks :-)

1 month ago

Pamela PhillipsBeginner

asked in Ask a Peer

Karbon keeps crashing

Hi, has anyone noticed that karbon is crashing quite alot recently.My team are all impacted so it’s not just one person. Plus we all work remotely so it’s not our internet causing the problemsJust now Karbon is stalling with a spinning wheel. We had the same issue last week and a couple of weeks before.

1 month ago

Madeline MillerRising Star

asked in Ask a Peer

Is Karbon down right now?

My team is just getting the wheel of death…….

1 month ago

Chris CatalovskiBeginner

asked in Ask a Peer

Bad Request

Why do I keep getting 400 Bad Request when I try to get into the Academy ?

1 month 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!

1 month ago

DamianBeginner

asked in Ask a Peer

Work report export to excell

When I export my work report to excel not all the columns show up. Where is the due date column?

1 month ago

Amir MasoodBeginner

asked in Ask a Peer

Is there a way to disable the ability to send client task requests from emails that are not the current user's?

I was wondering if there was a way to remove the ability to change who the client task request is sent from? I do not want people to be able to send emails from accounts that are not their own. Thanks in advance.

1 month ago

Maggie ChowBeginner

asked in Ask a Peer

Saving billing data

How do I save billing details in Karbon in case of a client inquiry upon receiving our invoice? Can they be exported?

1 month ago

LiraBeginner

asked in Ask a Peer

Uploading attachment in the comment

Hi, is there anyone experiencing our problem with uploading attachments into the comment section? Whenever we’ll click the upload icon and then select the attachment, it will just disappear as if nothing happens. We can only attach files by drag and drop which is sometimes inconvenient.

1 month ago

Colleen KolobowBeginner

asked in Ask a Peer

Client Work Year Overview

Newer user and wondering if there is a way to do a calendar view of work that is scheduled for a client? Ideally seeing a year snapshot that maps out the work over the course of the year - on a monthly basis - still listing work items that are set as recurring. Is there a feature I’m missing or is there a way to create something that will meet this need? Thank you!

1 month ago

FeliciaBeginner

asked in Ask a Peer

Suggestion for app workpapers

Hello, wondering if anyone has a suggestion on apps that they have used that integrates with Karbon that can be used for workpapers. Currently we use excel a lot although wondering if there is another solution that integrates well with karbon. Thank you!

1 month ago

Simon HiltonKarbon Team

asked in Karbon AI

What should we build next with KarbonAI

Hey Karbon Community, The uptake of AI features in Karbon firms has been remarkable and our team is working on bringing even more depth and scale to AI applications. It's an exciting journey, and we want to hear from you - where do you see AI making the biggest impact in your daily tasks and workflows?Whether it's streamlining workflow, optimising resource allocation, or revolutionising client communication and financial forecasting, your insights will shape the future of AI implementation at Karbon. Have a great daySimon

1 month ago

Zachary JonasBeginner

asked in Ask a Peer

How to link SharePoint with Karbon

I am trying to link Karbon to my DMS (SharePoint) and it’s not working. Here is what I’ve done:Karbon → Settings → Document Storage → Clicked “Connect” for OneDrive (including SharePoint) Clicked “Authorize” → accepted all the terms from the pageNow in “Connect Document Management System” the OneDrive (including SharePoint) option shows “disconnect” as the option. I have a note above that says “Admin Permission Required - To connect to a document management system you will need permission to authorize app connections within the document management system itself.”I am unable to find a tutorial on how to do this. When I go into a work item, then into then into “Documents”, then “Connect Folder” - I see an “Authenticate” button. When I press that I am taken to another screen that says “There was a problem authenticating your OneDrive (including SharePoint) account. Try again.”

1 month ago

SamGSr. Karbon Community Guide

asked in Ask a Peer

Assignments - how can my colleagues most easily see these items I've assigned them, and update their status?

I can see them… how most easily, can they?

1 month ago

Lauren LewisBeginner

asked in Ask a Peer

Internal reminders for @ Mentions

Hello! We are wondering if there is a way to create a reminder on internal @ mentions? When we have a question and @ mention each other either in a task, note or otherwise, we are noticing if the question is not answered immediately, it is forgotten and then we get behind. Is there a system where we can implement to set reminders on these things? Thank you!

1 month ago

Georgie KinghamBeginner

asked in Community Feedback

Karbon Archived Users

When I go to submit my timesheet, Karbon automatically wants me to submit it to a user who is archived and no longer working for us. It also suggests a list of people I can submit to however some of these people are removed from Karbon. How can I change this?

2 months ago

maxSr. Karbon Community Guide

asked in Ask a Peer

Add and access organization address, phone number, and email address via API

When requesting an organization by key, I don’t see where the phone numbers, email addresses, and addresses are listed.I checked the docs and there’s no information about what I can “$expand”.Here’s what I see in Karbon:Here’s the request I made:url = "https://api.karbonhq.com/v3/Organizations/xxxxxxxxxx?$expand=Contacts"payload={}headers = { 'Accept': 'application/json', 'Authorization': 'Bearer xxxxxxxxxxxxxxxxxxxxxxxxxxxxxx'}response = requests.request("GET", url, headers=headers, data=payload)print(response.text)Here’s the resulting code form an API request:{ "@odata.context": "https://api.karbonhq.com/v3/$metadata#Organizations/KarbonService.OrganizationDTO(Contacts())/$entity", "@odata.type": "#KarbonService.OrganizationDTO", "OrganizationKey": "xxxxxxxxxx", "FullName": "test full name", "ClientOwner": null, "ClientManager": null, "ContactType": null, "UserDefinedIdentifier": null, "RestrictionLevel": "Public", "LastModifiedDateTime": "2023-02-04T1

2 months ago

Chase TupperBeginner

asked in Ask a Peer

Adding items from Triage to a Work Items

Is there a way to add something from Triage to a specific task within a Work Item, not just the overall Work item Timeline?

2 months ago

Sherry YipBeginner

asked in Ask a Peer

How to export the workflows in Karbon?

We set up a large number of workflows in Karbon, and found that there is no way to export them to excel or other applications. Would anyone know if there is an export function? Thank you.

2 months ago

Chrissy GallegosBeginner

asked in Ask a Peer

Client Requests

Is there an option or setting we can use to leave client requests open after the work is closed? The reason is because we would like Karbon to be our main point of contact with clients which includes sending financial reports after the books are closed each month or each year, but also be able to mark the work item complete so it isn’t lingering in our “My Week” or open work items which skews our insights. When we mark the work complete and even ask to leave tasks as is, it closes out the client request and they cannot access. At this time, we are sending final statements via email, but it would be ideal for us to be able to keep all comms within the Karbon work item.

2 months ago

Jaime UrbanBeginner

asked in Ask a Peer

Reimbursable Expenses for Employees

Is there a solution that allows my employees to submit reimbursable expenses along with their time sheets, or perhaps another way?

2 months ago

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