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E

Erica MillickBeginner

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Tax Return prep and review and how to collaborate with review notes and back and forth

So a tax return comes to my plate to review. I make my notes in the comments section of the Review stage (maybe it should be in the Prep stage?) and I at mention the preparer.If there is notes that need to be cleared. Should I be changing the status back to the preparer?Having some logistics issues for this and making sure the notes are cleared, meaning when the notes are cleared does the preparer just at mention me that it's done?Or do you use an entirely different process?I would guess that what I am missing is that you have a first review stage, than a clear notes stage, and then final review stage.Which would solve the issue Is this how your would do it? For example: PREP Manager Review Clear Review notes Final ReviewAnyone have a solid template for 1065s?

3

2 days ago

Summer ThornBeginner

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Tracking External Partners

Hello! One of the biggest project management tasks I have is now solved with Karbon, and that is tracking client work. The second biggest is tracking work I have outsourced to other firms. I have this all over the place and it is getting messy. How do you guys track this? Do you just add work to the contact like you would a client?

Laura RowerBeginner

Managing Partner Mailboxes

We have an Administrative Assistant who has shared access to our 3 Partner’s email inboxes. She has been helping them by doing an initial overview of their inbox to identify emails that could be delegated out to other members of the team or easy client requests that she could take care of herself. This was designed to help alleviate Partner time spent reviewing emails.Since the mailboxes aren’t set up as true “Shared Inboxes” and the email address is already tied to the Partner’s Karbon account, the Administrative Assistant doesn’t have access to their Triage in Karbon. Now the Partners are back to spending too much time delegating items out of their Triage.Does anyone else have a similar situation or know of a solution that might work within Karbon?Thanks!

Nick BeaudoinBeginner

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Triage Default View

Hello, Is there a way to set a filtered view in triage as a defualt view? I have a collegue that prefers to not utiilize the triage clearing feature. They would like to have a default view of only internal mentions that they can keep track of. Is this a current feature or do you need to change the filtered view every time you open triage in karbon?

3

2 days ago

E

Erica MillickBeginner

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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?

Quynh NgoBeginner

Karbon Insert Table in Email

I have looked at some previous threads and noticed there were some old questions from 2 years ago requesting for the ability to create + insert tables into your emails in Karbon. I know Karbon community lets you create/insert a table, but I am struggling to find the same functionality within Karbon itself. Is there a way to do so in Karbon yet?

Doug BuntynBeginner

Timesheets vs Individuals time

I am having a issue in reviewing my staff’s timesheets. Currently when I look at the Time Tab for last week it shows each persons total time and billable time. But when I click on an employee it drops these amounts down to some other amount of time. In one case it takes an employee from 40 hours of time and 36 billable to just 7 hours and 42 minutes with 4 hours 22 minutes of billable time. Anyone else having this issue?

4

1 day ago

Charlotte GraceBeginner

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Client error message

Client conversation above - client can’t access Karbon but when they try and reset password the message says email incorrect, but it is the correct email

3

1 day ago

Anzelle StrydomBeginner

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Shared Triage

Hi all! I have two questions:Would emails from the shared triage inboxes have an effect on the total number of emails in your triage? Example: if I only have 1 email in my personal triage, but 30 in a shared triage, would my total number of emails (top left “All - number”) indicate 31? Or would only the number of emails in my personal triage be displayed? Would the emails in shared triage have an effect on our insights like average response time?

4

1 day ago

M

Marissa YoungerBeginner

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Sort All Time by Task Type

Is there a way to sort all time by task type? I know you can filter by work type, but not all of our items currently have a work type set up.

Summer ThornBeginner

Tracking External Partners

Hello! One of the biggest project management tasks I have is now solved with Karbon, and that is tracking client work. The second biggest is tracking work I have outsourced to other firms. I have this all over the place and it is getting messy. How do you guys track this? Do you just add work to the contact like you would a client?

3

2 days ago

N

Nick BeaudoinBeginner

Ask a Peer

Triage Default View

Hello, Is there a way to set a filtered view in triage as a defualt view? I have a collegue that prefers to not utiilize the triage clearing feature. They would like to have a default view of only internal mentions that they can keep track of. Is this a current feature or do you need to change the filtered view every time you open triage in karbon?

3

2 days ago

Varsha ChorgeBeginner

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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.

1

2 days ago

Jason GrantBeginner

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Email formatting - Right/ Left align

HiI am new to Karbon and trying to use Triage and email from Karbon (rather than Outlook, which is what I am used to)Minor point on formatting in emails - but I can’t see the right left & centre alignment icons as there is on this New discussion screen!?Is it missing or is it hidden somewhere?

6

3 days ago

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