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- 558 Discussions
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Recurring annual work - How to easily spot when offboarding a client?
Hi everyone, I’ve come across this a few times and was hoping someone might know a better way of doing this. When I off-board a client, I also set end date to all their active work - pretty easy.However, when I have an “annual” recurring work which has already been completed this year, I won’t see it in my “active work” list, so I need to dig through ALL work to figure out if I do have annual recurring work that I need to set end date to. How you dealt with this situation before and how did you do it? Many thanks for your help in advance!
Time stamp on clock in/out
Is there a report in Karbon that captures time stamps on the clock in/out. I would love to not have to track this level of detail but I’ve been burned a several times this last year by employees not working the hours they agreed to. I use QB Time and pull up the ‘time entries’ report to see what is happening in the firm throughout the day and to make sure new employees are staying on task and any urgent client work is being addressed. This gives me peace of mind and a quick way to get rid of poor performers.
Karbon Side Menu
Before yesterday afternoon the side menu was always visible and I had the option to click on the X and hide it. Now the menu never appears and in order to see it I have to click the 3 bars at the top left. I don know what happened that changed it and I don’t see a way to change this. Can anyone help. Thank you.
"Other" Work Type in MyWeek
I noticed that in My Week work is categorized by work type, but sometimes there’s an “Other” category. “Other” includes a variety of different work, and in our case, it is not because of Default work types. Can someone explain why (or How) My Week chooses which work types each colleague is able to filter by- seemingly regardless of how much work they have to do in that category?
Work type and Task Type
I would like to see how other peer firms here use Work Type and Task Type, What scenario are each of these two types used for what purpose? and how to setup these two types to avoid overlapping. I currently set up more than more than 10 internal work type (non-chargeable, for internal management, like marketing, HR, finance etc.) and more than 10 internal tasks type (similar to work type). I want to cut task type to “chargeable” and “non-chargeable”. not sure if that will cause any useful report having less data.
Notes and My Week
Two current issues with Notes and My Week:When creating a Note, there is no way to add it to My Week. In My Week, the three dot menu button for an inactive Note gives a dropdown menu to move it in My Week; however, when you make a note active by clicking on it, that same exact three dot menu button gives the Add/Assign/Rename/Delete dropdown menu. It seems in My Week, those two menus should be merged, so that the menu options to move an item in My Week are also in the Add/Assign/Rename/Delete dropdown menu.
Multiple emails for client
Hi there!I’m new here to Karbon Community. I’m trying to figure out how to make a preferred email for a client be set as the default. Meaning, if a client has multiple emails saved in their details tab under their contact card, is there a way to make one email set as default? I tried playing around with it and it appears that Karbon’s settings are set as the first email you’ve entered in the client’s contact card is set as the default email and not being able to alternate the default email without erasing both the emails and re-entering them. (This is under the assumption that multiple emails are saved under the same contact card) Does anyone have tips or knowledge for this?
Staff Training Platforms - LinkedIn Learning (formerly lynda.com)? Other platforms for standardized US Bookkeeping and Accounting Training?
I am starting a trial of LinkedIn Learning next week to see if it meets our needs, but I’m looking to give our staff a baselineIntentionAll staff trained the same way without drawing resources form existing staff members.RoadblocksIn the past, staff training is sometimes really good if we are organized and the people with the knowledge are available to train. Other times, we hire staff and are already behind on capacity, so the training isn’t handled well and new staff are left floundering.I’ve looked to the AICPA and other groups for standardized training for things like sales tax, bookkeeping, etc., but have come up empty handed.We will still do hands-on over-the-shoulder training, so no need to convince me of the importance of that. I’m curious if anyone has used and likes a standardized training platform or has any suggestions for how I might standardize my training without pulling away my highly skilled staff to train fundamental concepts.Other IdeasWe are also working to develop
Simple Custom App - Any firms offering this service? - Looking to have some work done.
Our firm has a client where paint sub-contractors paint apartment units. The general contractor gets the bill from the subs and forwards that to us, we take the information and key it into QBO and our client’s vendor portal for invoice payment.I would like a little app that receives the information from the painters and spits out an import file for QBO and an import file for the vendor portal.Has anyone done something like this? Do you have this capability in-house or have you worked with a contractor to get something like this up and running?
Best practice for work items
Best practice for work items: I would like to understand the best way practises setup tasks for clients to manage clients and internal staff. i.e. Bookkeeping (do you create the tasks split or in one job) i.e. Bank reconciliation, DEXT, VAT, CIS etc or run these as all separate jobs which will clog the jobs board up very quickly however dates won’t get missed. How is the task tracked again time and budget if these are separate jobs but one costing to do the worki.e. Payroll (collate and run payroll and then file EPS) but with different deadline dates to process payroll and the file EPS. I would welcome and thoughts and support. Many thanks, Jeremy
Note visibility and confidentiality
I know Karbon encourage to use note for internal communication. However, I noted that if a colleague send note to another colleague, the note is visible to all colleagues. I hope there is something I don’t know so that colleagues can confidently send note to each if it is a bit more privacy information/communication. If no way to get around, I will lodge an idea to the feature Idea. Another thing is the comments under a work/contact which is a private contact. I think Karbon needs to be fix is that, if I @ some colleague in that note/following comments. The colleagues should only see that specific comments/note I @ them. They shouldn’t be added to the contact/work as they will see all future Commnications not as intended. (I know when I @them, there is a reminding message from Karbon, but this is not helpful, especially when someone is careless or overlooks it). Currently, to avoid that, the only way is to send an email to the colleague separately, that will break the intuition and dec
Marketing Firm for Accounting Firms
Hi Karbon Community,We have started doing some marketing, and I’m not sure that our marketing firm understands how to market for accounting firms. I’m looking for someone who will outline what we need to do to build a marketing engine.I’m curious if anyone is using a marketing firm that has really figured out how to market accounting/bookkeeping services.
Is My Week Practical with High Volume Work?
As my firm tries to transition from using the Todo to using My Week we’ve run into a pitfall: members with the most tasks/work items due are struggling to find a practical way to keep up with their work in the My Week format. It seems as though we’d have to go and change all of our Work Items to unique Work Types in order to somewhat minimize the clutter, but other than that we are at a loss.What is some advice on a seamless transition to My Week?
Hi Everyone. A quick question regarding bookkeeping pricing. We are finding our current method inefficient, in terms of 1, actually calculating what the fee should be, and 2, trying to ensure the price is a true reflection of the work undertaken. We use GoProposal, and our fees are set up using the following line items:Invoice processing fee - Fee based on no. of invoices processed.Bank rec fee - A fee for reconciling the bank rec each month.VAT return fee - A fee for producing and submitting the return. Could anyone share how they price these services and any tips you have found when pricing bookkeeping?Thanks in advance.
Recruiting, assessing, and training remote staff -- who does it well?
We are basically 100% virtual, but I have struggled to figure out how to assess for the qualities we desire in staff during the interview process. It’s historically been easier to shape shape staff when they are in-person as they rub shoulders with other staff living out our culture.I think we have a pretty good interview guide (when followed, lol) that digs into people’s behaviors, but I would love to use some kind of assessment to figure out if someone is a team player, has empathy, etc.I’m curious if anyone has really nailed down part of all of the “Hire great remote staff” process and is willing to share.EDIT:Link to a draft interview guide: Office Staff
How to Create a Task and Add it to My Week
Its not unusual for me to have some micro task I need to look into this week, but it isn’t directly associated with a piece of work or an email that I can then have in My Week.I have created a To Do item assigned to myself with a for tomorrow, due end of week, but there’s no option to add it to My Week from that spot. I have to go to my To Dos, look for it, and THEn assign it to My Week.Anyone have a workaround that isn’t quite so labor intensive? Am I missing functionality somewhere?
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