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When I clear an email from Triage it is deleted from Outlook. Outlook loses the history on the email and it is not showing in trash or any other folder that i can see. It’s basically gone. I like a clean slate but this is odd to me. To lose the ability to find the email in my main email source is not good.Any thoughts on this?
So we have a clients who we are attaching applicable emails to. However this client is installing a CRM and there is a lot of emails regarding this project. I am trying not to flood the contact with all the CRM emails. Is it possible to setup a tag say “CRM Info” that I can add to all the emails. I am thinking I can do that and search by it. I would love if I could setup up some sort of subfolder for “CRM info” so that all the correspondence goes in that “sub contact folder” . Has anyone tried something like this?
When an organisation is the primary owner of an email address and that email address is also linked to a contact, is there a way for it to show on the timeline with the contact’s name rather than the organisation’s name? For example, “Business” is the owner of “Person A” and “Person B”’s emails - when “Person A” emails us the email is auto tagged to the organisation’s timeline and shows up as the Organisation’s name and not “Person A”’s name. It can get confusing since it does not show who is exactly emailing us out of the 2 people. I know we can just click on the name to show which email address it came from but if there was a way to see the contact name without having to click further that would make it better from a visibility point of view.Thanks!
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?
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.
I’m new to Karbon Time recording, so sorry if this is a basic question. When working on a client, with the timer recording, is it possible to switch to another client - pause the timer on the existing one, and start on the second client. Do the work on the second client, and swap back to the first. Swapping between clients during the course of the day, and confirming all the time at the end of day.
Hi AllI wanted to get the community’s help with our next phase of Karbon implementation. We have been using Karbon for just over a year now, and it has provided enormous benefits to our work organisation. Until now, we have used Karbon as a hub for all our work, and a place for team members to organise their own weekly tasks, however we are now getting to the stage where we want to advance our use of the software as we feel we could get much more from it. The main areas we are looking at are KPIs and time. We currently calculate KPIs manually, and report these in an excel file on a monthly basis. The process of gathering these is a little clunky to say the least. In terms of time, we currently use QuickBooks Time, but are yet to link through to Karbon.I’ve put my questions below, and am keen to hear how everyone else uses Karbon in these areas, so please share any thoughts and tips you think we may find useful as we transition into this next stage. KPIsI know we can utilise the Insigh
I was wondering if there is a way how to filter work items by roles, for example bookkeeper? I would like to have same view as when you filter all work by client manager role (which means you get work items assigned to CM and work items not currently assigned to CM).Is this possible?Thanks.
I have not been able to find a way to successfully do this yet - any tips and tricks are appreciated! I would like to send our checklist one task section at a time so as not to overwhelm clients. Has anyone encountered how to automate sending the next section to the client once the preceding section is complete? Thank you!
I love the development we are seeing in Karbon, its brilliant but i have a slight irritation. The time difference between being told a feature is live and the planned webinar on how to use it. Prime example is last night OneDrive went live, brilliant!! Been waiting on this and very pleased it’s here. when’s the webinar explaining it and how to use it? A WEEK later! Thats so irritating! Am i being unreasonable or do others which the resources were available on the day of release so that those of us eager and waiting can setup and implement immediately?
I am looking to create a list of recurring admin task that I perform. I am hoping this is the last year i have to do any of this stuff. I’d like to create a recurring Work project and assign the Work to an office manager next year. Some of the tasks I want to put in the Work are:Renewing tax software license - Nov 15 Rolling forward tax software - Dec 1 Rolling forward depreciation software - Jan 31 Pay state CPA firm dues - Feb 15 Updating engagement letters - Dec 15 Renewing technical subscriptions - various EtcAny ideas would be appreciated.I am trying to Clockwork my firm.Thanks,Marty
Is there a way to have the timer start automatically once the previous timer is saved - rather than having to remember to hit the clock icon? (with the details to be added once the team member has started on the next activity) That way we would have a complete 8 hour day logged, without the gaps caused by forgetting to start the timer.
Has anyone been able to effectively use the #of day before work start date effectively when creating tasks? We find that the task does not show up in the To do list or now My Week until the Work Order start date. The task is overdue when the assignee actually gets notice of it. Is it me? What I am doing wrong? It seems like a great feature, a reminder to get something set up so the work is ready to go on the start day. A recent example is onboarding a new employee, there are some tasks to be completed by HR before the employees start date but the work order is set to be assigned to the receiving team on the start date, and it would be good for the receiving team to know that those tasks are complete. Our work around has been separate work orders but we muddy visibility.
Hi,I was wondering if there is a way of changing the timesheet periods in Karbon so they line up with our payroll periods? At present the system shows the current period Jan 10 - Jan16 2022 but I would rather have the period commence for the current period today 13 Jan to coincide with our payroll period.
When i open an email it seems to open with the oldest email in the thread first. Is there any way to change that? I tried to assign an email to an associate that was the result of three emails back and forth to get the current address. I wanted to assign that last email to the associate to update the address in our tax software. But instead my associate got the full chain and has no idea what i was asking her to do. The address itself is buried way down in the bottom of the thread.
I’d be curious to know what others “Email Added to Contact” percent is within the Karbon Email Insights feature. I just turned it on to trial it and see how it works was shown this stat. I feel like it’s really low… I showed you mine… now you show me yours 😂
I’ve got an idea where when a work item hits a certain stage, such as:Books closed each month; Tax return in for review; Tax return ready for signature; etc.That an email automatically sends to the client.Currently for our month-end close work item, I’ve got a client task as the last section so that the bookkeeper can send an email to the client saying their books are now closed. On top of this, even if it’s not possible to automatically send this when the last internal task is completed, it would be awesome to send the notification but without an actual client task. More like an email being sent but associated with a specific work item. That way the client doesn’t need to login and mark off the task. I was looking through the API documentation to see if there’s a way to send an email but it doesn’t look like it. That might’ve worked because the email would be associated with the work item it’s being sent about to notify the client of a change in the work item status that they may wa
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.
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