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  • 549 Discussions
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549 Discussions

C
Rising Star
Christopher T Raines
asked in Ask a Peer

Triage - clearing email in triage vs outlook

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?

3
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Sr. Karbon Community Guide
1 year ago
Chris Harvey
Beginner
Chris HarveyBeginner
asked in Ask a Peer

Contact cards

It would be useful if on the other contacts involved it had their role next to their name as set up on the contact card as there could be three of the same name because they have a different role in the company etc

3
max
Sr. Karbon Community Guide
9 months ago
D
Rising Star
Dan YamamotoRising Star
asked in Ask a Peer

Client Contact Timelines can we add subfolders

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?

3
M
Superstar
11 months ago
D
Rising Star
Dan YamamotoRising Star
asked in Ask a Peer

Where is the settings button I am new to Karbon

Can someone show me how to find the settings button I am brand new to Karbon it doesn’t seem to be on my main screen unless I am completely overlooking it.

3
max
Sr. Karbon Community Guide
1 year ago
Natriya Anekboon
Beginner
Natriya AnekboonBeginner
asked in Ask a Peer

Contact Name for Emails where Organisation is the Primary Owner

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!

3
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Sr. Karbon Community Guide
11 months ago
Danielle Clark
Rising Star
Danielle ClarkRising Star
asked in Ask a Peer

"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? 

3
kylenecarse
Community Champion
8 months ago
Emily Marston
Beginner
Emily MarstonBeginner
asked in Ask a Peer

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.

3
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Sr. Karbon Community Guide
4 months ago
M
Beginner
Mark BallBeginner
asked in Ask a Peer

Time recording

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.

3
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Sr. Karbon Community Guide
11 months ago
Karessa Jean
Beginner
Karessa JeanBeginner
asked in Ask a Peer

If a Client gets rid of an email address, how to not have old email auto-populate?

If a client gets rid of an old e-mail account, how can we make sure we are not ever having the e-mail auto populate with the old information, even though we have taken it out of the contact card?

3
Kim Clemmer
Superstar
8 months ago
William Mertz
Beginner
William MertzBeginner
asked in Ask a Peer

Default settings

Is there a way to set a default setting in Work.  I prefer the list view, but the system defaults to the Kaban view.

3
David Perry
Superstar
1 year ago
A
Beginner
Aaron GilmoreBeginner
asked in Ask a Peer

Company Authentication Code

Is it possible to add an additional box in the contqct details to sav ethe company authentication code ? 

3
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Sr. Karbon Community Guide
10 months ago
Adam Kusnierek
Beginner
Adam KusnierekBeginner
asked in Ask a Peer

Our Next Phase of Karbon - KPIs, Ad Hoc Assignments and QuickBooks Time

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

3
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Sr. Karbon Community Guide
11 months ago
B
Beginner
Barbora StranakovaBeginner
asked in Ask a Peer

Filter by role

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.

3
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Sr. Karbon Community Guide
8 months ago
Reino Barkema
Rising Star
Reino BarkemaRising Star
asked in Ask a Peer

Down Time / Slowdown

Hi All, is it just me or is Karbon quite slow on some days?

3
DianeK
Sr. Community Champion
8 months ago
N
Beginner
Nicole DugginsBeginner
posted in Ask a Peer

Automation of Sending Client Tasks

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!

3
max
Sr. Karbon Community Guide
8 months ago
M
Beginner
Marty McCutchenBeginner
asked in Ask a Peer

How is everyone tracking recurring internal tasks?

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

3
Terri Warren
Superstar
1 year ago
M
Beginner
Malcolm VeallBeginner
asked in Ask a Peer

Timer - setting to have it start immediately the previous timer is saved

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.  

3
SamG
Sr. Community Champion
1 month ago
G
Beginner
Grace McKayBeginner
asked in Ask a Peer

Better to repeat work monhtly or have 12 monthly tasks?

Best practice advice please… I’m fairly new to Karbon and looking for tips to better organize. For recurring work like month end close or biweekly payroll, is it better to create a “work” template for each of these and have them repeat or create one “work” template with 12 (or 24) tasks within that have monthly/ biweekly due dates for each task? Which way is easier to manage?

3
kylenecarse
Community Champion
1 year ago
Victoria Peters
Sr. Community Champion
Victoria PetersSr. Community Champion
asked in Ask a Peer

Tasks due BEFORE the work start date

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.  

3
Victoria Peters
Sr. Community Champion
1 year ago
Mary-Clare Switz
Beginner
Mary-Clare SwitzBeginner
asked in Ask a Peer

MyWeek failure

I have been trying to implement My Week after successfully using To Do for some time. All I have managed to do is create a secondary Triage of emails that are in no order, not time, not name, not job, not anything in My Week and I have become quite disorganised again. Any tips? 

3
Mary-Clare Switz
Beginner
1 year ago
Andrew
Beginner
AndrewBeginner
asked in Ask a Peer

Timesheet periods in Karbon

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.

3
Mark Sunderland
Beginner
1 year ago
B
Rising Star
Brian DavisRising Star
asked in Ask a Peer

Opening an email starts with oldest email in thread

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. 

3
max
Sr. Karbon Community Guide
10 months ago
B
Rising Star
blueprintbrianRising Star
asked in Ask a Peer

Karbon Email Insights - what is your "Email Added to Contacts" percent?

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 😂 

3
Victoria Peters
Sr. Community Champion
10 months ago
B
Rising Star
blueprintbrianRising Star
asked in Ask a Peer

Client task but only with email

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

3
ryann
Beginner
8 months ago
Adam Kusnierek
Beginner
Adam KusnierekBeginner
asked in Ask a Peer

Bookkeeping Pricing

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.

3
Victoria Peters
Sr. Community Champion
9 months ago

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