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What is the best practice to manage balance sheet recon work? Process; Balance Sheet Recon is prepared by Staff, approved by a Manager -- both in house. Is this 1 task in the work that is assigned to the staff member, then reassigns to the manager and update the status to awaiting approval?Or two tasks so the staff member can mark each recon complete & the manager has to monitor the work to know what is ready to review?
Schedule Client Video Meetings through Karbon?
We have switched to Karbon from PipeDrive. In PipeDrive… I could create an Activity and invite people to the activity through PipeDrive. It would create an event on my google calendar, and send the invite emails to the client, so they could also have the event on their calendar. We could also “Make it a Zoom Meeting” by clicking the button that says… “make it a zoom meeting” and it would input the zoom information into the description. This whole process would take 10 seconds. Does Karbon have a feature I am missing? How do I create meetings and invite clients, with a video link through Karbon? Thanks,Matt
Ability to Export a work item to Excel/CSV
Is there a way to export a work item and related tasks/sub-tasks to excel? We are preparing a end of month check list to share with a client for their internal purposes and would like to use one of our Karbon work as a basis. Right now I have to copy and paste each task or re-type it separately in to excel.
Scorecards and KPIs - Anyone love what they track?
We’ve recently started tracking our business on a weekly scorecard.Our first draft leading measures:Past due work count for each: Bookkeeping Accounting Tax Unbilled WIP AR over 30 Days New Business PresentationsOur lagging measuresYoY Revenue Growth 365-day Revenue/staff Gross Profit % Net Profit %We have targets for each of these numbers. I’m curious what other firms are tracking. I don’t want to track too much. Smaller groups will eventually have their own scorecards to track details related to their work area.My premise states that if we are doing these activities (completing work on time, billing work timely, collecting on billed work, and offering proposals for new work), our lag measures will head the right direction, and if they aren’t, there’s a deeper issue we can explore (like pricing, efficiency, etc.).
Timesheet - "Q1-Auto Lock on Daily", and "Q2-Filling up timesheet after completion of each WORK."
Q1: In Karbon, being an organization, we provide the access to all our staff to fill up their DAILY TIMESHEET at the end of the day, which helps us to identify how many hours are worked by each staff. Further, at current they are having access to the timesheet for the PREVIOUS DAY, so it’s been noticed that they are filling up the timesheet just before the month's end for SALARY purposes (instead of daily), so IS IT POSSIBLE TO GET an “AUTO LOCK” TIMESHEET ON a “DAILY BASIS” SO THEY CAN HAVE HABIT TO FILLUP TIMESHEET ON DAILY BASIS BEFORE THEY LEFT HOME? IN THIS CASE, THEY WON’T BE ABLE TO ADD TIMESHEET FOR THE PREVIOUS ANY DAY, THEY HAVE TO APPROACH TO THEIR REPORTING MANAGER TO GET ENTERED OR ELSE WILL BE COUNT AS LEAVE FOR THAT DAY. Q2: in Karbon, is it possible that as and when any staff is changing the status of any WORK to COMPLETED or sending for further REVIEW of WORK, then does Karbon have a system to “AUTO REMIND” users to add their TIMESHEET for completed work on the spot?
Do you have a client that is doing amazing things?
OK! You may have heard of the Accounting Leaders Podcast? Or you may not have. Doesn’t matter! Either way, this might be of interest to you, our esteemed Karbon customer.I’m looking for a partner or director of a firm to come on the podcast with an interesting or exciting or different or beloved client of yours. This client should be doing amazing things in the world. They might have grown a successful retail business or they could be saving the planet or curing cancer. The point is that their story must be interesting.What’s also important is your relationship with this client. I really want to hear from them what you mean to them as a client of your firm and what they mean to you. The journey that you have been on together is what really matters.If you have clients that come to mind, then I would love to hear from you. Reach out to me here or at stuart@ you know the rest!And yes - if we feature you on the podcast, I’ll get you some Airpods!
When I add an email address to a Contact it turns off sharing for me only
All of my colleagues and I have email sharing turned on.If I add a second email address to a Contact, it automatically turns on sharing for that email address, for all of my colleagues, but not me.If I try and manually turn on email sharing for that email address, it doesn’t work (e.g. I refresh and it shows me as not sharing).Anybody else had that happen?
Best practices for employee profile and access changes?
Hello Karbon community! I’m curious what your best practices when employee roles change and you need to transfer profiles to another. How do you do this without losing data. Some of our roles are tied to more general named emails for said department. However sometimes this changes. We also use aliases as well, but I’m still unsure if this is best practice for managing the firm’s Karbon instance.
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.
email to work
have repeat payroll jobs set up. when an email comes in you want to allocate it to the correct work, but because it is a repeat job, and not due for a couple of weeks, it brings up all the payrolls for that jobs that span the next 3 months, and without making it ready to start, how do you know which is the correct month you are allocating it to, as there are no dates in this area, it just says that the work is planned
Managing Emails in Work Timelines
Hello all, question RE managing work and timelines. I’m finding it easy at times to miss e-mails in work timelines that actually need to be actioned during the work process. Particularly where there are multiple automatic e-mails and reminders it’s hard at times to pick out the important e-mails from the less important. I’ve tried the pinning option but find this is a few too many clicks when trying to sort triages and easily missed leading to important e-mails then not getting flagged. Is there a way others manage this that they could share, please?Thanks!Tom
Triage not syncing? (May 10 2023)
Is anyone else having issues with their email (in this case Gmail) not syncing to Triage? It’s just after 4pm Pacific and emails from at least from roughly an hour ago (right around 3:15 pacific) haven’t been syncing into my triage. Is this a known issue? If not.. are there any fixes? I’ve already restarted my browser (Chrome)
We need your help - Sign up for research!
Hi everyone, Would you like to join the product design team in an upcoming research study?Sign up for research hereThank you! We will be in contact with you shortly to schedule a study session. What is a research study?During a research study we may present you with and gather your feedback on an existing product, a new feature, or even prototypes. We may also interview you about particular daily habits or ask you what motivations and goals you have.Study sessions are 30 minutes long and take place online through your computer or mobile device.Sharing your experiences with us helps inform our strategic and product thinking. In the end, it will make your experience better!Thanks,Candice - Lead Product Designer @ Karbon
Hourly Rates by Team Member, not Role
At our firm, each team member has his/her own hourly rate depending on their experience and role in the firm. Thus, when the billing feature determines hourly rate based on merely the role that the time was tracked with, this creates an issue for our firm. We might have a “Client Manager” role for tasks, but two client managers at our firm might have very different hourly rates. Our *hopefully* temporary workaround for this limitation is as follows - We created special roles in Karbon for each team member. For example, we would have “Time: John Doe” and “Time: Jane Smith” in addition to the normal roles such as client manager, bookkeeper, etc. These custom roles have the correct hourly billing rates.We assign tasks using the standard roles (client manager, bookkeeper, etc.), but every time entry is made with the role set to that person’s custom role. This is a little cumbersome, and it also is prone to team members erroneously creating time entries using the wrong role, which would thr
Best Practice for Seasonal Employees
Situation: Seasonal tax preparer(s) who return each year should retain their assigned work/tasks for the clients/work assigned after restoring the seasonal employee from Archived status.When Archiving a User, the archived user has all of their tasks/work reassigned to another user in bulk and also would not retain their tasks/work for new annual work when it recurs in the subsequent year. My thought would be to create a Temporary User with a Dummy email which we could then assign all of the Archived Users tasks/work to. This would be a placeholder. Once the seasonal employee comes back we could then Archive the Temporary User, assigning all of the work back to the Seasonal employee.This would be done so we are not incurring a licensing fee for the seasonal employee and we do not have to then go back into each work item to reassign tasks/work each year.In Andi A’s Best Practice Tip she indicates as long as the Temporary User does not accept the invitation we would not be charged for the
Opportunity: Part-time/flexible Contract work onboarding new Karbon firms
Hey Karbon Community!Joe Carufe here with the Professional Services team. Karbon is looking for contract Karbon Experts with deep knowledge and experience using Karbon to partner with customers on their change management journey and teach them how to build processes in Karbon to optimize their firm’s efficiency. If the below sounds like something you’d be excited about then shoot me an email (firstname.lastname@example.org) and we can have a chat. As a Karbon Expert, you will... Facilitate overview sessions of our customer’s Karbon setup and revise and/or update settings to best suit their needs Lead training utilizing the “See one, Do one, Teach one” method where you will show the client how to build a template in Karbon, guide and instruct the client on how to build one themselves, and ultimately help the client reach the point where they can teach others in their firms to do the same Maintain knowledge of and share best practices with our end users About You Deep knowledge and experience us
My Client Wants to Access their Responses to Client Tasks
My client wants to be able to view his client task which relates to payroll and timesheets/hours. He provides us in the comments the hours his staff has worked but wants to be able to go back and view his response.Once the Work Item has been completed, does this mean that he can’t access that anymore?I have created a test Work Item with Acme Corporation and noticed that when I communicate, the client doesn’t receive a new email with any additional comments. Is this the norm?
Two Client Requests in same Work Item
Hi. I have a payroll work for one client who needs me to email a payroll slip to one employee. So, I inside one work I want to have one client request, where I send all Payroll to client, and then a second client request to the employee. My question is - if the employee gets the client request and then creates an account, will they see all the client request that are associated with their email, or all client requests that are with that company?
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