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There are some processes each year in our tax practice that are done in bulk and are not attached to a specific client. The task in question is software updating and data rollover, although there are several more that I would like to be able to schedule in Karbon.When I create a new work template or item, the Client field must be filled in order for me to create the work. I have tried selecting different Work Types, and that has not helped.
We have a married client who got divorced. We originally set them up individually in Karbon and then associated them with an organization, i.e., individually: James Smith Jane Smith Organization: Smith, James and Jane. The work was associated with the organization for the couple.Now that they are divorced we will still complete their individual returns. I made the organization inactive and removed it from the individual records. However, when I look up Jane Smith the organization still appears in parentheses next to her name. I thought that removing the association in her individual record would eliminate it so I was surprised to see it.Any ideas on how to remove this association, assuming it can be removed?
We are considering a team member change for a client that we do extensive bookkeeping work for. We often assign some facets of the work to interns or junior staff and rotate that work so that they get new client experiences. That said we don’t particularly want our client to be aware that another junior staff or intern is doing their work! The client emails the currently assigned junior staff with task information, etc. How do we best use client teams or any other karbon features that would automatically assign emails from this client so that the new intern assigned as well as other team members working with this client will get information needed to do the bookkeeping work? Does the team member that is the email recipient get the email in his triage and then tags it to the work and that is how the other team members get notification of the email? Or is there a setting that would put all emails from that client in the triage of all team members?I am new to karbon and still learni
I’ve turned my triage notifications off, which is great! However, any time I use the navigation bar, it shows me an updated total of how many unread items are waiting for me in Triage. This pulls me back in to Triage when I should be focusing on work. Any tips for avoiding this? Or is there a way to stop the navigation bar Triage counter from showing?One potential solution I’m going to try is to just close the navigation bar, and save browser bookmarks so I can navigate that way in Karbon to different modules so I don’t have to open the navigation bar back up.
Hi Karbon,Would you please consider including a “Group Level” client information section, which flows through to all members of the group. Currently, we need to edit team members for each entity.The other information (notes, etc) flows through the timeline in the “Client Group” contact, which is awesome.However, if we need to change, for example, client team members, we need to do this for each entity, and also for the “Client Group” contact. This is necessary for “@team” purposes, etc.There may be “entity by entity” matters which needs to be changed at an entity level. That is ok, and I’m not suggesting changes in this regard.Perhaps there is a “Client Group” field/section which only triggers when an organisation or contact is linked into a Client Group. That way, any information changed in this “Client Group” Section flows through to all the other group entities and the “Client Group” contact.Cheers,
I’m looking for a way to send an automated email to client IF an extension is required for planned work.The work would start on 1/1 with a planned as work status. i would like to have the client emailed after a certain number of day if the work status is still has a work status of planned. Is this possible?
I would appreciate ideas on how to use karbon for follow up. I am a new user. Example, if i assign an email to a staff member, I would like to have a follow up reminder so that I can check that the email or task was in fact completed by the colleague. How do other users use karbon tools to follow up on things that are delegated but need to be verified for completeness?
Our team has posed the question, whether we should use a basic ‘ad hoc’ work assignment template, instead of assigning emails and notes as tasks. This is in the context of small ad hoc tasks that come through from clients, for example if a client calls and asks for details from their accounts.If I receive that call, I will usually create a note, and then assign this to a team member to action. The question is whether we should use a ad hoc work assignment template instead, which has a basic action stage, and then review stage for whoever assigned the work.This would then show all client work and tasks, in one easy to identify place, being the client’s work screen, and would also mean that the person setting the task will automatically receive a task to review the work once it has been actioned.Any thoughts on whether this would be worthwhile trialing or implementing, or whether we are going against the way Karbon intend for us to use the software?
Every year, we bring together a panel of industry leaders, all-stars and influencers to review the year in accounting, discuss the top trends, and share their top actionable tips for the year ahead. It’s usually our most popular webinar by far.My question for you: Which panelists would you like to hear from this year?Go wild! No suggestion is too big or too small. If you could learn from anyone, who would it be? Someone from your own firm doing amazing things? A peer who you admire? A leader or influencer you’ve never met but are constantly inspired by? You can even suggest yourself!Our aim is to bring you an amazing and diverse panel from across the globe who you can learn from and be inspired by as we finish up another huge year.
How do you clean up the remaining fee balance balance between budget and actual after you raise the invoice and need to either write up or off the fee balance? I want to clean up balance when we complete the work and have a nil balance to bring forward to next financial year.Is it possible to carry some balance forward due to it’s ongoing nature and clean off some? Thank you 😊
Can anyone provide a workaround regarding work repeating at the beginning of each month? As number of days vary between each month, when the repeating work is created, it falls within the existing month instead of the new month. For example, month end process - created on 1/10/21 but when repeating, it appears on 31/12/21 instead of 1/1/22.The Help desk have advised that I will be unable to set a fixed date which will give me consistent results and to add this as a feature request.What are other people doing instead?
We have set up a few internal clients such as ‘Evolve HR’ and ‘Evolve Software’ then we have work items named such as ‘John Smith Annual Review’ (for adding notes through the year) and ‘Xero’ (for general correspondence with our account manager, for example). For things such as a stationery supplier, is it worth having a ‘Evolve Suppliers’ contact with each listed and tagging in the work item for that supplier or area of the business (e.g. stationery), or are you relying heavily on the search function and simply clearing these emails (e.g. a order confirmation email)? I’ve heard the search function has changed recently and perhaps isn’t as useful as the last search function. We’re very new to Karbon and don’t want to create work for the sake of it! Guidance appreciated on how your admin department are working this. I’m finding internal work isn’t as straight forward as the client work so am trying to guide our highly organised Practice Administrator as best as possible! Many thanksEmil
I’m curious how y’all are using Zapier?We are currently using it to in conjunction with TypeForm to collect and add client data to Karbon and QBO and create a client file in our file system.We’ve run into some issues, so I’m curious who else is using it and how you’re dealing with some of the problems.
Hi all,We’ve recently signed up to Karbon and are getting into setting up our processes in the appWe currently send out documents, such as VAT returns via E-Sign software and are considering whether to continue with that approach or switch to sending the VAT return out as a Client Task, to be ticked when approved.E-Sign feels to have more of an audit trail and legality behind approval, whereas Client Tasks feels to be making the process easierAnyone been through the same though process?
Hi Karbon Community!I had a weekly bookkeeping client setup to start on Tuesday and to be due on Friday, but I just want it to start and be due on Friday.Is there a way to update the repeating schedule without deleting and starting over?I thought I could change the start and due dates of a work item and the repeater would take over from there, but that hasn’t happened.Does anyone have experience with this? The help articles and community topics mostly deal with setting up recurring work for the first time. -- Edit --Alternative answer from @LD7E:An add on to this option if there are a lot of recurring work items that need to be deleted. Set an end date on the current repeating work item that is a day or more before the next work item that has already been created. Once you save this it will automatically delete all future work items. Then you can go in and change the work start date of the last work item completed to the new day of the week you want the work to start and create the new
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