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HiI was told during my Karbon template training not to mix tasks for different roles within the same section. Why is this?Some of our processes involve two colleagues working on one job at the same time, with the tasks often alternated between them. Each task is placed in its own section because the role has changed, resulting in a template with 50 or 60 sections, and each section contains one task. The template is therefore unwieldy and difficult to use. Why can't I create a single section with tasks for two different roles? It is possible to assign the work to a senior colleague in order to avoid confusion about ownership or accountability. Thanks!!!Best RegardsJessica Layson
Hey everyone - Our firm has been with Karbon for about 2 years and we are retooling some of our processes as well as work items as we’ve grown and we are looking for some insight into some best practices when it comes to our Bookkeeping work items. For the majority of our client base, we do quarterly financials - very rarely do we have monthly calls with monthly financials. We want to have the work done monthly so workflow is more predictable on a monthly basis as currently most work items are just set up for quarterly write up and then a financial statement prep in the same work item with multiple steps. We have thought of three ways to get this done while trying to cause the least confusion. Option 1 - Create a monthly repeating bookkeeping work item that just has reconciliation work and then create a separate repeating work item for quarterly financial statement prep. In the quarterly financial statement prep, the first step would be for the bookkeeper to check off that all 3 months
How do we make our default work status "Planned" rather than Ready to Start? In Automaters I have set a new task status to Planned when created, and have turned off the automator that changes work from Planned to In Progress when it reaches its start date. But new created jobs just start as Ready to Start.
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 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.
Typically when I crt click on a link it opens the link in a new tab. This is true for every link on the internet. However when I try to do that on the name of a work, I get a pop-up with the job info. How do I stop this from happening so I can open it in a new tab? It’s really interfering with my workflow to not be able to do this and getting this pop-up instead. 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 trying to add an email from a client to a specific workflow, but when I click on the three dots and hit add to work Karbon only provides suggested workflows. I noticed these workflows are previous work items that I worked on. When I tried to search for the specific work item I had zero luck. My work around was to go to the workflow I wanted to add the email to, that way it was in my most recent, then add to work under suggestions. I feel that going to the work just so it’s in my recent definitely wastes a lot of time. It would be helpful to be able to search any work/client with Karbon. Just to add… Karbon does let me search work/clients but only finds a handful.
Hi all, I’ve created a job for a client and emailed the client tasks. The problem is that I discovered that the client email has changed. So I updated the client email against the client record and then realised I couldn’t see a way of changing the client details attached to the job to get the checklist resent to the new email. Sending a reminder only sends the list back to the original email regardless of the change to the client. Am I missing something? Is there some way of updating the email - I’ve had to delete the job, create a new job, and then send again to the correct address.
What scheduling software do you guys use to set up recurring monthly or quarterly meetings with clients? Is there a good option out there for accounting firms, or any business that has regular client meetings at the same time every month? (or is that just us?) We’ve been using Acuity/Squarespace but don’t like a lot of the functionality. We were looking into switching to Calendly but they don’t have seamless recurring meeting functions.We’ve previously used Google calendar and liked their recurring function so now that they have an Appointment booking function we were going to switch back to that. Since we currently use Google Workspace for many other things, switching back to them makes sense pricing wise, but they don’t have the ability to let clients reschedule their own meetings using the booking page as needed if you set them up manually as recurring events. At least, not that we can tell…(we’re testing it). Now, we’re on the hunt for a good recurring booking scheduler, and we nee
Has anyone else noticed that the repeat preview section no longer shows a preview of the repeating name when adding a placeholder to a work naming convention?Previously, I would see the name of the repeating work item in the repeat preview area when I added a placeholder. If it wasn’t what I wanted, I could adjust it before I create the repeat. Now, this area remains blank and I have to create the repeat, look at the item’s name to see if it was what I wanted and if not edit to change the placeholder.Anyone else seeing this issue?
So I have work in My Week that has tasks that will be assigned to me when the automator triggers. But in My Week, it says “All Your Tasks Have Been Reassigned”. I go to the Work and I am still the designated assignee in the automator. Also, my role with that client has not changed.Can anyone help me fix this so I am not tempted to click on that “Move to Done”. Thank you.
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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