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If i create a work item using a template, customise the tasks to fit my clients needs & then create a repeating schedule, what happens if I need to update tasks etc within this work item? Example, if a process changes, how do i edit the work item and ensure the updated details are carried forward on each work item within the repeated schedule?
Has anyone found a great way of encouraging certain employees away from using other email tools (Outlook, Gmail, etc)? There is the obvious “stop it or your fired” tactic, but I doubt any of us would like to be that threatening. I do have my own thoughts, but I am curious how the rest of you have coached through this.
Are you interested in featuring your firm and being quoted in our next Karbon eBook?In our previous eBooks, we've always made an effort to get input from our community and experts who are leading the way in each topic we explore. And we'd love to do the same for the next one.We're a couple of weeks away from launching our next eBook: ‘The Process Playbook: Your blueprint for standardizing, optimizing and documenting your accounting firm’s critical processes’We'd love to hear your insights and feature them in the eBook.Themes include:Why you think standardizing and documenting procedures is important How you've tackled the process of standardizing and documenting your firm's procedures Why you've taken on the task of standardizing your firm's processes What's worked, what hasn't Anything else you'd like to add about the topicYou can share your insights as a reply to this message, or you can email me directly at firstname.lastname@example.orgCheers
When it comes to time charging against a specific work, the role available for selection in the drop down list should be limited to the role pre-set in the work. Same concept should be applied to the task types as well when charge the time to a work. This way will save time of staff to select from a long list with irelevant items, and most importantly, it will prevent staffs from mistakenly selecting wrong role etc.
Has anyone been able to figure out how to adequately do capacity planning when a work item starts in one week and isn’t completed until the following week? For example, if you set up ‘Month End Close’ in a given week but the work will actually span two weeks, it will allocate the entire budget to that week which overstates your workload.I believe this can be solved by pulling in the actual number of hours booked against a work item during a certain time period as a filter in the work screen but it doesn’t seem like that’s a possibility. Am I missing something or is there no way to filter on the time entry dates related to work items in the work screen?Edit: Another thing that would be helpful is to be able to see the budget allocated only to a particular person in the list view as well as the time booked against that budget by person. Is that possible anywhere?
Can anyone share their procedure on how to create repeating jobs for monthly IAS reporting with Quarterly BAS. In XPM we had set up 2 x Monthly IAS’s with a place holder which repeated quarterly and Qtryly BAS, I cannot seem to get the dates for the correct periods doing this in Karbon. Sorry if this has been asked before I could not see a similar question.
I’m curious as to what other Karbon users have been doing when it comes to all the various types of filing s (accounting firm related) that accompany a year-end. For example, financial statements, a corporate tax return, sales tax filings, tax slips for income (T4’s T5’s), personal tax filings for owners, and the list can go on and on.Originally we had one work piece tracking the year-end filing itself, and would find other ways to customize things beyond that to manage all else that goes along with it. We are now moving towards setting up separate work pieces for each and every filing with its own deadline.I’m just curious to hear opinions and experiences from other users in any similar circumstances or different approaches to battling a comparable problem.
Hi guys,It’d be great to hear your personal experiences. Especially when it comes to Monthly recurring work which includes a number of tasks to be completed, sometimes To Do lists can become quite chunky (although can be cleared very quickly and easily usually).
In Karbon, for work(/job) level, there is only only work assignee who is supposed to be a job in-charge. However, in accounting firm, due to the compulsory requirement of professional code, each piece of professional work require an engagement manager as well as an engagement leader (normally the partner). There is nowhere to put these two role in. I know there is so called “client owner” and “client manager” under client contact card. However, these two to me are only for client level, rather than work level concept. Since 1) the client owner and client manager are more for relationship purpose, rather than the professional work role. 2) most important, in my firm, one client may have different type of work, for example, tax service and accounting service may have different work managers, one client manager does not cover both at all. How are you guys or KARBON expert suggest on this? Only get-around I found is to setup a colleague role called “work manager” and “work leader”, however
Looking for a report that can be sorted by colleague on amount of emails received and the response time for those emails. Trying to measure the response time for customer service (rec’d email then how long did it take for that colleague to respond to the email) ….using as a training tool.
What are some things you and your team do to prepare for tax season? Or better yet, what are some tips you’d share on best preparing for the upcoming tax season? If you’re interested in learning more about what you can do to prepare, join us for our webinar on planning for a successful and stress free tax season. The webinar will be covering:A blueprint for a successful tax season, covering planning, execution and review. Techniques to obtain client documentation and details in half the time Methods to plan capacity throughout your team to ensure work can be completed on time Best practices for collaboration, handoff and ownership
In working to get Time & Budgets up and out of the door, we sent out a survey to understand what billing rates were by role and the related fixed fees charged per service provided. We have that information across different geographies and firm sizes. Thank you all for participating to provide some understanding so we could set some default rates and details within Karbon. Would it be of interest to post those results here? I would love to hear from the community how those averaged rates and fees differ to your own. There appears to be quite a lot of variation from the data. In addition, is this something you would like to see/learn more from us in terms of the underlying research that we do? Let us know!
Wondering what the status of the more full fledged API is? You all heard any news? Several months ago it sounded like this was something coming out really soon, but then nothing. The current Zapier integration is really too basic in triggers and actions to make use of more than it just being a contact database at this point.
For semi-monthly and monthly payroll jobs that are due X number of days before the end of the month (depending on how they are processed, ie: Gusto, ADP) how are you working with Karbon’s limited settings to have accurate due dates so that Payrolls are not missed?Since the end of the month fluctuates (28/29/30/31) and the payrolls are due X number of days before the end of the month + avoiding weekends, there is not an accurate way to set up these types of Payroll jobs in Karbon so that the due dates are an accurate reflection of when the Payroll actually needs to be processed. This is causing us to occasionally miss payrolls, especially when our team has to fill in for other team members who are out and when they are not familiar with when the clients payroll needs to be run.What are your workarounds for recurring jobs that are due at/near the end of the month, but aren’t always due on the same day of the month? Aside from setting up each Payroll job individually (non-recurring) or ad
Voting is now open in the AccountingWeb Software Awards, and we’d love some help from the Karbon Community to vote for Karbon in the practice management category. https://www.accountingweb.co.uk/software-awards/practice-managementIt takes literally 20-seconds… you just need to select Karbon, provide an email address and submit. Thank you!
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