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544 Discussions
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544 Discussions

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Kaitlyn ColeBeginner

asked in Ask a Peer

Sub Categories for Client Tasks?

Is there a way to create sub-tasks on Client Sections? I know it is possible for internal sections but it isn’t working on Client Sections.

5 months ago

maxSr. Karbon Community Guide

asked in Ask a Peer

Is anyone using QBO for Invoicing?

We are using the Karbon <> TSheets <> QBO sync to get our time from Karbon to QBO. Our goal is to book time against individual work items, but they come across as sub-clients in QBO, and when we go to generate an invoice, each sub-client (work item) comes through on the invoice with its own heading and subtotal and there is no way that I have found to shut it off.I’m wondering how others get time and materials invoicing done through QBO. We love the payments feature in QBO and have seen our AR go way down, but the invoices are so ugly that we have decided to just book time against clients instead of work items, which comes with it’s own set of issues (it’s much harder to track budgets etc.)Looking for any non-flat-rate billers out there who have come up with a simple way to get this done.

1 year ago

FiSchneiderBeginner

asked in Ask a Peer

How do you engage new employees/team with Karbon?

We have recently put on 2 new staff members and are finding some resistance from one to engage with Karbon processes. What are best practices you have found to get a team fully engaged and past the unknown (or fear of change) management?-- Fiona

1 year ago

MariaVRising Star

asked in Ask a Peer

How do I manage active users?

How do I manage what users are active or not?

1 year ago

Krista OwrenBeginner

asked in Ask a Peer

How long does Karbon save documents/work items?

Does anyone know how long Karbon saves work items and documents after completion?

1 year ago

BrooksWSuperstar

asked in Ask a Peer

Capacity Planning

How do others do their capacity planning?

1 month ago

CoralSuperstar

asked in Ask a Peer

Time and Budgets

How do others use time and budgets? I’ve been using the timesheet function since April and staff love the timer feature - but I’m not sure on how to do the budgets and would like to understand it better. At the moment, all of our jobs are showing as being over budget.

1 year ago

MariaVRising Star

asked in Ask a Peer

What is the most effective reconciliation process?

What is the most effective reconciliation process weekly or monthly basis and why? Is it easier in Karbon to track weekly or monthly?

1 year ago

Victoria PetersSr. Community Champion

asked in Ask a Peer

Insights - There is a lot of information there

How do you use Insights? Does it help with decision making? How often do you review the numbers and why?

1 year ago

DianeKSr. Community Champion

asked in Ask a Peer

Client Task - Bulk Document Download

Is there a way within the client task for them to download all the documents attached without individually clicking on each document and then downloading?

1 year ago

DianeKSr. Community Champion

asked in Ask a Peer

What are the most effective Dashboards-Saved Views?

What do you recommend as the Best Dashboard Views to have saved in Karbon?

1 year ago

Bovard CPABeginner

asked in Ask a Peer

What is best practice for Invoicing in Karbon workflow?

1 year ago

kylenecarseCommunity Champion

asked in Ask a Peer

FIFO/LIFO

Hi y’all!We typically use the date a client drops off tax documents to help determine their place in the prep order. Any suggestions or ideas on how to best track work in a FIFO order? Thanks!!Kylene

1 year ago

BrooksWSuperstar

asked in Ask a Peer

How do I find specifics around what Karbon can/can't do?

How do I find specifics around what Karbon can/can’t do?

1 year ago

mikedoanRising Star

asked in Ask a Peer

ollieBeginner

asked in Ask a Peer

Searching by client references and UTR numbers

Does anyone know if there is a way in Karbon to search by client UTR or client references, such as Company Number? We are trying to work out a way of doing this in Karbon, but it doesn’t appear that you can search by client references at the moment

6 months ago

Melissa_StoutBeginner

posted in Ask a Peer

New employee Karbon training

We are bringing on multiple employees over the next month or so and I am wondering how others train new employees on Karbon. I know that there is a training work item that will teach the functionality of Karbon, but how do you teach how your firm uses it? For example, time tracking rules, work item naming convention, review of work status and how/where to communicate internally. I have used multiple methods but think we can improve .

1 year ago

maxSr. Karbon Community Guide

asked in Ask a Peer

Trouble with support

In general, Support has been excellent at Karbon and is one of the deciding factors that’s pushing us to make the switch, however I have run into a snag and I’m wondering if anyone has a way around this issue.I’ve contacted support about emails that come through Karbon without the attachment. The attachment is in Outlook, and when I forward the email to myself, the attachment comes through to Karbon, so something strange is stipping out the attachment that’s originally getting sent.I contacted support and got escalated to the engineers, one of which asked me several questions and asked for screenshots from outlook and Karbon, etc. I sent everything in and it was a week since I heard from her, so I sent a new message in the chat. It’s been another week with no reply. As of today, the last time I heard from the engineer was February 14th.. almost a month ago. I sent in a new message through the support chat and was told that the support person would get an update for me (no update yet),

11 months ago

Terri WarrenSuperstar

posted in Ask a Peer

Team recruiting and onboarding

We have developed a full cycle new hire process within Karbon. For full time employees we have 5 work items that drive the onboarding, training (general and team training), and collaboration with people ops and hiring managers.We have inserted much of what used to be manual into this process, with videos and full instructional tasks, protected what needed to be protected, and automated much of the repetitive training. This process has allowed the orientation team to foster the “welcome to the team” feel with meetings to get to know them, Q&A, meet the team and a coffee shop/lunch type of conversation instead of the stale chats of HR, software onboarding, etc.Interested in hearing what other Karbon users have done to incorporate their team onboarding as we are always looking to improve.

2 years ago

BCNWINCBeginner

asked in Ask a Peer

New to Karbon

How do I add my clients contacts to Karbon so I can see who they work with and be able to contact them. For example, the insurance agent, banker, CPA, etc. I want to pull up a client and see all related contacts for them. But I have several cleints who use the same people so I want the contact to be able to be on all records for each client.

2 years ago

kylenecarseCommunity Champion

asked in Ask a Peer

Client Tasks

We just launched out our annual tax packets to 400+ 1040 clients through the Karbon Client Task feature in the work items. Two things we are struggling with:Clients completing the task by clicking the check box from the email directly and NOT reading what they are supposed to do. Clients not receiving their original task email.Anyone else struggling with this? Any suggestions?

2 years ago

maxSr. Karbon Community Guide

asked in Ask a Peer

Looking for a best practice for tracking WIP with flat rate billing with Karbon to TSheets to QBO

We are looking to switch form our current software to Karbon, but the time and billing is hard for me to grasp. Right now we have several flat rate billed clients. We book WIP to the flat rate invoice and keep an eye on our margins. I cannot seem to find a way to do this in the Karbon to TSheets to QBO integration pathway. Maybe I’m missing something?

2 years ago

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