Ask a Peer
Connect with other Karbon users and industry professionals
- 697 Discussions
- 2,996 Replies
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
Does anyone know if there is a way to download a list of inactive clients? I can go to the contacts list and do the dropdown and choose only inactive clients to generate a list, but I can’t seem to download the list as only inactive. The only options I see are to download all clients, People or Organizations. I tried this feature and it contains all contact types even when I select only inactive. I really would like to generate and download separate lists like only inactive clients or only business clients. Any help would be appreciated?
We are going live tomorrow after using Karbon as managers for a few weeks. Our work has been bulk uploaded and the team will be trained tomorrow morning. I knew that everyone can see one another's to do list (which I would like to restrict ideally), but we’ve just realised that everyone can see each other’s notes and emails too, for example HR issues. How are you handling this? I assume via work items in hidden clients? Any advice appreciated, please!
Hello Karbon Community,I have a fairly new team member and am wonder if there is a way for me, as the admin, to set up auto sharing of his emails or is that a setting that only he can control. I am hoping that this is something that someone here has dealt with before.Thanks in advance.
Hi all, I’m new to Karbon and have been using it for a few months now for job tracking - going well. We are now about to venture into the next phase which is recurring jobs, particularly for Quarterly BAS and monthly IAS. So I have a job in the system for the September 2021 BAS for a client. Job starts 1/10/2021 and finishes 29/10/2021 (being the end of the month on a weekday). I go to create a recurring quarterly job using this job and selecting “quarterly” as the repeat settings. Looking at the repeat preview the first BAS job is Jan to March 2022 (completely ignore December BAS) and the job dates are starting 31/12/2021 finishing 28/04/2022. So the problem is the job can’t start 31/12/2021 as the month hasn’t even begun then - the job should start 01/04/2022 but I can’t for the life of me find a way of changing the start date on the recurring jobs? I’m clearly missing someting - HELP!!! :)
We now encourage a lot to use comments for internal communication. There is an indicator in the pane to show how many staff can see the message. But when I click that, I cannot see which staff has the visibility.I am wondering, what is the quickest way to do that in current version of KARBON? And quickest way to remove those staff who is not required to be notified. and I would be happy to see if this feature can be added directly to show the staff name when I click on the visibility number. I am wondering if other peer firm may have the same need.
We are a practice that moved away from time billing to fixed price billing. This means that our time is largely an internal cost control measure to ensure that the pricing was both competitive and covers the labour hours.I am currently using TSheets to record at client level and using the custom fields to record against the type of job completed for the client but would like to move to Karbon’s T&B function to streamline the number of pieces of software we have on the go.Does anyone use T&B in this manner and how have you got yours set up? I’d rather not have to record at a Job level if I can help it beyond recording time spent on the client with a relevant tag but can’t seem to figure out how that is possible?Also - I’m finding the reports a little basic (in comparison to the Email and Work Insights board). Does anyone use an additional reporting tool to give insight?
I was wondering if anyone has a best practice for setting up personal tax (Canadian T1) work for families. Do you have work setup for each tax return that is being prepared or one for a family? We find it easier to track them all if there’s one for each, but have always wondered if there’s a better way for a family. Thanks!Jeff
Already have an account? Login
Use your Karbon account to log in to the Community.KARBON LOGIN
Log in to the Karbon Community
Use your Karbon account to log in to the Community.KARBON LOGIN
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.